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Milwaukee Estate Planning Forum, Inc.

MILWAUKEE ESTATE PLANNING FORUM, INC.

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Danila Danesi, CFA

Banker
J.P. Morgan Private Bank
111 E. Wisconsin Avenue, Suite 2200
Milwaukee, WI 53202
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Phone: 4149772063
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UPCOMING EVENTS

October 2, 2026

2026-2027 Membership Dues

See Event Details

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

See Event Details

November 4, 2026

Artificial Intelligence - Benefits and Ethical Issues

Nancy Rapoport

See Event Details

December 2, 2026

Wisconsin Pooled Trusts

Life Navigators Representative(s)

See Event Details

See Full Calendar

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National Association of Estate Planners & Councils

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