Free Seminars

The FVL Mission Advancement Office has arranged for a series of free financial planning seminars for all who are interested.  Presenters 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.

2021-22 Seminars

  • Retirement Planning - October 20 (6 PM)
  • Tax Law Changes/Estate Planning - January 12
  • Long Term Care - April 27
  • College Savings - TBD
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April 27 Long Term Care - 6 PM 

Long Term Care Seminar information

It's important to help protect your loved ones from financial, physical and emotional burdens if you should require long term care.

Long term care is the assistance or supervision you may need when you are not able to do some of the basic activities of daily living. You may need assistance if you suffer from an injury, an illness or a stroke. Others may need help because of mental deterioration.

Knowing what the benefits of long-term care insurance can help you determine whether it’s right for you and your family. These benefits include:

  • Giving you the flexibility to participate in deciding where to get care and who provides it
  • Helping protect your retirement savings by letting you use them for what it was originally intended – enjoying retirement
  • Helping protect the family from providing all the care

 

Register online for the April 27 event​​​​​​


  • Please enter the building through Door L (near the statues on the southeastern corner of the building).
  • Seminar begins at 6 PM

 

Questions?

Contact the FVL Director of Mission Advancement.

MissionAdvancement@fvlhs.org
920-560-5107

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Jan. 12 Tax Law Changes and Estate Planning - 6 PM 

Estate Planning and Tax Law Changes Seminar 1-12 at 6 PM at FVL

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!


January 12 Event Registration

  • Please enter the building through Door L (near the statues on the southeastern corner of the building).
  • Seminar begins at 6 PM

 

Questions?

Contact the FVL Director of Mission Advancement.

MissionAdvancement@fvlhs.org
920-560-5107

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Evening image at Plamann Park with foggy road

Oct. 20 Retirement Planning - 6 PM

  • Do you have questions about retirement?

  • 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 on October 20 at 6 PM to hear attorney Tori Kluess and financial advisor, David Wendland.