55th Annual Spring Seminar & Member Dinner

Date: Friday, April 27, 2018
Time: 1:00pm -
Location: Backstage at the Meyer, 117 S. Washington St., Green Bay

12:55 Opening Remarks from our President, Mary Eckert

1:00 Jerry Polus, County Veterans Services Officer- Who We Serve and Veterans and Surviving Spouses   Pension Program 

2:00 Robert S. Keebler, CPA/PFS, MST, AEP with Keebler & Associates, LLP – Tax Reform with regard to Individual and Corporate Planning and Estate Planning After Reform

4:00 Eido M. Walny, JD, AEP, EPLS with Walny Legal Group LLC – Top Lessons Learned from Recently Deceased Celebrities

6:00 Cocktails

6:30 Member Dinner

First Course: Roasted Vegetable Bisque with Asiago Cheese Crisps

Second Course: Spinach with candied pecan, sundried cranberries, Feta and Balsamic Vinaigrette

Third Course: Choice of ..

  1. Cajun Crusted Skirt Steak w/ roasted tomatillos and poblano wild rice and vegetable
  2. Pesto Marinated Airline Chicken w/ tomato ragout, wild rice and vegetable  
  3. Pesto Mac and Cheese. Sauteed vegetables in a fresh pesto cream cheese sauce, elbow macaroni;  baked until golden brown, served with vegetables on the side

Fourth Course: Balsamic marinated fresh strawberries with a sweet Marscapone and Ricotta Crema

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.

Your membership dues must be current in order to attend. The cost of the seminar is $60.  If you sign up for the seminar and stay for dinner, the cost of your member dinner is $20, and the cost for your spouse or significant other is $20.

See Upcoming Event Calendar