Member Directory

October 7, 2026

Relationship Foundations: Ethics of the Client Relationship

Elli Becker and Jeremy Guth, as well as guest panelists Andrew Bird and Sean Bailey

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November 4, 2026

Artificial Intelligence - Benefits and Ethical Issues

Nancy Rapoport

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December 2, 2026

Wisconsin Pooled Trusts

Life Navigators Representative(s)

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February 3, 2027

Grantor Trust Traps

Vada Lindsey

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UPCOMING EVENTS