Executive Benefits Network

Community Bankers of Michigan Annual Convention
2014-09-17 - 2014-09-19 | Grand Traverse Resort & Spa, 100 Grand Traverse Boulevard, Acme, MI, 49610, United States
David to attend sponsor the Community Bankers of Michigan (CBM) Annual Convention

Community Bankers of Wisconsin Management Conference and Expo
2014-09-08 - 2014-09-09 | Wilderness Resorts, 511 E Adams St., Wisconsin Dells, WI, 53965, United States
David Fritz attends and sponsors the Community Bankers of Wisconsin (CBW) Management Conference and Expo

EBN Talks Estate and Business Planning
2014-09-05 10:00 - 11:00 (America/Chicago) | Northwestern Mutual, 720 E Wisconsin Ave, Milwaukee, WI, 53202, United States
Pat Marget is a guest speaker at Northwestern Mutual’s TAP Client Builder. Topic: Estate and Business Planning.

Succession Planning for Community Banks Webinar
2014-09-03 10:00 - 10:30 | Executive Benefits Network, 626 E Wisconsin Ave, Suite 1000, Milwaukee, WI, 53202, United States
Discuss tips to develop a detailed, well communicated business succession plan. Materials will be helpful for Presidents, Chief Officers and Board Members to review as rural depopulation, consolidation and aging demographic questions arise. Presented by R. David Fritz, Jr., CLU and Patrick J. Marget, JD, CPA, CFP, CLU of Executive Benefits Network.
If you have any questions or comments about the webinar, please contact Nikki at nkook@ebn-design.com.
Watch the webinar HERE and download the featured slides HERE.

Wisconsin Bankers Association Chairman’s Member Appreciation Golf Outing
2014-08-14 | Trapper’s Turn Golf Club, 2955 Wisconsin Dells Pkwy, Wisconsin Dells, WI, 53965, United States
EBN sponsors the Wisconsin Bankers Association (WBA) Chairman’s Member Appreciation Golf Outing

ICBSD Annual Retreat
2014-07-24 - 2014-07-25 | Sylvan Lake Lodge, 24572 SD Highway 87, Custer, SD, 57730, United States
David and Fritz and Mike Mohr attend the Independent Community Bankers of South Dakota (ICBSD) Annual Retreat and speak about Succession Planning for banks.

Community Bankers of Wisconsin Member Appreciation
2014-07-14 | Eau Claire Golf and Country Club, 828 Club View Ln, Altoona, WI, 54720, United States
David Fritz and Pat Marget attend and speak at the Community Bankers of Wisconsin’s Member Appreciation event at Eau Claire Golf and Country Club. The speaking topic is Succession Planning for Banks and Small Businesses and expands upon our whitepaper on the topic available HERE.

Iowa Peer Group
2014-06-27 | IN
Pat Marget speaks to Iowa bank peer group

The American College Board of Trustees and Foundation Board Meeting
2014-06-26 - 2014-06-27 | Nationwide Headquarters, One Nationwide Plaza, Columbus, OH, 43215, United States
David Fritz attends The American College Board of Trustees and Foundation Board Meeting in Columbus, OH.

Community Bankers of Wisconsin Member Appreciation
2014-06-24 | Whistling Straits Golf Course, N8501 County Road LS, Sheboygan, WI, 53083, United States
David Fritz and Pat Marget attend the Community Bankers of Wisconsin’s Member Appreciation event at Whistling Straits

CBW's BOLT Leadership Summit
2014-06-16 13:00 - 2014-06-17 15:00 | Kalahari Resort, 1305 Kalahari Drive, Wisconsin Dells, WI, 53965, United States

Easter Seals Walk With Me
2014-06-13 17:00 - 20:00 | Henry W. Maier Festival Park, 200 N Harbor Dr, Milwaukee, WI, 53202, United States
EBN laces up our shoes in support of Easter Seals, those with autism and their families. Please support our team by joining the walk or making a donation. Our team page is HERE.

Prevent Blindness Golf Outing
2014-06-02 | Ozaukee Country Club, 10823 N River Rd #43W, Mequon, WI, 53092, United States
David Fritz, Member Emeritus and Visionary Council of Prevent Blindness Wisconsin, sponsors the 19th Annual “Swing for Sight” Golf Outing

Bank Compensation and Nonqualified Executive Benefit Plan Webinar
2014-05-21 13:00 - 14:00 | Executive Benefits Network, 626 E Wisconsin Ave, Suite 1000, Milwaukee, WI, 53202, United States
Please register for EBN’s Bank Compensation and Nonqualified Executive Benefit Plan Webinar on May 21, 2014 1:00 PM CDT at:
https://attendee.gotowebinar.com/register/7752165363088558593
Discuss EBN’s recent Bank Compensation and Nonqualified Executive Benefit Plan Study and options. Materials will be helpful for Presidents, Chief Officers and Board Members to review as compensation and benefit questions arise. Presented by R. David Fritz, Jr., CLU and Patrick J. Marget, JD, CPA, CFP, CLU of Executive Benefits Network. There will be a Q&A portion at the end, so please come with questions and comments or send them in advance to Nikki at nkook@ebn-design.com.
After registering, you will receive a confirmation email containing information about joining the webinar.
Thank you!
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Iowa Bankers Association's Group Golf Outing
2014-05-05 - 2014-05-07 | IN
Pat Marget attends and EBN sponsors the Iowa Bankers Association’s Group Golf Outing

AALU Annual Meeting
2014-05-04 - 2014-05-06 | Marriott Wardman Park Hotel, 2660 Woodley Rd NW, Washington, DC, DC, 20008, United States
David Fritz attends the Association for Advanced Life Underwriting (AALU) Annual Meeting

Indiana Bankers Association's Mega Conference
2014-04-28 - 2014-04-30 | Indianapolis Marriott Downtown, 350 W. Maryland St., Indianapolis, IN, 46225, United States
David Fritz and Mark Wise exhibit at the Indiana Bankers Association’s Mega Conference. Please visit us at booth #402!

CBW's BOLT Webinar
2014-03-13 14:00 - 15:30 | IN
David Fritz attends CBW’s BOLT Webinar

Iowa Bankers Peer Group
2014-02-14 | IN
Pat Marget, Managing Director, speaks to an Iowa Banking Peer Group.

IBA's Bank Management Conference
2014-02-12 - 2014-02-13 | Embassy Suites on the River, 101 E Locust St, Des Moines, IA, 50309, United States
Executive Benefits Network is sponsoring the Iowa Bankers Association’s Bank Management Conference. Pat Marget and Lindsey Bessy of the EBN Milwaukee office are attending.

The American College Study Group
2014-02-11 08:30 - 10:00 | IN
David Fritz, Managing Partner, speaks to a study group through The American College in Sonoma, CA.

WBA's 2014 Bank Executives Conference
2014-02-10 - 2014-02-12 | The Pfister Hotel, 424 E Wisconsin Ave, Milwaukee, WI, 53202, United States
Executive Benefits Network is sponsoring the Wisconsin Bankers Association’s 2014 Bank Executives Conference. Pat Marget, Managing Director, and Nikki Kook, Marketing & New Business Coordinator, of the EBN Milwaukee office are attending the event.

WBA Bank Executives Conference
2014-02-02 - 2014-02-04 | The Pfister Hotel, 424 E Wisconsin Ave, Milwaukee, WI, 53202, United States
David Fritz and Pat Marget sponsor and exhibit at the Wisconsin Bankers Association’s Bank Executives Conference.

The American College Annual Foundation Board Meeting
2014-01-30 - 2014-01-31 | Hilton Fort Lauderdale Beach Resort, 505 N Fort Lauderdale Beach Blvd, Fort Lauderdale, FL, 33304, United States
David Fritz at The American College’s Annual Foundation Board Meeting.

The American College Board of Trustees and Foundation Board Meeting
2014-01-29 - 2014-01-30 | IN
David Fritz attends The American College Board of Trustees and Foundation Board Meeting.

Northwestern Mutual's Central Regional
2014-01-23 - 2014-01-25 | Sheraton Chicago Hotel & Towers, 301 E North Water St, Chicago, IL, 60611, United States
David Fritz, Managing Partner, and Pat Marget, Managing Director, of the EBN Milwaukee office will both be recognized on stage at Northwestern Mutual’s Central Regional Awards Event for their contributions in 2013. Congratulations, David and Pat!

Northwestern Mutual's Central Regional Meeting
2014-01-22 - 2014-01-24 | Sheraton Chicago Hotel & Towers, 301 E North Water St, Chicago, IL, 60611, United States
Pat Marget is recognized as a top Financial Representative, and the EBN team attends prestigious speaking engagements and educational seminars at Northwestern Mutual’s Central Regional Meeting.

WBA's Wisconsin Economic Forecast
2014-01-09 | Alliant Energy Center, 1881 Expo Mall E, Madison, WI, 53713, United States
Executive Benefits Network sponsored the Wisconsin Banker’s Association’s Wisconsin Economic Forecast event. David Fritz, co-founder and Managing Partner, will be attending the event.

Volunteer Event at Feeding America
2013-12-11 | Feeding America Eastern Wisconsin, 1700 W Fond Du Lac Ave, Milwaukee, WI, 53205, United States
See pictures HERE!
EBN suits up December 11th to sort and package food for Milwaukee families.
