The CFA Society of Milwaukee will present “A Social Event with Pat Dorsey from Morningstar” on Wednesday, March 9 from 5 to 8 p.m. at Joey Buona’s, 500 N. Water St., Milwaukee. Leveraging Morningstar’s extensive research on competitive advantage, Director of Research Pat Dorsey will share findings to help investors judge whether executives are digging economic moats around their businesses, or filling them in. For information or to register, visit www.cfamilwaukee.org/Lists/Events%20Calendar/DispForm.aspx?ID=10&Source=http%3A%2F%2Fwww.cfamilwaukee.org%2FPages%2FEventListings.aspx.
The Financial Planning Association of Southern Wisconsin will present the seminar “Trends, Traps and Opportunities in Estate and Tax Planning After 2010” on Thursday, March 10 from 7:30 a.m. to noon at the Country Springs Hotel, 2810 Golf Rd., Pewaukee.
The presenter John "Jeff" Scroggin, has practiced business, tax and estate law in Atlanta, Georgia for 32 years, is an author, is often interviewed, and has been highly reviewed when he addressed the Chapter in the recent past. He will discuss income tax planning, estate tax avoidance, gifting, new estate tax portability rules, business exit planning and continuing uncertainty for clients after 2012.
For information or to register, visit www.cvent.com/EVENTS/Info/Invitation.aspx?i=52b12ab9-4a1e-403f-969d-5d1153d8cd59.
