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The AAII Milwaukee Chapter presents...


"Top Ten Mistakes Made in Beneficiary Designations"

    Discussed by:

    Dera L. Johnsen-Tracy & John Horn
    Attorneys, Horn & Johnsen SC

Our speakers, Dera Johnsen-Tracy and John Horn, will show you how to make sure your beneficiary designations and ownership arrangements are up to date on retirement plans, annuities, life insurance policies, investment accounts, bank accounts and even real estate to ensure they are consistent with your estate planning goals.

Attend This Meeting and Learn...
How to avoid common pitfalls in estate planning
About the different types of trusts and when they should be considered
How to make handling your affairs as easy as possible for your loved ones in the event of your incapacity or death

  MEETING DETAILS
Date:
Thursday, May 15, 2014
Time:
6:00 p.m.    Registration/Cash Bar/Light Refreshments/Social
7:00 p.m.    Program
Location:
Midway Hotel
1005 S. Moorland Rd.
Brookfield, WI
262/786-9540
[ Map This Location ]
Payment:
In Advance (by 5/13)
AAII Members and Family, $15/person; Non-members,
$20/person;
Students, $10/person
At the Door space permitting
Everyone, $20/person
No Refunds

  SUBGROUPS

Subgroups

Madison Subgroup
Contact: Jared Bessert, 608/298-9008, MadVest@sbcglobal.net

Date/Time: Wednesday, May 21, 2014, 6:00 p.m. (check-in begins at 5:30 p.m.)

Topic: “Top Ten Mistakes Made in Beneficiary Designations”
Speaker: Dera Johnsen-Tracy and John Horn, attorneys, Horn & Johnsen SC
Dera Johnsen-Tracy and John Horn will show you how to make sure your beneficiary designations and ownership arrangements are up-to-date on retirement plans, annuities, life insurance policies, investments accounts, bank accounts and even real estate to ensure they are consistent with your estate planning goals.

LOCATION: Sequoya Branch of the Madison Public Library, 4340 Tokay Blvd., Madison, WI, 53711, 608/266-6385. The new Sequoya Branch of the Madison Public Library is located in the Midvale Shopping Center, about halfway between the Beltline and University Avenue. Enter the library from either Tokay Blvd. or from the center’s parking lot.

Cost: Free and open to the public.

BROOKFIELD SUBGROUP (formerly Mutual Fund Subgroup)
Contact: Scott Berg, 262/ 893-7268 scott@scottberg.com

Date/Time: Wednesday, April 23, 2014, 7:00-8:30 p.m.

LOCATION: Brookfield Public Library, Harnischfeger Room, 1900 N Calhoun Rd, Brookfield, 262/782-4140. The April 23 meeting will be a presentation and discussion on market indexes such as the S&P 500 and the Russell 2000. What are they? How are they different? What ETFs and funds track an index? Future meeting dates are 5/21, 6/25, 7/23, 8/27, 9/24, 10/22, 11/26 and 12/17. The agenda for future meetings will include various topics including general organization, description and role of market index ETFs, how interest rates rising from historic lows affect other investments and polling of attendees on their opinions and predictions for the 2014 market. You are welcome to contact Scott with any questions or comments by emailing scott@scottberg.com or phoning him at 262/893-7268.

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