Michael Rodenbaugh - Milwaukee Estate Planning Forum, Inc.

	MILWAUKEE ESTATE PLANNING FORUM, INC.	MEMBER LOGIN
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Member Directory

CFP®

Founder

Boardwalk Financial Strategies, LLC

3215 Golf Road, Suite 111

Delafield, WI 53018

Phone: (262) 423-7552

THIS LIST IS FOR MEMBERS ONLY AND IS NOT TO BE USED FOR MARKETING PURPOSES.

September 2, 2020

Opportunity Zone Funds & Estate Planning

Hamang Patel and Amy Kiiskila

October 7, 2020

Estate Planning and Personal Property

Caitkyn Sikorski (Reinhart), Sara Mulloy (Hindman Auctions), John Shannon (Guardian Fine Art), Jennifer D'Amato (Reinhart)

November 4, 2020

New Kids on the Block(chain): Planning with Bitcoin and Cryptocurrency

Abigail Earthman

December 2, 2020

Assuring Compliance with Decedent's Wishes in an Era of Decanting, Early Terminations, and Other Irrevocable Trust Modifications

Diana Zeydel