A Multi-Disciplinary Approach to Year-End Planning in 2025 & Annual Member Meeting (2-hours)
Date: Thursday, November 13, 2025
Time: 11:30am - 1:30pm
Location: Butte des Morts Country Club
Speaker: Panel Discussion - Matthew Wettstein, Molly Carlson, Megan Spranger, Ben Brand, Kyle Tripp
11:30 - 1:30 - includes 30 minute Annual Members Meeting (11:30-12:00), followed by a 90 minute mult-discilnary discussion on the topic of year-end planning for 2025.
- Matthew Wettstein Baker Tilly Accounting
- Molly Carlson Associated Trusts
- Megan Spranger Theda Care Family of Foundations Charitable
- Ben Brand Kelly, Brand, Muza, Brand & Lim Legal
- Kyle Tripp Johnson Bank Investment
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