About this Event
At Kowal Investment Group, we understand the importance of family. Which is why we help our clients with all the pieces of their retirement plan puzzle, including estate planning.
We put together a panel of experts that will help you gain a better understanding of how you can keep family wealth in the family. This seminar is designed to help you gain a greater understanding of how you can protect yourself and your family, and what steps you should take to get there.
Jeff Kowal, CLU, ChFC, AEP - Founder of Kowal Investment Group
- Jeff has been helping individuals plan for their retirement for more than 30 years.
Chaunsy Weisensel, CFP® - Financial Advisor with Kowal Investment Group
- Chaunsy works directly with clients to help build, manage, grow, and protect their assets through life’s transitions.
Chris Berens - Trust Officer/Vice President with Horicon Bank
- Chris has been in the trust administration business for more than 25 years, which has equipped him to help individuals and families design their ideal estate plans.
Alan Spiegel, Jr. - Estate Planning Attorney with The McLario Firm
- Alan Spiegel, Jr. holds himself to a higher standard than his profession requires because he believes you deserve to be represented by someone who will work hard to protect and advocate for you.
Lunch will be provided.
Brookfield Lakes - Lake Lounge
- 17975 W Sarah Lane, Brookfield, WI
- Enter through East Entrance by Lake Lounge sign
Reach out to Heather Krugler with any questions
- [email protected] or 262-290-5836
Kowal Investment Group, LLC (“Kowal”) is a Registered Investment Advisor (“RIA”), with the U.S. Securities and Exchange Commission (“SEC”). Kowal provides investment advisory and related services for clients in State of Wisconsin and other states.
Event Venue & Nearby Stays
17975 W Sarah Ln, 17975 West Sarah Lane, Brookfield, United States
USD 0.00
