Planning For Your Financial Future

Tuesday, September 18, 7:30-9:00 am
US Bank Building, 1 S Pinckney St, Madison, WI 53703 (MAP)

Register for a brand new Rosenberry event focused on education and skill-building for Berries! In this seminar, you’ll hear insights from fellow Rosenberry members Jordan Taylor on estate planning, Steven Reuhl on financial planning and Chris Zimmerman on mortgages and home buying.

Join us for a light breakfast and networking followed by an informative, peer-lead session. Bring a friend and learn more about the elements of a financial plan and how you can meet your financial goals by preparing for the future. Our experts include:

Steve Reuhl, Morgan Stanley

Steven joined Morgan Stanley in 2014 to serve as a financial resource for successful business professionals, families and entrepreneurs helping them to accumulate and preserve the wealth they have worked diligently to achieve. Steven is focused on guiding his clients through the financial planning process to create long-term strategies with measurable results.

He begins by listening to his client to gain a deep understanding of their values, prioritize their goals and determine their current financial state. Once the plan is implemented, an ongoing review process is established to measure the progress and provide any course corrections along the way. Whether the goal is building wealth, deriving income during retirement or preserving and passing along a legacy, Steven is committed to helping clients navigate financial challenges in an effort to make financial security a reality.

Prior to joining Morgan Stanley, Steven spent more than 10 years managing the small electronics and camera division of American TV & Appliance. He earned his MBA from the University of Wisconsin – Madison and his BA from Lawrence University. Steven and his wife are busy raising their five active children and Steven volunteers with the United Way of Dane County’s Rosenberry Society and the Madison Symphony Orchestra.

Jordan Taylor, DeWitt Ross & Stevens

Jordan is a Partner in the Madison office of DeWitt and a member of the firm’s Trusts & Estates, Business, and Real Estate practice groups. He focuses his practice in the areas of estate planning, probate, and trust administration, as well as business transactions and real estate. Jordan represents individuals, families, and businesses of all sizes focusing on legal issues surrounding wealth transfer and business succession planning. His practice often requires confronting and resolving the complex family dynamics and tax implications involved in the transfer of assets to succeeding generations.

Representative client matters include: drafting of wills, revocable trusts, financial and health care powers of attorney for individuals and families at all levels of complexity, ranging in value from very modest to ultra-high net worth. Probating estates. Developing strategies to reduce or eliminate federal estate and gift taxes including the use of irrevocable trusts and charitable gift planning techniques. Advising individual and corporate trustees regarding trust administration and termination, including strategies to modify trusts that do not require court intervention. Drafting and negotiating pre-marital agreements. Counseling business owners on the creation of new business ventures including corporations, partnerships and limited liability companies. Negotiating business contracts for the purchase and sale of goods and services and the licensing of intellectual property. Representing sellers and purchasers of businesses in asset and stock purchase transactions. Negotiating simple and complex residential and commercial real estate sales, purchases and leases.

Chris Zimmerman, The Bank of New Glarus

Chris has been active in the mortgage/real estate industry for 14 years.  He is currently the manager of the of Mortgage Loan Production office in Madison for The Bank of New Glarus.  He enjoys helping families their purchase their dream homes and educating them on being financially savvy.  He graduated from Iowa State University with a business degree in Finance.

In addition to his professional career he has been active with the United Way Rosenberry Society since 2010 by being an active volunteer and giving back to his community.

Chris lives in Cross Plains with his wife Amber and his two children, Cameron and Piper.  He enjoys attending Badger and Iowa State sporting events, traveling and spending time with his family.