THE ESTATE PLANNING COUNCIL OF NORTHEAST WISCONSIN

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

Daniel Conti, Senior Regional Director & WI 529 Specialist, Voya 

• 1 hour on "Maximizing the Value of 529 Plans"

Dennis Buehler, President & CEO, Greater Green Bay Community Foundation

• 1 hour on "The Opportunity Hiding in Every Estate Plan"

Kit Mac Nee CFP®, CRPC®, AEP®

• 2 hours on "Maximizing the Benefits on Charitable Giving Through Assets vs. Income"

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:

Roasted Pear Salad

Autumn Apple Cider Bisque

Entrée (please choose one):

    Stuffed Pork Tenderloin Roulade

                            or

     Praline Walleye

                            or

    Ancho-Cocoa & Coffee Rubbed Strip Steak

Pumpkin Pie Tiramisu

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 Monday, October 19, 2026 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