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Milwaukee Estate Planning Forum, Inc. |
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| Milwaukee Estate Planning Forum, Inc. Welcomes You
Milwaukee Estate Planning Forum, Inc. is an interdisciplinary organization for professionals involved in estate planning.
Milwaukee Estate Planning Forum, Inc. strives to foster understanding of the proper relationship between the functions of the Life Underwriter, Trust Officer, Attorney, Accountant, and any other party or parties having to do with estate planning, and to encourage co-operation of persons acting under those disciplines.
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Officers
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President
Kathleen B. Schrader, JD
Vice President
Daniel Woehrer, JD
Secretary
Barry S. Werner, JD, CPA
Treasurer
Lora Murphyu, CPA, CFP®
Immediate Past President
John K. O'Meara, JD, CLU, ChFC, CFP®, AEP
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Milwaukee Estate Planning Forum, Inc.
John K. O''Meara
720 E. Wisconsin Avenue · Milwaukee, WI 53202
Telephone: 414-665-7335 · Fax: 414-665-2585
Email: johnomeara@northwesternmutual.com
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