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March 2025 Luncheon

  • The Coopers Tavern 20 West Mifflin Street Madison, WI, 53703 United States (map)

Topic: Protecting Assets: Combating POA Theft

Speaker: April DeValkenaere, Fortress Forensic Investigations 

Reduce the risk and actively safeguard against potential financial losses resulting from the misuse of a Power of Attorney document or its designated agent. Furthermore, assess the tools that directly affect your clients' assets, determine how to access and effectively utilize local resources, and establish best practices for your agency to consistently serve as strong advocates for your clients.

Please register for this luncheon here.

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April 2025 Luncheon