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The Waukesha County Estate Planning Council is the premier networking resource and professional association for estate planning professionals in Waukesha County and south east Wisconsin.  Meetings are held monthly during fall, winter and spring, including social and networking time, a delicious meal, and educational speakers.

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WCEPC

3rd Thursday of Jan, Feb, Mar, Sep, Oct, Nov; 5pm-7:30pm
Milwaukee Marriott West
W231 N1600 Corporate Court
Waukesha, WI  53186
United States
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Speaking at this meeting is Chris McArdle. Chris has been helping individuals and small employers in the Milwaukee area find insurance solutions for almost 25 years. In addition to finding the right plan at the right price, he also ensures the consumer is educated and can be confident in their decisions. He presents on the topics of Medicare and the Affordable Care Act regularly, and is frequently quoted in the local media. Chris has served on various industry task forces and advisory groups for the Office of the Commissioner of Insurance, and for local insurance carriers. 

The three primary areas of concentration for Chris and his firm are small group benefits (health, dental, vision, life, disability, etc.), Medicare plans, and individual policies for those without access to group medical coverage. By narrowing their scope of focus, Chris and his team are able to deliver market leading solutions, and world class service.

Chris is a graduate of Marquette University with a degree in Business Economics, and remains active with various alumni groups at his alma mater. He currently serves as the Board Chair at YMCA Camp Minikani and is on the YMCA of Metropolitan Milwaukee Board of Directors. Chris has served as President of the Milwaukee Alumni Chapter of Delta Sigma Pi, and enjoys volunteering with groups such as Hunger Task Force of Milwaukee, St. John Vianney Parish and the American Heart Association. Chris and his wife Michelle live in Brookfield with their teenage daughter, Meghan. 

Joel Nettesheim and Dan Glomski will be tag team presenting for our March Meeting. Joel is a principal at SVA Certified Public Accountants, S.C. and member of the Business Advisory Services group. Joel helps clients improve their company profitability and protects their interests by clearly understanding their future goals. He works closely and proactively with clients with an emphasis in business and income tax planning. This approach results in better management of their business and personal assets to help them reach their life goals. 
 
Dan is also a principal with SVA Certified Public Accountants, S.C. and a member of the Business Advisory Services group. Dan helps clients understand financial information to improve their company‚Äôs profitability and protect their interests.  He does this by taking the time to understand the client, external influences and personal objectives of the owners. He works closely and proactively with the clients, emphasizing customer service and being available for his clients. This approach results in supporting clients with timely information and strategies to move them and their businesses forward to help them reach continued success. 

Speaking at this meeting is David Patzer. David is the chair of Godfrey & Kahn's Estate Planning, Estate & Trust Administration Practice Group in the Milwaukee office. His areas of practice include fiduciary income taxation, estate and gift taxation, probate administration, and the preparation of marital agreements, wills, trusts, and other estate planning instruments. David's presentation will be the Heckerling Institute on Estate Planning 2019 Update.