EPI Wisconsin Presents Roadblocks to Effective Estate Planning

The Wisconsin Chapter of The Exit Planning Institute (EPI) is presenting “Roadblocks to Effective Estate Planning – How to root them out and bridge them.” The program is March 10, 2020, at 8:00 a.m. – 9:30 a.m. in two locations, Milwaukee and Madison, Wis. Networking begins at 8:00 a.m., and the program begins at 8:30 a.m. Fee for the program is $25.

Keynote at the event is Christine Rew Barden, Shareholder, Trusts and Estates, Reinhart. Barden is also founder and chair of the firm’s Family Office Services Group. In addition to practicing in Wisconsin, Barden is licensed to practice in Illinois and works with many clients who have interests in both states.

Martha Sullivan, CPA, CEPA, president of EPI’s Wisconsin Chapter, said, “As advisors, we know that taxes are only one element of an effective estate plan. Our challenge is coaching our clients to understand the bigger picture, why having a solid plan is a gift to yourself and your family, and what elements should be addressed.”

The presentation will explore some of the most common psychological barriers or emotional constraints business owners face as they think through estate and end-of-life issues. Often these barriers or distractions trigger procrastination, confusion or mixed-messaging, and an overall lack of clear, consistent direction within the personal and estate planning process.

The Milwaukee workshop will be at PNC Bank, 411 E. Wisconsin Avenue, Milwaukee, Wis. 53202. To register, go to https://ox242.infusionsoft.com/app/manageCart/showManageOrder

The Madison workshop will be at Honkamp Krueger & Co., P.C., 251 Progress Way, Suite One, Waunakee, Wis. 53597. To register, go to https://ox242.infusionsoft.com/app/manageCart/showManageOrder

The Wisconsin Chapter of the Exit Planning Institute is a group of local advisors dedicated to changing the outcome for middle market owners looking to grow, transition, or exit their business. The purpose of the Wisconsin Chapter is to create a forum where the local community of professional advisors can collaborate to address unique needs of the community.

We develop educational programs for business owners and professional advisors to build awareness and better prepare an owner for the successful growth and exit of their business. Our chapter develops, encourages and fosters the adoption of best practices for the exit planning profession. For more information, visit www.EPIWisconsin.org.