Wisconsin Forum Meeting Agenda

Friday, December 6, 2019
8:30 AM - 9:00 AM
Welcome
Continental Breakfast and Collegial Greetings
9:00 AM - 10:15 AM
Planning for Education
Guest Speaker: Russell Bold, Thrivent Financial
The growing price of college in the United States has outpaced inflation by as much as four times. Understanding that the cost of college is a retirement problem can help benefit both parents and students. Finding a balance can have positive generational implications. 
10:15 AM - 10:30 AM
Break
 
10:30 AM - 12:00 PM
Copyright Law
Guest Speaker: Elizabeth Russell, Russell Law 
This presentation will provide fundamental tools for identifying a client’s copyright assets; for distinguishing between copyrights and copies as distinct assets; and for appreciating the copyright termination right as a vitally important consideration in the estate planning process. 
12:00 PM - 1:00 PM
Lunch
Sharing of Materials – Bring with you or post on Wisconsin online community prior to the meeting.
1:00 PM - 1:30 PM
TACS & ETACS Update
 
1:30 PM - 2:00 PM
Set up WI Council, TACS and ETACS meeting dates for 2020
 
2:00 PM - 3:00 PM
2019 Tax Update
Guest Speaker: Robert Keebler, Keebler & Associates, LLP