59th Annual Member Meeting

Date: Friday, January 28, 2022
Time: 12:00pm - 1:45pm
Location: 1951 West (1951 Bond Street, Green Bay)
Speaker: Dr. Marc Schaffer

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We will be welcoming, once again, Dr. Marc Schaffer, Associate Professor of Economics and the Dale and Ruth Michels Endowed Chair at St. Norbert College, along with his talented students, who will give a presentation on the current State of the Economy.

We will also have Julie Kiley and Michelle Mulloy from CLA provide a current tax update presentation.

As always, prior to the presentations, we will have some Council business to attend to and we will also take a vote from the members regarding a few proposed amendments to the Bylaws, which were sent to each of you via e-mail for your review and consideration. 

Your choices for lunch will be as follows:

  • Cranberry Turkey Club Wrap (Shaved turkey breast, bacon, mandarin orange, dried cranberry, mixed greens, and cranberry cream cheese in a spinach tortilla); or
  • Chef Salad (Ham, turkey breast, cheddar cheese, swiss cheese, red onion, tomato, cucumber, hardboiled egg, croutons and mixed greens with dijon dressing)

The cost of lunch is $10 per member.  Please select your lunch choice at the time you RSVP.

As a friendly reminder, dues for the 2022 calendar year are $75.00 and are due on a calendar year basis.  If you have not paid your dues by February 28, 2022, the annual Leimberg Service that is provided free to our members will not be available to you.  Dues should be made payable to “The Estate Planning Council of Northeast Wisconsin, Inc.” and mailed to P.O. Box 114, Green Bay, WI  54305.

Please register no later than January 21, 2022.

Related Document(s):

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