Keep Family Wealth in the Family Seminar 8/20/24

Keep Family Wealth in the Family Seminar 8/20/24

Designed to help you gain a better understanding of how to preserve and protect your hard-earned assets for you and your family.

By Kowal Investment Group

Date and time

Tuesday, August 20 · 11:30am - 1pm CDT

Location

17975 W Sarah Ln

17975 West Sarah Lane Brookfield, WI 53045

About this event

  • 1 hour 30 minutes

At Kowal Investment Group, we understand the importance of family. Which is why we help our clients with all the pieces of their retirement plan puzzle, including estate planning.

We put together a panel of experts that will help you gain a better understanding of how you can keep family wealth in the family. This seminar is designed to help you gain a greater understanding of how you can protect yourself and your family, and what steps you should take to get there.

Jeff Kowal, CLU, ChFC, AEP - Founder of Kowal Investment Group

  • Jeff has been helping individuals plan for their retirement for more than 30 years.

Chaunsy Weisensel, CFP® - Financial Advisor with Kowal Investment Group

  • Chaunsy works directly with clients to help build, manage, grow, and protect their assets through life’s transitions.

Chris Berens - Trust Officer/Vice President with Horicon Bank

  • Chris has been in the trust administration business for more than 25 years, which has equipped him to help individuals and families design their ideal estate plans.

Alan Spiegel, Jr. - Estate Planning Attorney with The McLario Firm

  • Alan Spiegel, Jr. holds himself to a higher standard than his profession requires because he believes you deserve to be represented by someone who will work hard to protect and advocate for you.


Lunch will be provided.

Brookfield Lakes - Lake Lounge

  • 17975 W Sarah Lane, Brookfield, WI
  • Enter through East Entrance by Lake Lounge sign

Reach out to Heather Krugler with any questions

  • hkrugler@kowalinvestmentgroup.com or 262-290-5836


Kowal Investment Group, LLC (“Kowal”) is a Registered Investment Advisor (“RIA”), with the U.S. Securities and Exchange Commission (“SEC”). Kowal provides investment advisory and related services for clients in State of Wisconsin and other states.


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Kowal Investment Group

At Kowal Investment Group, we’re just as serious about your retirement as you are – your goals are our goals, and you always come first. When you put your trust in us, you can expect tireless dedication and responsive service – because you’ve earned it. Whether you’re looking for a final push heading into your retirement, retirement asset management and consolidation, or assistance in transferring business assets to retirement assets, our team’s focus is on helping you realize your vision. Since our inception, we have always operated under the fiduciary standard of care. Kowal Investment Group’s client-focused philosophy is all about putting your interests ahead of our own.

At Kowal Investment Group we help our clients, families and businesses build and preserve the wealth that they have accumulated. We are often reminded that the most important things in life aren’t things. But, we know that our clients have sacrificed to build a life for the ones they love. For many, it’s not working one more day, one more week, or year. It’s the time needed to soak in all of the things that money can’t buy. Time to enjoy the blessings of life and family. That’s why we chose years ago to focus on retirement planning. Our clients come first, it’s always been that way. That’s The Kowal Way.

www.TheKowalWay.com