THE ESTATE PLANNING COUNCIL OF NORTHEAST WISCONSIN

Our speakers and their topics will be (4 hours):

Robert S. Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA, Keebler & Associates, LLP 

• 1 hour on "Non-Grantor Trust Planning after the OBBBA"

Tim Steffen, CPA/PFS, CFP^®, CPWA^®, Managing Director, Robert W. Baird & Co.

• 1 hour on "Tax Changes You Need to Know for 2025"
• 1 hour on "Breaking Down the One Big Beautiful Bill Act."

Stephen J. Bigge, CPA​, CSEP, Partner, Keebler & Associates, LLP

• 1 hour on "Roth IRA Conversion Planning After OBBBA"

Agenda

12:45 p.m.        Welcome - Kathy Rondeau, JD, President

1:00 p.m.          Speaker Presentations (4 Hours)

5:00 p.m.        Cocktails

6:00 p.m.        Dinner (Optional) - Menu below

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

Cost for the seminar is $80 for Estate Planning Council of Northeast Wisconsin members and $125 for nonmembers. Dinner cost is $25 per person - spouses / significant others are invited.  Please note you can now pay via PayPal when registering. This is the preferred method of payment.

 

Dinner Menu:

Harvest Apple & Roasted Golden Beet Salad

Ancho Roasted Pumpkin Bisque      

Entrée (please choose one):

    Whiskey ‘old fashioned’ Braised Beef Chuck Steak

                            or

    Door County Cherry Chicken Coq Au Vin

                            or

    Praline Walnut & Cranberry Encrusted Salmon

Apple Cider Spice Cake 

BE A SPONSOR / THREE (3) SPONSORSHIP LEVELS:

1.  PLATINUM Sponsor at $2,000:

The Platinum sponsorship level includes seminar and dinner for four (4) attendees and also provides the opportunity to give a brief two minute introduction of your firm/company at the seminar.  In addition, your company’s logo will appear in large size on our website, a PowerPoint introduction at the seminar, email invitations/reminders and handouts at the seminar.

2.  GOLD Sponsor at $1,000:
The Gold sponsorship level includes seminar and dinner for three (3) attendees and your company’s logo will appear in medium size on our website, a PowerPoint introduction at the seminar, and handouts at the seminar. 

3.  SILVER Sponsor at $500:
The Silver sponsorship level includes seminar and dinner for two (2) attendees and your company’s logo will appear in small size on our website, a PowerPoint introduction at the seminar, and handouts at the seminar.

***SPONSORS, please contact Daniel Cape and reply no later than by Thursday, October 16, 2025 to ensure appropriate recognition to:
 

Daniel Cape at daniel.cape@raymondjames.com  Questions: 920-272-2273
Please include the following:
Company Name
Contact Person
Phone Number
Email Address
Attachment of company logo