Getting Back to Basics - CFPs
4:15pm - Networking
4:30pm - Program begins
Appetizers will be provided.
Event will include a panel of speakers regarding professional collaboration in estate planning. Speakers will include: Roger Petzke (Attorney), Linda Cooper (CPA), Duane Janka (CFP) and Jim Welch (Trust Officer).
Please contact Laurie Schmidt (983-0755) with any questions.