Fifty-first Annual Spring Seminar

Date: Friday, April 25, 2014
Time: 12:45pm -
Location: Best Western Inn & Conference Center, 780 Armed Forces Drive

12:55 to 1:00  Opening Remarks -Jay Kramer, President

1:00  to  1:55  Ryan Bostwick, Regional Vice President at Transamerica Capital

                     Management will share "Planning Strategies for Social Security".

 2:00 to 2:55  Victor Schultz, Attorney with Prairie Financial Group (Division of

                    Waukesha State Bank) will expain "Wisconsin's New Uniform Trust


 3:00 to 5:00 Terry Frett, President of Frett Barington, LTD will present updated

                    information on "What Advisors Need to Know about the Affordable

                    Care Act".

Attendance at this seminar will satisfy 4 Continuing Education Credits for attorneys, CPAs, CFPs, ChFCs all Wisconsin Insurance Licence holders and those individuals that hold insurance licenses in states with continuing education reciprocity with the State of Wisconsin.

 6:00 to 6:30 Cocktails

 6:30 to  ??   Dinner ----Cream of Asparagus Soup, Bacon wrapped Scallops, Spring Mix with Strawberries, Red Onion and Poppy Seed Dressing, Sorbet, Beef Tenderloin Stuffed with Pepper Jack Cheese, Fresh Peppers & Celery and topped with Bordelaise Sauce, Stuffed Baby Red Potatoes, Roasted Fresh California Blend, Rolls & Butter, Pistachio Marcarpone Layer Cake, with Beverage.

Dues are still $50. The cost of the seminar is $60. If you sign up for the seminar and, as a member, stay for dinner, the cost of your dinner is $20 and the cost for your spouse or significant other is $15.

Please RSVP to EPCNEWI, P O Box 114, Green Bay, WI 54305 prior to April 22 so we can have a proper head count for supplies and meals. As we do not get leniency from the Conference Center, if you call or e-mail asking to reserve a spot but do not show you will be billed.

See Upcoming Event Calendar