59th Annual Fall Seminar and Dinner

Date: Wednesday, October 12, 2022
Time: 12:30pm - 7:00pm
Location: The Marq - 3177 French Road, De Pere, Wisconsin
Speaker: Jonathan Blattmachr

12:30                Registration and Check-in

12:50                Opening Remarks from our President, Evan Y. Lin, JD, CPA, AEP®

1:00                  Jonathan Blattmachr, Principal in the Estate Planning Advisory Group of Pioneer Wealth Partners

  • Crypto currency and estate planning
  • The Flexible Beneficiary Trust to greatly reduce income tax
  • How to reclaim the “stretch” for qualified plans and IRAs
  • The Good, the Bad, and the Ugly of Spousal Lifetime Access Trusts (SLATs)
  • The SPAT, a safer form of asset protection trust

5:00                  Cocktails (Optional - Cash Bar)

6:00                  Dinner (Optional)
                             (Menu details below)

Cost for the seminar only is $75 for members* and $120 for non-members*
     *Additional options available upon registration

4 CE credits for attorneys, CPAs, CFPs, ChFCs, CTFAs, all Wisconsin insurance license holders and those individuals that hold insurance licenses in states with continuing education reciprocity with the state of Wisconsin.

Dinner Menu
     Choice of:

          Pecan and parmesan crusted chicken breast with wild rice, green beans and carrots
          Baked cod with lemon cream sauce with wild rice, broccoli, cauliflower and carrots
          8oz center cut petite tenderloin steak with buttered mashed potatoes, green beans and carrot

     Dessert - choice of
          Tuxedo truffle torte
          Strawberry shortcake


A BIG thanks to our sponsors:

Gold Sponsor: Associated Bank Private Wealth

Silver Sponsors: Greater Green Bay Community Foundation, BMO Wealth Management, Keebler & Associates, LLP, Nicolet Wealth Management


Bronze Sponsors: Wipfli LLP, McGlone Suttner Wealth Management, Lin Law LLC, Fiduciary Partners Trust Company




SILVER Sponsor at $1,000
This sponsorship level provides your firm’s/company’s mid-size logo will appear on our website, seminar e-mail reminders and the program/handout at the seminar.

BRONZE Sponsor at $500
This sponsorship level provides your firm’s/company’s small size logo will appear on our website and the program/handout at the seminar.

Sponsors, please reply no later than by Monday, October 3, 2022 to ensure appropriate recognition.  Please contact Daniel Cape at (920) 272-2273 or daniel.cape@raymondjames.com to become a sponsor and/or with any questions regarding sponsorship. 

Please include the following:
Company Name
Contact Person
Phone Number
Email Address
Attachment of company logo

See Upcoming Event Calendar