Events

6:00 - 6:30pm Arrivals & Refreshments

6:30 - 7:30pm Dinner & Presentations

7:30 - 8:00pm Q & A

Part 2: (10/5): Solutions for Long-Term Care Planning

• Pre-Planning and Crisis Planning Strategies - presented by Attorney Stacy Volgeltanz, Angermeier & Rogers LLP
• Preparing for the Unexpected -Extended and Long-Term Care Planning Options - presented by Dana Felton, CFP®, Financial Advisor & Carol Busche, CFP®, ADPA®, Private Wealth Advisor, Starboard Financial Group
• The Changing Face of Senior Care in a Post-Covid World - presented by Lauren O'Desky, Certified Senior Advisor®, Oasis Senior Advisors®

~Dinner will be served~
Bravo Italian Kitchen (at Brookfield Square)
95 N Moorland Rd, Brookfield, WI 53005

6:00 - 6:30pm Arrivals & Refreshments

6:30 - 7:30pm Dinner & Presentations

7:30 - 8:00pm Q & A

Part 1 (9/28): Considerations for Long-Term Care Planning

• The ABC's of Medicaid - presented by Attorney Stacy Vogeltanz, Angermeier & Rogers LLP

• Caring for Aging Loved Ones - presented by Dana Felton, CFP®, Financial Advisor & Carol Busche, CFP®, ADPA®, Private Wealth Advisor, Starboard Financial Group

~Dinner will be served~
Bravo Italian Kitchen (at Brookfield Square)
95 N Moorland Rd, Brookfield, WI 53005

Client Appreciation Reception and Golf Outing Event

12:30p.m. to 2:30 p.m. Optional Golf Outing(tee times beginning 12:30 p.m. to 1:30 p.m.)

3:30p.m. to 6:00 p.m. Main Reception

• 3:30 p.m. Refreshments & Hors d’oeuvres
• 4:00 p.m. Golf Outing Prizes
• 4:30 p.m. Dinner Buffet (to 5:30 p.m.)
• 5:00 p.m. Greetings from Carol & Team

Please RSVP by Wednesday, September 6th.

We are proud to sponsor the Wisconsin Ovarian Cancer Alliance in continuing their mission to provide Education, Support and Funding of Research for Ovarian Cancer throughout Wisconsin.

Join our team https://runsignup.com/RaceGroups/68025/Groups/1346594.

• Lesson 1:00 p.m. to 3:00 p.m.
• Happy Hour refreshments nearby immediately afterward
• Please RSVP for your spot by Friday, August 4th