Jon Meinholz

Education

CERTIFIED FINANCIAL PLANNER professional

University of Wisconsin- Eau Claire, Business Finance

Overview

Investment portfolio management, personal financial planning, business succesion planning, estate planning, tax minimization strategies with real estate transactions.

 

Upcoming speaking engagements

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Resources and event materials

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In the community

American Red Cross- past board member

Eau Claire Chamber of Commerce- professional education committee member

Junior Achievement