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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: Legitimate and Effective Asset Protection Planning
Tuesday, October 25, 2022, 12:00 - 1:30 PM
Presented by Cannon Financial Institute | CFP, CTFA, CISP, CRSP, CLE, CPE continuing education credits available
N16W23321 Stone Ridge Drive, Waukesha | Register for 10/25 - Waukesha
4600 American Pkwy., Suite 204, Madison (Take elevators to basement conference room) | Register for 10/25 - Madison

CE Luncheon Series: Qualified Retirement Plan and IRAs - What You Can and Can't Do
Tuesday, November 15, 2022, 12:00 - 1:30 PM
Presented by Cannon Financial Institute | CFP, CTFA, CISP, CRSP, CLE, CPE continuing education credits available
N16W23321 Stone Ridge Drive, Waukesha | Register for 11/15 - Waukesha
4600 American Pkwy., Suite 204, Madison (Take elevators to basement conference room) | Register for 11/15 - Madison

CE Luncheon Series: Assorted Ethics-Based and Related Legal Conundrums for Estate Professionals
Tuesday, December 13, 2022, 12:00 - 1:30 PM
Presented by Cannon Financial Institute | CFP, CTFA, CISP, CRSP, CLE, CPE continuing education credits available
N16W23321 Stone Ridge Drive, Waukesha | Register for 12/13 - Waukesha
4600 American Pkwy., Suite 204, Madison (Take elevators to basement conference room) | Register for 12/13 - Madison
 
CE Luncheon Series: Powers of Appointment - The Swiss Army Knife of Estate Planning
Tuesday, January 24, 2023, 12:00 - 1:30 PM
Presented by Cannon Financial Institute | CFP, CTFA, CISP, CRSP, CLE, CPE continuing education credits available
N16W23321 Stone Ridge Drive, Waukesha | Waukesha registration coming soon
4600 American Pkwy., Suite 204, Madison (Take elevators to basement conference room) | Madison registration coming soon
 
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 | CFP, CTFA, CISP, CRSP, CLE, CPE continuing education credits available
N16W23321 Stone Ridge Drive, Waukesha | Waukesha registration coming soon
4600 American Pkwy., Suite 204, Madison (Take elevators to basement conference room) | Madison registration coming soon
 
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 | CFP, CTFA, CISP, CRSP, CLE, CPE continuing education credits available
N16W23321 Stone Ridge Drive, Waukesha | Waukesha registration coming soon
4600 American Pkwy., Suite 204, Madison (Take elevators to basement conference room) | Madison registration coming soon
 
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 | CFP, CTFA, CISP, CRSP, CLE, CPE continuing education credits available
N16W23321 Stone Ridge Drive, Waukesha | Waukesha registration coming soon
4600 American Pkwy., Suite 204, Madison (Take elevators to basement conference room) | Madison registration coming soon
 
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 | CFP, CTFA, CISP, CRSP, CLE, CPE continuing education credits available
N16W23321 Stone Ridge Drive, Waukesha | Waukesha registration coming soon
4600 American Pkwy., Suite 204, Madison (Take elevators to basement conference room) | Madison registration coming soon
 
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 | CFP, CTFA, CISP, CRSP, CLE, CPE continuing education credits available
N16W23321 Stone Ridge Drive, Waukesha | Waukesha registration coming soon
4600 American Pkwy., Suite 204, Madison (Take elevators to basement conference room) | Madison registration coming soon
 
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 | CFP, CTFA, CISP, CRSP, CLE, CPE continuing education credits available
N16W23321 Stone Ridge Drive, Waukesha | Waukesha registration coming soon
4600 American Pkwy., Suite 204, Madison (Take elevators to basement conference room) | Madison registration coming soon
 
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 | CFP, CTFA, CISP, CRSP, CLE, CPE continuing education credits available
N16W23321 Stone Ridge Drive, Waukesha | Waukesha registration coming soon
4600 American Pkwy., Suite 204, Madison (Take elevators to basement conference room) | Madison registration coming soon
 
CE Luncheon Series: Gift and Estate Tax Black Holes
Tuesday, September 19, 2023, 12:00 - 1:30 PM
Presented by Cannon Financial Institute | CFP, CTFA, CISP, CRSP, CLE, CPE continuing education credits available
N16W23321 Stone Ridge Drive, Waukesha | Waukesha registration coming soon
4600 American Pkwy., Suite 204, Madison (Take elevators to basement conference room) | Madison registration coming soon
 
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 | CFP, CTFA, CISP, CRSP, CLE, CPE continuing education credits available
N16W23321 Stone Ridge Drive, Waukesha | Waukesha registration coming soon
4600 American Pkwy., Suite 204, Madison (Take elevators to basement conference room) | Madison registration coming soon
 
CE Luncheon Series: Defusing Disaster
Tuesday, November 14, 2023, 12:00 - 1:30 PM
Presented by Cannon Financial Institute | CFP, CTFA, CISP, CRSP, CLE, CPE continuing education credits available
N16W23321 Stone Ridge Drive, Waukesha | Waukesha registration coming soon
4600 American Pkwy., Suite 204, Madison (Take elevators to basement conference room) | Madison registration coming soon
 
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 | CFP, CTFA, CISP, CRSP, CLE, CPE continuing education credits available
N16W23321 Stone Ridge Drive, Waukesha | Waukesha registration coming soon
4600 American Pkwy., Suite 204, Madison (Take elevators to basement conference room) | Madison registration coming soon




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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.