Community Bankers of Wisconsin Member Appreciation
Whistling Straits Golf Course N8501 County Road LS, Sheboygan, WI, United StatesDavid Fritz and Pat Marget attend the Community Bankers of Wisconsin's Member Appreciation event at Whistling Straits
David Fritz and Pat Marget attend the Community Bankers of Wisconsin's Member Appreciation event at Whistling Straits
David Fritz attends The American College Board of Trustees and Foundation Board Meeting in Columbus, OH.
Pat Marget speaks to Iowa bank peer group
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.
David and Fritz and Mike Mohr attend the Independent Community Bankers of South Dakota (ICBSD) Annual Retreat and speak about Succession Planning for banks.
EBN sponsors the Wisconsin Bankers Association (WBA) Chairman’s Member Appreciation Golf Outing
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... Read more »
Pat Marget is a guest speaker at Northwestern Mutual's TAP Client Builder. Topic: Estate and Business Planning.
David Fritz attends and sponsors the Community Bankers of Wisconsin (CBW) Management Conference and Expo
David to attend sponsor the Community Bankers of Michigan (CBM) Annual Convention