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Donors Forum of Wisconsin
Donors Forum of Wisconsin

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Professional Advisor Seminar: Best Tools
11/9/2006

PROFESSIONAL ADVISORS SEMINAR

November 9, 2006  8:00 a.m. - 3:00 p.m.

 

 “Best Tools”

Featuring:  Tim Voorhees, JD, MB

                  Partner – Brown & Streza LLP ,

                  President –  Family Office Services

Sponsored by: Community Foundation of North Central Wisconsin

                        Commmunity Foundation of South Wood County

                        Community Foundation for the Fox Valley Region

                        Community Foundation of Portage County

Location:    Jefferson Street Inn, 201 Jefferson Street, Wausau

Time:          Registration 7:30  8:00 am

                  Seminar        8:00 - 11: 45 am

                  Lunch           11:45 - 12:30 pm

                  Seminar       12:30 -  3:00 pm

 

Cost:   $200.00 Full Day Earn 6 CFP CE credits, accounting and/or insurance CE credits*

            $130.00 Half Day Earn 3 CFPCE credits, accounting and/or insurance CE credits

           Continental breakfast and buffet lunch included.

        * 1 Credit will be be Ethics related

Registration:  Space is limited and advanced registration is required.

Registrations will be accepted in the order that payment is received.

For more information, phone: 715.845.9555 / FAX: 715.845.5423 / E-Mail: jamie@cfoncw.org

Brochures will be available/mailed in mid-September.

Location
Jefferson Street Inn, 201 Jefferson Street, Wausau

Contact
Jamie Logan
Phone: 715-845-9555

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"A fund at a community foundation provides peace of mind to my clients who want to create a permanent gift to their community through their estate plans."

--David Reinecke, Foley & Lardner, Madison

 
 
Wisconsin Community Foundations Division of the Donors Forum of Wisconsincontact us
759 N. Milwaukee St. Suite 515 Milwaukee, WI 53202 • 414.270.1978 Toll Free 1.877.783.6786 Fax 414.270.1979