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Main Meeting - Appleton

with... Multiple Speaker(s)

Appleton Main Meeting

Wednesday, October 11, 2017

Radisson Paper Valley
333 W College Ave
Appleton, WI 54911

WiscoREIA’s Appleton Main Meeting Always on the Second Wednesday of the month!

Hosted by: Jason Lund & David Nelson

Wednesday, October 11th from 7:00pm – 9:00pm

Speakers: Carissa Giebel, Keith Doxtator & Kurtis Larson



Carissa Giebel:

Carissa M. Giebel is a Wisconsin attorney and counselor, helping families throughout Northeast Wisconsin preserve their legacies. She is dedicated to providing comprehensive, highly personalized counsel in wealth preservation through estate planning. She is committed to helping her clients understand the foundation of estate planning and the value it provides for themselves and their loved ones. Her goal is to make a difference in your life and your family’s life for generations to come.

Law is more than a profession to Carissa, it’s her calling. She genuinely believes everyone should carefully consider their estate plan. Everyone has an estate plan, but for those who fail to proactively plan, the state will end up deciding how it’s structured. Carissa serves her clients by ensuring they all receive the information, guidance, and resources needed to pass their legacy on to their loved ones or any charity, church, or community organizations in which they have a strong personal involvement.

Carissa grew up in Rosendale, but now has a country home outside of Appleton. Her time outside of work is enjoyed with her husband Adam and her children, Emery, Adalyn, and Liezel. They spend much of their free time up north near the Crivitz area.  She loves to travel and was fortunate to get an opportunity to spend a year studying abroad in Australia and also was able to backpack for seven weeks throughout Europe after college graduation. She is also an active volunteer at Appleton Alliance Church in Discovery Land with the little ones.

Carissa received a bachelor’s degree from the University of Wisconsin- Green Bay, where she graduated cum laude. She majored in Business Administration, focusing on finance and economics. After graduation, she began her professional career in the banking industry as a credit analyst. She later earned her Juris Doctor degree from Regent University School of Law in Virginia Beach, Virginia. Since graduating from law school, her legal career has been focused on comprehensive estate planning.

Carissa is a member of the State Bar of Wisconsin and a member of Wealth Counsel, a nationwide collaboration of estate planning attorneys and other legal, tax, and business professionals. She is also a member of the Wisconsin Council of Estate Planning Attorneys and the Outagamie County Bar Association.

To schedule an initial consultation with Attorney Giebel to discuss your estate planning, asset protection, disability planning, nursing home planning, guardianship, estate administration or probate, or trust settlement, please call 920-560-4651 or email carissa@legacylawllc.com.



Keith Doxtator:
Keith Doxtator is a financial advisor that focuses on holistic financial planning and the investment and insurance products to implement the plan. He enjoys projecting various scenarios to help clients understand and prepare for what’s ahead. His professional interests include charitable giving, investment selection and retirement income strategies. Outside of the office, Keith enjoys spending time with his family, sports, games and getting outdoors.

Keith received his MS in Financial Services and Chartered Advisor in Philanthropy® designation from The American College in Bryn Mawr, Pennsylvania. He earned the Accredited Portfolio Management AdvisorSM certification from the College for Financial Planning in Denver, Colorado. He holds Series 7 and 66 registrations since 2010.




Kurtis Larson:

Kurtis Larson is a financial advisor that focuses on comprehensive financial planning to help clients along their financial journey. He enjoys working with his clients on retirement income design, portfolio strategies, and protection needs. His other interests include upland and whitetail hunting, fishing, camping, and spending quality time with his family.

Kurtis received his BS in Business Administration with an emphasis in Finance, Insurance, and Real Estate with minors in Economics and Military Science from UW-Stevens Point. He earned the Chartered Retirement Planning CounselorSM (CRPC®) certification from the College for Financial Planning in Denver, Colorado. He holds his series 7 and 66 registrations.

Topic: Estate Planning in a Nutshell

Discussing the 3 Phrases of Estate Planning - Disability Planning, Asset Transfer Planning & Inheritance Protection Planning.
Learn the value of a durable power of attorney, health care power of attorney, and living will.
Learn the difference between a will and a trust and how each is used.

You have worked hard to build your estate, but you may not be sure of the best way to pass your assets, real estate, business, and personal property to your loved ones. You may also be facing some common concerns to many families, which may be complicating the planning process, such as paying for nursing home care while preserving assets for the spouse at home. As an estate planning law firm, we are dedicated to developing comprehensive estate plans, including wills and trusts, that integrate estate planning, asset protection, long-term care planning, and elder law related issues. When you leave this event, you should have a basic understanding on the value of planning your estate.

Meeting Location:

Radisson Paper Valley 
333 W College Ave
Appleton, WI 54911

We are in Suite 100. It is located in the Atlas Group Office area inside the Radisson Paper Valley!


Free parking on the street after 6:00pm or you can park in the parking ramp for a small fee.

Come early or stay afterwards! Bring your deals too!

Your first meeting is free! After your first meeting, Non-Members are $20.


Members:
FREE for Members
Non-Members:
$20.00


Print a FREE Guest Pass

Never been to a meeting before? First Time Guests can attend their first meeting for Free with a complimentary Guest Pass.


Date: Wednesday, October 11, 2017
Time: 7:00 PM - 9:00 PM

Location:
Radisson Paper Valley
333 W College Ave
Appleton, WI 54911

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WiscoREIA

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Eau Claire, WI 54702
(920) 724-1307

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