Margie Bodas spoke at Lorman Educational Services on January 19, 2000.
Pay Now Pay NowMargie Bodas spoke at Lorman Educational Services on January 19, 2000.
Cameron Kelly is speaking at the Friday Memorial Library in New Richmond, Wisconsin, on March 5, 2020 at 6 pm. Cameron will present “Estate Planning for Peace of Mind,” which includes a discussion of estate planning documents for both death and disability. He will also discuss probate and what clients can do to make sure …
Cameron Kelly is speaking at Caring for Dementia: A Six-Week Education Series for Caregivers at The Lodge at the Lakes in Stillwater and offered by The Lakes at Stillwater and Bluestone Physician Services. Cameron will present for one hour on Tuesday, November 12, 2019 on “Financial Legal & Insurance Planning for Caregivers.” Topics: Power …
Kay Hunt presented a panel on November 19, 2019 at the 2019 Advanced Family Law Series by Minnesota CLE, “How to Protect Your Trial Record for Appeal: Lessons for Family Lawyers.”
Cameron Kelly will present “The Importance of Business Succession Planning” on October 24, 2019 at Hegarty Consulting Group. Description: Business succession planning is the process of deciding the best way to transfer your business. What that plan looks like will depend on the needs of the business owner and the nature of the business. …
Cameron Kelly is speaking at an NBI seminar, Trusts 101, on December 17, 2019 in Eau Claire, Wisconsin. Program Description Provide your clients with the full spectrum of wealth preservation options. When assessing complex information, it often helps to break items into basic building blocks. The same approach can be successful when dealing with …
Cameron Kelly spoke at a Minnesota CLE seminar on September 24, 2019, Real Estate Strategies for Estate Planning & Medical Assistance Practitioners. He gave an overview of the types of real estate ownership. Types of Real Estate Ownership: An Overview Trusts Limited Liability Corporations Joint Real Estate Ownership General Ownership