Daily Money Managers help seniors with bill paying, opening and sorting mail, reviewing financial statements and organizing important medical and financial paperwork. Join us for a discussion with Barbara Boustead of Mary’s Daughter LLC and Judy Fowler of Personal Money Management, LLC about how a DMM can help you or a loved one! Preregistration is
Attorneys John Horn and Dera Johnsen-Tracy are proud members of WealthCounsel, LLC, a highly respected national consortium of estate planning attorneys. John and Dera have been invited to present as faculty at the WealthCounsel and ElderCounsel’s national Symposium 2018 in San Diego, California! For more information, visit https://wealthcounsel.swoogo.com/symposium2018/. For tickets visit https://wealthcounsel.swoogo.com/symposium2018/.
Attorneys can register through the State Bar of Wisconsin (PINNACLE) for “On Borrowed Time: Emergency Estate Planning” at the State Bar Center on Thursday, May 3rd from 8:30am-3:50pm. Dera is one of several presenters for this program. Find Out More Information Here.
Attorneys John Horn and Dera L. Johnsen-Tracy of Horn & Johnsen SC are featured presenters at the 2018 Investor Conference for the American Association of Individual Investors (AAII), presenting “Exotic Trusts and When to Use Them”. For more information, visit http://www.aaii.com/conference. Runs from: 10/26/2018 – 10/28/2018
Date and Time: April 26, 11am-12pm Location: Crowne Plaza Milwaukee Airport, Milwaukee, WI Attorney Dera L. Johnsen-Tracy of Horn & Johnsen SC will present Estate Planning for Small and Modest Estates at the 2018 Wisconsin State Convention of the Wisconsin Chapter of the American Society for Clinical Laboratory Science (ASCLS). For more information, visit Click