Page 31 - 2Q 2018 June Reporter

Bank Succession Planning continued

administration of nonqualified deferred compensation industry, Pat worked for three years as a senior
plans and Bank Owned Insurance programs. In accountant in audit for KPMG and five years as an
addition, he focuses on business succession, life attorney for Michael Best & Friedrich LLP where he
insurance and financial planning. concentrated his practice in general corporate and
securities law. Pat’s career focus is in the BOLI/
COLI marketplace, as well as working with private
Patrick Marget, J.D., CPA, CFP®, CLU® |
and public companies and its executives. His work
Managing Director
is centered around designing creative strategies
Patrick J. Marget is a J.D., CPA, CFP® and CLU®.
for executive compensation planning, business
Pat is a 17-year veteran of the financial services
succession planning, and estate planning for high
industry. Prior to entering the financial services
net worth individuals.

Members In The News

New Affiliate

Member

We’re Moved!

Our Eau Claire office has moved to a new
location at:
4890 Owen Ayres Ct, Suite 200
Eau Claire, WI 54701
The Crossings Group, Inc. Our mailing address has stayed the same at:

700 Main Street, Suite 205 PO Box 690

Pella, IA 50219 Eau Claire, WI 54702-0690.
(641) 621-0061
Website www.thecrossingsgroup.com
Joe Lickteig, Owner

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June 2018 IllInoIs RepoRteR