November 3, 2023
MLG Capital Announced as Premier Sponsor of National Association of the Estate Planners and Council Annual Conference in Florida Nov. 12-16
MLG Principal and Vice Presidents to Lead Educational Session on Transitioning Real Estate Wealth to Heirs & Important Tax Structuring Strategies Brookfield, Wis. (November 3, 2023) – MLG Capital – a national leader in diversified private real estate investments – today announced it will serve as a premier sponsor of the 60th Annual NAEPC Conference taking place Nov. 12-16 in Fort Lauderdale, Fla. The annual conference offers estate planning professionals an opportunity to collaborate on industry ideas and trends while forging multi-disciplinary relationships. MLG will lead an educational session featuring CEO and Principal Timothy J. Wallen, Senior Vice President William “Billy” Fox and Senior Vice President and Controller Richard Reuter. The session titled “Strategies for Transitioning Real Estate Wealth to Heirs & Important Tax Structuring Considerations” will offer conference attendees the opportunity to learn from MLG’s team of experts on new approaches to estate planning. This session will also be available as an online webinar for conference attendees, and MLG will be hosting an additional webinar in December that will be available on-demand for NAEPC members. “We are proud to share our decades of experience that have allowed us to create innovative solutions, like our Legacy Fund, to transitioning real estate...
March 14, 2023
The MAD Initiative: SecureFutures
Our CEO, Tim Wallen, often says that education is the foundational element to helping the youth get ahead in life; and with 75% of American teens stating that they lack confidence in their knowledge of personal finance1, SecureFutures is tackling education through the lens of financial literacy and mentorship. The organization was established in 2006 as Make a Difference Wisconsin by Lloyd Levin, a noted Milwaukee philanthropist with over 40 years of experience as an entrepreneur in industrial, commercial, and residential real estate. Despite the name change to SecureFutures, the goal has always remained the same: to equip teens with money management skills, tools and mentoring so they can achieve financial capability, reach their goals, and strengthen their communities. 16 years later, SecureFutures has received several recognitions, including the Governor’s Financial Literacy award (twice!) and Brenda Campbell, President and CEO, is a member of the Governor’s Council on Financial literacy and Capability since 2020. Even more notable is the recently achieved milestone of having served over 100,000 students across Wisconsin. SecureFutures offers three programs: Money Sense, Money Coach and Money Path. Money Sense teaches students the essentials of money management, like banking and creating a savings plan, and is typically...
