51st Annual Fall Seminar& Dinner

Date: Friday, September 26, 2014
Time: 12:45pm -
Location: Best Western Inn & Conference Center

12:55 to 1:00 - Jay Kramer, President will give opening remarks and introductions

1:00 to 1:55 - Bob Keebler, partner with Keebler & Associates, LLC will speak on   "The  Mathematics of Portability".

2:00 to 2:55 - Karen VanDenBush of the Insurance Service Center, LLC, will discuss "Medicare 101".

3:00 to 3:55 - Dan Walsh, partner with Stellpflug Law, S. C., will present updated information on "Medical Assistance- Estate Recovery / Divestment Changes".

4:00 to 5:00 Bobbi J. Bierhals, Partner and Sarah J. Robinson, Attorney with McDermott Will & Emery, LLP will share "Minding Your Assets: Creditor Protection & Trusts".

Cocktails start shortly after the program ends and Dinner starts at 6:30.

Attendance at this seminar will satisfy four continuing education credits for attorneys, CPAs, CFPs, ChFCs, all Wisconsin insurance license holders and those individuals that hold insurance licenses in states with continuing education reciprocity with the state of Wisconsin.

The Seminar cost is $60. If you sign up for the seminar, the dinner cost is $15 for members and $20 for their spouse/significant other. The dinner menu consists of: Wild Rice and Chicken Soup, Bloody Mary Shrimp Cocktail, Spinach Salad with Hot Bacon Dressing, Sorbet, Classic Prime Rib with Horseradish Sauce, Baked Potato with Parmesan Butter and Bacon, Green Beans with Red Pepper and Onions,
Caramel Sea Salt Gelato, Wine.

Please RSVP prior to Sept 22 so we have the proper amount of supplies and food.

See Upcoming Event Calendar