Events

calendar page with dates


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: A Refresher - The Prudent Investor Rule, the Principal & Income Act and the Wisconsin Trust Code
Tuesday, January 22, 2019, 12:00 - 3:00 PM
Prairie Trust Community Room, 1227 Corporate Center Dr., Oconomowoc
Presenter: Victor Schultz, President & Chief Fiduciary Officer of Prairie Trust
Click here to register for 1/22

CE Luncheon Series: Security and Privacy Issues for Fiduciaries and Clients
Thursday, February 7, 2019, 12:00 - 2:00 PM
Prairie Trust Community Room, 1227 Corporate Center Dr., Oconomowoc
Presented by ABA | CLE, CTFA, CISP, CRSP, CPE continuing education credits available
Click here to register for 2/7

CE Luncheon Series: Current Issues in Charitable Giving
Thursday, March 7, 2019, 12:00 - 2:00 PM
Prairie Trust Community Room, 1227 Corporate Center Dr., Oconomowoc
Presented by ABA | CLE, CTFA, CISP, CRSP, CPE continuing education credits available
Click here to register for 3/7

CE Luncheon Series: What Should a Married Couple's Estate Plan Be Post 2017?
Thursday, April 4, 2019, 12:00 - 2:00 PM
Prairie Trust Community Room, 1227 Corporate Center Dr., Oconomowoc
Presented by ABA | CLE, CTFA, CISP, CRSP, CPE continuing education credits available
Registration information coming soon!

CE Luncheon Series: Fiduciary Litigation
Thursday, May 2, 2019, 12:00 - 2:00 PM
Prairie Trust Community Room, 1227 Corporate Center Dr., Oconomowoc
Presented by ABA | CLE, CTFA, CISP, CRSP, CPE continuing education credits available
Registration information coming soon!

CE Luncheon Series: Ethics Issues in a Modern Estate Planning Practice
Tuesday, June 25, 2019, 12:00 - 1:30 PM
Prairie Trust Community Room, 1227 Corporate Center Dr., Oconomowoc
Presented by Cannon Financial | CFP, CTFA, CISP, CRSP, CLE, CPE continuing education credits available
Registration information coming soon!

CE Luncheon Series: Your Marital Agreement Toolbox
Tuesday, July 23, 2019, 12:00 - 1:30 PM
Prairie Trust Community Room, 1227 Corporate Center Dr., Oconomowoc
Presented by Cannon Financial | CFP, CTFA, CISP, CRSP, CLE, CPE continuing education credits available
Registration information coming soon!

CE Luncheon Series: Practical Solutions to Vexing Trust Administration Dilemmas
Tuesday, August 27, 2019, 12:00 - 1:30 PM
Prairie Trust Community Room, 1227 Corporate Center Dr., Oconomowoc
Presented by Cannon Financial | CFP, CTFA, CISP, CRSP, CLE, CPE continuing education credits available
Registration information coming soon!

CE Luncheon Series: Uniform Acts Impacting Trusts and Estates
Thursday, October 3, 12:00 - 2:00 PM
Prairie Trust Community Room, 1227 Corporate Center Dr., Oconomowoc
Presented by ABA | CLE, CTFA, CISP, CRSP, CPE continuing education credits available
Registration information coming soon!

CE Luncheon Series: Unmaking Messes
Tuesday, October 22, 2019, 12:00 - 1:30 PM
Prairie Trust Community Room, 1227 Corporate Center Dr., Oconomowoc
Presented by Cannon Financial | CFP, CTFA, CISP, CRSP, CLE, CPE continuing education credits available
Registration information coming soon!

CE Luncheon Series: Estate Planning for Professionals
Tuesday, November 5, 2019, 12:00 - 1:30 PM
Prairie Trust Community Room, 1227 Corporate Center Dr., Oconomowoc
Presented by Cannon Financial | CFP, CTFA, CISP, CRSP, CLE, CPE continuing education credits available
Registration information coming soon!

CE Luncheon Series: Recent Developments in Estate and Trust Administration
Thursday, December 5, 2019, 12:00 - 2:00 PM
Prairie Trust Community Room, 1227 Corporate Center Dr., Oconomowoc
Presented by ABA | CLE, CTFA, CISP, CRSP, CPE continuing education credits available
Registration information coming soon!