Estate Planning: Having a Plan
Estate Planning means different things to different people. Understanding the components of a good plan–will help you build a great plan.
Let me help you build a great plan today!
No charge, no honorarium, no mileage costs. This guest speaker is free for in-person presentations in Milwaukee and virtual presentations nationwide.
Joe Maier
O'Neil, Cannon, Hollman, DeJong & Laing S.C.
Financial SpeakerJoe assists business owners and families in succession planning and estate planning. He also assists businesses, their owners, and investors...
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The Seven Deadly $ins of Succession Planning
In this presentation I will explain the succession planning process. I will help attendees understand what succession planning is and what it is not. Understand that there is...
Free Speakers Milwaukee is a pro bono speakers bureau. Since 2016, our speakers have given free presentations to Rotary clubs, libraries, schools, and community groups across the Milwaukee area. Learn more about how it works.