Estate Planning-Uncovering the “truths and myths” surrounding one of life’s most necessary tasks.

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Estate Planning-Uncovering the “truths and myths” surrounding one of life’s most necessary tasks.

By Lauren GonnMarch 10, 2015

As a continuation of Schroeder Solutions’ IGNITE lecture series, Pam Evason and Wendy Rusch will be discussing the ins and outs of estate planning.

Pam is the Managing Director of Windermere Wealth Advisors, LLC. An investment advisory firm focused on working with individuals to invest their portfolios, and address the many challenges that accompany wealth. Pam co-founded Windermere in 2010, and is actively involved in the firm’s client service, business development, and portfolio management operations.

Wendy is a shareholder in Reinhart’s Trusts and Estates, and Business Law Practices. Wendy’s clients include the owners of family controlled companies, professionals, individuals, trusts, and estates, primarily in the Waukesha, Madison and Milwaukee areas. Her practice focuses on estate planning, family business succession planning, retirement planning, prenuptial and postnuptial agreements, and probate and trust administration.

When: Thursday, March 12th

11:30 a.m. Complimentary Lunch

12:00 p.m. Program Discussion

Where: Schroeder Solutions

1920 South Calhoun Road, New Berlin, WI 53151

New Berlin, WI 53151

RSVP: http://www.schroedersolutions.com/ignite-form-march-12.php

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