CLE Opportunity

CLE Opportunity with 2 Ethics Credits

Insurance & Financial Planning Concepts for Small Businesses (6 CLE Credits)
BFS and WLJ May 22, 2018 CLE Program

Approved for 6.0 CLE Credits

List of Presentations and Times

Registration and Breakfast at 8:30 AM

Medicare Made Clear, Presented by: Corrine Bultman, GBDS

Legal Professional Liability Insurance; What You Don’t Know Could Hurt You,

Presented by: Brian Anderson, Esquire and Matt Beier, Esquire, Senior Claims Attorney’s – Wisconsin Lawyers Mutual Insurance Company. Approved for Ethics credits!

Ethics – Avoiding Malpractice Claims When Collecting Debts from Clients,
Presented by: Brian Anderson, Esquire and Matt Beier, Esquire, Senior Claims Attorney’s
– Wisconsin Lawyers Mutual Insurance Company. Approved for Ethics credits!

Lunch

Taxes: A New Paradigm, Presented by Mike Arnow, CPA, CFP®, MBA, Senior Director
of Financial Planning for SJA Financial Advisory

Developing an Employee Benefits Plan for Small Business (2-50 Employees),
Presented by: Ralph D. Bultman, CPA, CLU and Corrine Bultman, GBDS, Bultman Financial Services

The cost to attend this event is $75.

Questions? Contact Christy Peterson at (414) 225-1830 or by email.