Tuesday, April 25, 2017 from 11:30 AM to 1:00 PM CDT

BLVD Kitchen & Bar
11544 Wayzata Blvd
Minnetonka, MN 55305

Jessica Nickerson
Mercury Financial Group

Join us for lunch at BLVD Kitchen & Bar in Minnetonka to learn how RIAs can best offer wealth planning and wealth transfer to their most important clients. Plus get an update on the latest in tax reform.

Steven Schanker, Esq.
Mr. Schanker is an accomplished public speaker and has lectured in front of both lay and professional audiences on a national basis. He has been retained and continues to be retained by several large financial institutions, including life insurance companies and stock brokerage firms. He is an active member of the Society of Chartered Life Underwriters Speakers Bureau, the Estate Tax Planning Council of Long Island, a speaker at “Top of the Table,” a former adjunct professor at Adelphi University on Long Island, and a quoted author, including articles in Forbes and Fortune magazines.