MILWAUKEE ESTATE PLANNING FORUM, INC.

The foundation of client relationships starts with knowing who your client is. That affects all the professionals gathered at the Milwaukee Estate Planning Forum. Every discipline has ethical rules and requirements that guide client relationships and professional interactions. Elli Becker and Jeremy Guth of O’Leary-Guth Law Office, S.C. review the ethical considerations faced by attorneys, with commentary from guest panelists Andrew Bird of Mosaic Financial Partners and Sean Bailey of Vesta CPAs, S.C. regarding their discipline’s ethical rules and responsibilities when it comes to dealing with clients across each profession.

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Salad:  Iceberg, Mesclun, and Romaine Lettuces accented with Grape Tomatoes, Cucumbers, Shredded Carrots then dressed in Champagne Balsamic Vinaigrette and topped with Garlic Basil Croutons

Entrée: Vodka Chicken, Basil & Garlic Marinated Chicken Breast, Green Onion Risotto, Provencal Vegetable,
Classic Vodka Sauce, Shaved Parmesan

or

Vegetarian Option

(Please request Vegetarian Option or note any dietary restrictions in RSVP)

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