Fifty-first Annual Spring Seminar
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
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.