THE ESTATE PLANNING COUNCIL OF NORTHEAST WISCONSIN

Our speaker & topics will be (4 hours):

Lori M. Coonen, HDP™, CFP, Genacy Group -

• Bridging the Generations: Conversations That Create Alignment

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

• Best of the Best - The Very Best Tax Planning Ideas for 2026 (1hr)
• The Four Paths to Portability (1hr)

1:00 p.m.        Welcome - Kathy Rondeau, JD,  President

1:05 p.m.        Speaker Presentations

5:05 p.m.        Cocktail Hour

6:00 p.m.         Dinner

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 will be applied for.
 

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: 

Strawberry & Arugula Salad

Sweet Pea Veloute Soup

Entrée (pick one):

     Chicken Forestiere

     Strip Steak Au Poivre

     Roast Salmon en Croute

Peanut Butter Cup Cheesecake

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 Friday, May 8, 2026 to ensure appropriate recognition to:

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