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Events

We'd love to have you join us!

 
 
CE Luncheon Series: Nuts and Bolts of Trust Terminations
Tuesday, July 23, 2024, 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 7/23

CE Luncheon Series: Addressing the Estate Planning Needs of Modern-Day Clients
Tuesday, August 20, 2024, 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 8/20

CE Luncheon Series: Multi-Faceted Conflicts Among Trust Beneficiaries, Trustees, the IRS and the Courts
Tuesday, September 17, 2024, 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 9/17

CE Luncheon Series: Durable Powers of Attorney - An Essential Estate Planning Component
Tuesday, October 22, 2024, 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 10/22

CE Luncheon Series: Repair or Replace? The Deficient Trustee
Tuesday, November 12, 2024, 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 11/12

CE Luncheon Series: Application of Legal Ethics Rules When There's No Attorney-Client Relationship
Tuesday, December 10, 2024, 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 12/10






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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.