55th Fall Seminar and Member Dinner

Date: Friday, September 28, 2018
Time: 1:00pm -
Location: Backstage at the Meyer, 117 S Washington St, Green Bay
Speaker: Michael W Halloran, CFP®, ChFC®, CLU®, RICP®, AEP®
12:55     Opening remarks from our President, Mary Eckert
1:00       NATIONAL SPEAKER Michael W Halloran, CFP®, ChFC®, CLU®, RICP®, AEP®
              Wealth Management Advisor, Northwestern Mutual; Michael Halloran's Bio

              Buy Sell Presentation
              Hybrid Domestic Asset Protection Trust
              Due Diligence
              Donor Advised Funds
              Financed Life
5:00       Cocktails
6:00       Member Dinner
1st Course: Beef and Mushroom Barley
2nd Course: Spinach, apple and walnut salad with Vinaigrette
3rd Course: Choice of...
  1. Seared Airline Chicken breast with cranberry balsamic glaze, sweet potato mash and fresh vegetable
  2. Brown sugar encrusted salmon with sweet potato mash and fresh 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
4th Course: Pumpkin cheesecake with fresh cinnamon whip cream

Attendance at this seminar will satisfy four (4) 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.


Seminar - EPC & affiliate members       $60
Member Dinner - EPC NEW only            $20
Spouse or Significant Other Dinner       $20
2018 Membership dues                        $60


Street parking is available, and the checks Street Ramp, located at 202 Cherry St, is just one block away (entrance on Cherry between Washington & Adams). Keep in mind that all parking ramp and meter fees are enforced until 6:00pm. Current fees are $0.75/hr with the first hour free. See the link below for a map and more details.


Please RSVP today, or no later than Wednesday, September 19th. We hope to see you there!


Make checks payable to:

The Estate Planning Council of Northeast Wisconsin
PO BOX 114  Green Bay, WI 54305
Phone: 920-964-0070  Fax: 920-964-0074


Related Link(s):

See Upcoming Event Calendar