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CLE Opportunity

Approved for 7.0 CLE credits

Please join us for a CLE program sponsored by Bultman Financial Services, The Wisconsin Law Journal and SJA Financial Advisory, LLC

The program will take place June 6 from 8:30 AM – 4:30 PM at Bultman Financial Services, 13625 Bishops Drive, Brookfield WI 53005. A continental breakfast and box lunch will be provided.

Space is limited. Please register by May 31st.

Agenda

8:30 am: Registration and Breakfast

9:00 am: Financial and Estate Planning for Professionals
Presented by: Ralph D. Bultman, CPA, CLU
Bultman Financial Services

10:00 am: Tax Strategies for 2013 and Beyond
Presented by: Mike Arnow, CPA, CFP,
MBA, SJA Financial Advisory, LLC

11:00 am: Investment Strategies for 2013 and Beyond
Presented by: Joseph B. Dailey, CFP
SJA Financial Advisory, LLC

12:00 pm: Lunch

12:30 pm: Selecting a Retirement Plan for a Small Business
Presented by: Ralph D. Bultman, CPA, CLU,
Bultman Financial Services

1:30 pm: How might the Patient Protection and Affordable Care Act Affect You.
Presented by: Corrine Bultman, GBDS
Bultman Financial Services

2:30 pm: Update on Long Term Care for 2013
Presented by: Ralph D. Bultman, CPA,
CLU and Corrine Bultman, GBDS
Bultman Financial Services

Sponsored by:

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