An Estate Planning Odyssey
Exploring important lessons in estate planning inspired by the figures of Greek mythology
Oct 10, 2025
8:00 AM to 9:30 AM
The figures of Greek Mythology didn’t have estate plans, but if they did, what might their legendary family dynamics have been able to teach us about important estate planning techniques of today?
In this seminar, the wisdom of the ancients will meet modern estate planning. How could Zeus have set up his trust to ensure all his children were included? How could Poseidon have gone about gifting money to avoid estate tax? How could Aphrodite have ensured her children inherited her life insurance? You may be surprised to know that these gods’ estate plans wouldn’t have been built much differently from those of mere mortals. Join us to learn how to ensure your family’s future is as secure as the treasures of Mt. Olympus.
Topics
- How beneficiary designations can affect your estate plan | Rob Hameister
- Different types of trusts | Chris Schmidt
- How to fund your revocable trust | Tom Vercauteren
- Clearing up the uncertainty surrounding estate tax | David Weller
Join us in-person
Join us at the Exhibition Hall of the Alliant Energy Center – located at 1919 Alliant Energy Center Way in Madison. Family members are encouraged to attend. Please register by September 19, 2025.
REGISTER