Riverwater Partners invites you to a four-part CE luncheon series in partnership with and Cannon Financial, featuring estate planning attorney Clary Redd of Stinson LLP. Each session offers 1.5 hours of CE credit and lunch at The Milwaukee Club.
📍 Location: The Milwaukee Club | ⏰ Time: 11:30 AM | 👥 Limited to 50 guests per session
Life insurance is an enigma in the estate planning world. This session addresses various aspects of life insurance in estate planning, including:
The world of estate planning and trust administration is fraught with landmines. Only the diligent can detect and avoid them consistently. This session covers:
The heart of trust administration is the Trustee’s thoughtful exercise of discretion. This session examines various options for conferring fiduciary discretion, including:
Concurrent representation of multiple parties may give rise to a host of ethics-related issues. This session provides focused attention on:
Select the date(s) you’d like to attend and complete the registration form below.
Each luncheon begins at 11:30 AM at The Milwaukee Club. Registration is limited to 50 guests per session.
We look forward to seeing you!
