Free Seminars
Estate Planning - Tuesday, April 25 at 6 PM
Surveys suggest that over 60% of Americans do not have a will or estate plan in place. Of those who do, many have not been updated for current household situations.
- Are you looking to put a plan in place?
- Does your will or estate plan need updating?
Whether your plan is 25 years old or you are interested in putting your first plan in place, this free seminar shares information that applies to you.
All ages are welcome to join us!
- Please enter the building through Door L (near the statues on the southeastern corner of the building).
- Seminar begins at 6 PM
Seminars
- College Financial Planning - Monday, October 3
- Tax Advantage Investments - Thursday, November 3
- Retirement Planning - Thursday, March 23
- Estate Planning - Tuesday, April 25 (rescheduled from April 27)
SEMINARS BEGIN AT 6 PM
at FVLHS
Questions?
MissionAdvancement@fvlhs.org
920-560-5107
Presenters for our last three seminars, Tori Kluess (Class of 1984) and David Wendland (Class of 1996), will share their financial and legal expertise, and will answer your questions.
- Tori has over 25 years of experience in intellectual property law, computer and internet law, and commercial and business law. She also practices in the areas of estate planning, business succession planning and charitable giving, and handles probate and trust administration proceedings.
- David offers over 9 years of experience in retirement savings strategies, retirement income, insurance and annuities, and various wealth strategies.
College Financial Planning - Monday, October 3 at 6 PM
Would you like to better understand the cost of college and learn some strategies to help lower your family’s out of pocket college costs? Join us for a College Planning Strategies workshop presented by Casey St. Henry of Thrivent to better understand why the cost of college is different for every family and how you can get out in front of this problem!
Thursday, Nov. 3 Tax Advantage Investments - 6 PM
Come learn more about tax-advantaged saving opportunities. This seminar shares strategies to save for retirement and education by utilizing your company retirement plan, Traditional and Roth IRAs and 529 accounts, as well as tax advantage ways to distribute funds in retirement.
- Please enter the building through Door L (near the statues on the southeastern corner of the building).
- Seminar begins at 6 PM
Retirement Planning - Thursday, March 23 at 6 PM
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Do you have questions about retirement?
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Not sure how to find the best plan for your needs?
Whether retirement is less than 5 years or 25 years from today, you have this special opportunity to hear from experts and get questions answered. Join us at FVL to hear attorney Tori Kluess and financial advisor, David Wendland.
- Please enter the building through Door L (near the statues on the southeastern corner of the building).
- Seminar begins at 6 PM
