Calendar

  • The Financial Planning Association of Southern Wisconsin will hold the seminar “How Healthcare Reform Affects You & Your Clients and Insurability Rules” on Thursday, Jan. 20 from 7:30 a.m. until noon at the Country Springs Hotel, 2810 Golf Rd., Pewaukee. Dr. Carolyn McClanahan, both a physician and a certified financial planner, will provide up-to-date information about federal healthcare legislation and how it affects financial planning. Cost is $129 for FPA members and $169 for non-members. For information or to register, visit http://www.cvent.com/EVENTS/Info/Invitation.aspx?i=9d2cfa77-4ddd-45fd-9e00-fc83031fd5fe 
  • Kolb+Co. M&A Advisors will present the seminar “Preventing Integration Mistakes” on Thursday, Dec. 2 at 5:30 p.m. at the company’s office, 13400 Bishop’s Lane, Suite 300, Brookfield. To register, visit https://www.signup4.net/Public/ap.aspx?EID=HELP34E
  • The Wisconsin chapter of Midwest Business Brokers and Intermediaries will host the event “2010’s Over, Now What?” on Thursday, Dec. 9 from noon until 5 p.m. at the Milwaukee Athletic Club, 758 N. Broadway, Milwaukee.
    The event will include sessions on today’s uncertain economy, the lack of clarity because of the federal tax situation, and how to close merger and acquisitions and related financial transactions in difficult economic times. It will also include an update on wealth management, as well as a networking session where financial professionals will have an opportunity to discuss current projects.
    For more info or registration details go to mbbi.org, email WIinfo@mbbi.org or call (920) 246-5463.

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