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Events

Prairie Trust proudly sponsors and supports several events in the community throughout the year.

We'd love to have you join us!

 
CE Luncheon Series: The Intersection of Exceptional Estate Planning and Bad Trust Administration
Tuesday, February 21, 2023, 12:00 - 1:30 PM
Presented by Cannon Financial Institute | CTFA, CFP, CPA/EA, LEGAL CLE, and CWS continuing education credits available
N16W23321 Stone Ridge Drive, Waukesha | Register for 2/21 - Waukesha
4600 American Pkwy., Suite 204, Madison (Take elevators to basement conference room) | Register for 2/21 - Madison

CE Luncheon Series: Giving Income Tax Considerations in Estate Planning the Respect They Deserve
Tuesday, March 21, 2023, 12:00 - 1:30 PM
Presented by Cannon Financial Institute | CTFA, CFP, CPA/EA, LEGAL CLE, and CWS continuing education credits available
N16W23321 Stone Ridge Drive, Waukesha | Register for 3/21 - Waukesha
4600 American Pkwy., Suite 204, Madison (Take elevators to basement conference room) | Register for 3/21 - Madison

CE Luncheon Series: It's Not All About Savings - How Trusts Can Impact Beneficiaries' Lives
Tuesday, April 25, 2023, 12:00 - 1:30 PM
Presented by Cannon Financial Institute | CTFA, CFP, CPA/EA, LEGAL CLE, and CWS continuing education credits available
N16W23321 Stone Ridge Drive, Waukesha | Register for 4/25 - Waukesha
4600 American Pkwy., Suite 204, Madison (Take elevators to basement conference room) | Register for 4/25 - Madison

CE Luncheon Series: Beyond Boilerplate - Designing and Administering Special Purpose Trusts
Tuesday, May 23, 2023, 12:00 - 1:30 PM
Presented by Cannon Financial Institute | CTFA, CFP, CPA/EA, LEGAL CLE, and CWS continuing education credits available
N16W23321 Stone Ridge Drive, Waukesha | Register for 5/23 - Waukesha
4600 American Pkwy., Suite 204, Madison (Take elevators to basement conference room) | Register for 5/23 - Madison

CE Luncheon Series: When Doing What's "Right" Might Be Wrong
Tuesday, June 20, 2023, 12:00 - 1:30 PM
Presented by Cannon Financial Institute | CTFA, CFP, CPA/EA, LEGAL CLE, and CWS continuing education credits available
N16W23321 Stone Ridge Drive, Waukesha | Register for 6/20 - Waukesha
4600 American Pkwy., Suite 204, Madison (Take elevators to basement conference room) | Register for 6/20 - Madison

CE Luncheon Series: Opportunities and Obstacles Created by the Uniform Trust Code
Tuesday, July 25, 2023, 12:00 - 1:30 PM
Presented by Cannon Financial Institute | CTFA, CFP, CPA/EA, LEGAL CLE, and CWS continuing education credits available
N16W23321 Stone Ridge Drive, Waukesha | Register for 7/25 - Waukesha
4600 American Pkwy., Suite 204, Madison (Take elevators to basement conference room) | Register for 7/25 - Madison

CE Luncheon Series: Estate Planning Solutions for the Disabled and Those Who May Be Approaching Disability
Tuesday, August 22, 2023, 12:00 - 1:30 PM
Presented by Cannon Financial Institute | CTFA, CFP, CPA/EA, LEGAL CLE, and CWS continuing education credits available
N16W23321 Stone Ridge Drive, Waukesha | Register for 8/22 - Waukesha
4600 American Pkwy., Suite 204, Madison (Take elevators to basement conference room) | Register for 8/22 - Madison

CE Luncheon Series: Gift and Estate Tax Black Holes
Tuesday, September 19, 2023, 12:00 - 1:30 PM
Presented by Cannon Financial Institute | CTFA, CFP, CPA/EA, LEGAL CLE, and CWS continuing education credits available
N16W23321 Stone Ridge Drive, Waukesha | Register for 9/19 - Waukesha
4600 American Pkwy., Suite 204, Madison (Take elevators to basement conference room) | Register for 9/19 - Madison

CE Luncheon Series: Directed Trusts - Slicing and Dicing Duties, Risks and Potential Liabilities
Tuesday, October 24, 2023, 12:00 - 1:30 PM
Presented by Cannon Financial Institute | CTFA, CFP, CPA/EA, LEGAL CLE, and CWS continuing education credits available
N16W23321 Stone Ridge Drive, Waukesha | Register for 10/24 - Waukesha
4600 American Pkwy., Suite 204, Madison (Take elevators to basement conference room) | Register for 10/24 - Madison

CE Luncheon Series: Defusing Disaster
Tuesday, November 14, 2023, 12:00 - 1:30 PM
Presented by Cannon Financial Institute | CTFA, CFP, CPA/EA, LEGAL CLE, and CWS continuing education credits available
N16W23321 Stone Ridge Drive, Waukesha | Register for 11/14 - Waukesha
4600 American Pkwy., Suite 204, Madison (Take elevators to basement conference room) | Register for 11/14 - Madison

CE Luncheon Series: Malpractice in Estate Planning - Some Guidance on How to Avoid It
Tuesday, December 12, 2023, 12:00 - 1:30 PM
Presented by Cannon Financial Institute | CTFA, CFP, CPA/EA, LEGAL CLE, and CWS continuing education credits available
N16W23321 Stone Ridge Drive, Waukesha | Register for 12/12 - Waukesha
4600 American Pkwy., Suite 204, Madison (Take elevators to basement conference room) | Register for 12/12 - Madison




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Our Team

The Prairie Trust team is dedicated to doing the right thing for the right reason, with an approach that is responsive, active and accessible.