The Life Plan Process by Gerry Miller


Gerald S. Miller – GMA, LLC

A 1966 UW Business graduate, Gerry is also a graduate of the Purdue Management School. He regularly instructs courses and seminars on financial topics, including:

  • Wealth Accumulation Planning
  • Choosing A Retirement Plan for the Business
  • Investment Strategies Over The Life Cycle
  • Wisconsin Builders Association:
    • Business Transfer & Succession Planning
    • Estate Preservation Techniques
  • Association of General Contractors:
    • 6 Mistake That Can Kill Your Business

Gerry is a frequent speaker at professional meetings. His professional affliations include:

  • MDRT, Life Member
  • Madison CLU-ChFC Society, President (1996-97)
  • Madison Estate Council
  • Madison Pension Study Group

Service affiliations:

  • Madison Downtown Kiwanis - Board Member
  • Professional Network Group
  • Madison Consulting Group