The Milwaukee Estate Planning Forum, Inc. is a local organization in Milwaukee, WI of professional estate planners focused on furthering the education of our members and the public in estate planning. Find a local estate planner or learn more about how to become an accredited estate planner (AEP) in Milwaukee, WI.
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National Association of Estate Planners
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National Association of Estate Planners
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Milwaukee Estate Planning Forum, Inc. - Estate Planners in Milwaukee, WI - Serving the public's needs in Estate Planning | milwaukeeepf.org Reviews
https://milwaukeeepf.org
The Milwaukee Estate Planning Forum, Inc. is a local organization in Milwaukee, WI of professional estate planners focused on furthering the education of our members and the public in estate planning. Find a local estate planner or learn more about how to become an accredited estate planner (AEP) in Milwaukee, WI.
milwaukeeepf.org
For Professionals - Milwaukee Estate Planning Forum, Inc.
http://www.milwaukeeepf.org/members/professionals
Wednesday, September 7, 2016. Valuations Including S-Corps and Discounts. MILWAUKEE ESTATE PLANNING FORUM, INC. For information on joining this Estate Planning Council, please reference the Application Form page of this website or visit the Contact Us page. Issue 24 - August, 2016 Issue. Regular Columns and Reports. Note from the Editor: Time to Start the Estate Planning Conversation with Your Privately Held Business Owner Clients. Creative Planning Strategies Once the 2704 Regs Become Final. 53rd Annual...
About Us - Milwaukee Estate Planning Forum, Inc.
http://www.milwaukeeepf.org/council/about
Wednesday, September 7, 2016. Valuations Including S-Corps and Discounts. MILWAUKEE ESTATE PLANNING FORUM, INC. MESSAGE FROM THE PRESIDENT. Dear Members and Guests,. Welcome to the official website of the Milwaukee Estate Planning Forum, Inc. Our website is designed primarily to keep you apprised of upcoming Forum events and to assist you in finding qualified professionals and resources related to the field of estate planning. Our membership constituency includes a diverse array of professionals working ...
Council Information - Milwaukee Estate Planning Forum, Inc.
http://www.milwaukeeepf.org/council/info
Wednesday, September 7, 2016. Valuations Including S-Corps and Discounts. MILWAUKEE ESTATE PLANNING FORUM, INC. The Milwaukee Estate Planning Forum meets on the first Wednesday of the month from September through December and February through May, and guests are always welcome. The speakers discuss recent estate planning developments or issues of importance for the various estate planning disciplines. September 7, 2016. Valuations Including S-Corps and Discounts. Brian Browning, Valuation Research Corp.
Member Renewal - Milwaukee Estate Planning Forum, Inc.
http://www.milwaukeeepf.org/members/renewal
Wednesday, September 7, 2016. Valuations Including S-Corps and Discounts. MILWAUKEE ESTATE PLANNING FORUM, INC. You must be logged in to renew your membership. Login now. September 7, 2016. Valuations Including S-Corps and Discounts. Brian Browning, Valuation Research Corp. October 5, 2016. November 2, 2016. December 7, 2016. National Association of Estate Planners and Councils. National Association of Estate Planners and Councils. See Privacy Policy. And Terms of Use.
Document Library - Milwaukee Estate Planning Forum, Inc.
http://www.milwaukeeepf.org/council/documents
Wednesday, September 7, 2016. Valuations Including S-Corps and Discounts. MILWAUKEE ESTATE PLANNING FORUM, INC. To view documents in this category. Application for Membership (.PDF). Application for Membership.pdf. Application for Membership (Word). Application for Membership (fillable Word Doc)[2].doc. September 7, 2016. Valuations Including S-Corps and Discounts. Brian Browning, Valuation Research Corp. October 5, 2016. November 2, 2016. December 7, 2016. And Terms of Use.
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Phillip J. Schmidt : PJS Investment Management
http://www.pjsinvestment.com/Phillip-J-Schmidt
Phillip J. Schmidt. As Founder, President, and Chief Investment Officer, Phillip leads the investment committee and is responsible for setting overall investment strategy. With 45 years’ experience, Phillip’s in-depth knowledge of the financial industry was developed by serving in all positions which comprise PJS Investment Management today. MS in Science, University of Wisconsin - Madison. BS in Science, University of Wisconsin – Madison. Phillip J. Schmidt. Patrick N. Sommerfield. Nicholas A. Ziarek.
Homepage : PJS Investment Management
http://www.pjsinvestment.com/homepage
We build enduring financial partnerships by providing customized investment management and wealth planning services. We are chosen because our tailored approach focuses on building solutions and setting goals for our clients and their investment portfolios. Whatever your age, level of experience, level of education, or financial situation there is always a next step. Welcome to PJS Investment Management. We invite you to use the links below to learn more about us and our services. Investment advisory ser...
Video : PJS Investment Management
http://www.pjsinvestment.com/Video
How to Save for Retirement. Medical Professionals and Physicians. W62 N570 Washington Avenue. Certified Financial Planner Board of Standards. NAPFA – Registered Financial Advisor. Milwaukee Estate Planning Forum. Investment advisory services offered through P.J. Schmidt Investment Management, Inc., an SEC registered investment advisor. Additional information, including fees, can be found by searching www.adviserinfo.sec.gov. Using our firm's CRD number, 104701.
Our Services : PJS Investment Management
http://www.pjsinvestment.com/services
We will work with you to develop, implement, and monitor an investment strategy tailored to your specific investment and cash-flow needs. We also provide detailed, customized, quarterly reports including your personal portfolio performance, economic commentary and market updates. Summary of Services Included:. Discuss investment expectations, tolerance for risk, and investment and retirement time horizon. Review and analyze existing holdings, needs, and financial circumstances. Inform you of changes in t...
Frequently Asked Questions : PJS Investment Management
http://www.pjsinvestment.com/faq
What Exactly does PJS Investment Management do? PJS Investment Management provides a fee-only, cutting edge personal and professional investment experience with an emphasis on strong after-tax performance and long-term relationship with our clients. Quite simply, we attempt to take the worry out of personal finance and help individuals and families make wise financial decisions at critical times in their lives. Why seek professional portfolio management? What is a Fiduciary duty? True advisors are not an...
Investment Philosophy : PJS Investment Management
http://www.pjsinvestment.com/Investment-Philosophy
The primary focus of our investment process is on risk control, via strategic diversification. We achieve competitive returns by favoring dominant companies with strong fundamentals, a commanding position in the industry and favorable long-term trends within the world economy. We strive to attain the following criteria when making individual equity selections:. Strong corporate management and leading market positions for its products and services. Attractive valuation based on price-to-earnings ratio, pr...
Calculators : PJS Investment Management
http://www.pjsinvestment.com/Library/Calculators
How long will my money last with systematic withdrawals? You have worked hard to accumulate your savings. Use this calculator to determine how long those funds will last given regular withdrawals. Should I pay down debt or invest my monthly surplus? What is my current net worth? Comparing mortgage terms (i.e. 15, 20, 30 year). Should I refinance my mortgage? Over the last couple of years with interest rates at a 40-year low, many people refinanced their mortgages. Even though rates have crept up over...
Client Access : PJS Investment Management
http://www.pjsinvestment.com/account-access
Below, you will find links to login for various client tools. Please, click on the appropriate link below to access your custodian’s home page. PJS Investment Management Personal Website Login. Organize everything you own all in one safe, secure, easy to access place. Updates every account you have on a daily basis. Create a budget and track your spending, assets, and liabilities against your goals. Create and access planning reports form any computer. W62 N570 Washington Avenue.
Our Approach : PJS Investment Management
http://www.pjsinvestment.com/PJS-Advantage
Our investment philosophy is based on five key drivers: Personal Attention and Service, Tailored and Tactical Discipline, Performance-Focused, Independent Thinking, and Tax Efficiency. And Mindful of Costs. Personal Attention and Service. We believe each of our clients has a unique set of needs and deserves a truly personal approach. Tailored and Tactical Discipline. Our tactical approach allows us to work with you to incorporate specific restrictions and/or act unconstrained, e.g. willingness to...Chang...
Who We Help : PJS Investment Management
http://www.pjsinvestment.com/who-we-help
Typically, we are chosen by clients when they are in a period of life transition, interested in customized portfolio management, and/or are seeking comprehensive wealth planning. The following descriptions are not actual clients but have similar stories to those of many of the families that work with us. They are used for illustrative purposes only. Increasingly Complex Financial Situation:. For George and Jane, PJS Investment Management’s comprehensive investment approach helps them:. Susan has limited ...
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Milwaukee Estate Planning Forum, Inc. - Estate Planners in Milwaukee, WI - Serving the public's needs in Estate Planning
Wednesday, May 2, 2018. Tax Act of 2017 (Specifically IRC Sec. 199A and related law change) on Estate Planning. MILWAUKEE ESTATE PLANNING FORUM, INC. Welcome from the Milwaukee Estate Planning Forum! The Milwaukee Estate Planning Forum is a multi-disciplinary organization that supports the team concept of estate planning. We admit to membership attorneys, trust officers, accountants, insurance and financial planners and planned giving professionals, as well as allied professionals. May 2, 2018. Michelle ...
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