47th Annual Spring Seminar & Dinner
12:50 OPENING REMARKS, Robert Fischer, President
1:00 to 2:00 Elizabeth Taylor, JD, CLU, CFP® Northwestern Life Insurance “Strategies for Private Split Dollar”
2:00 to 3:00 Elizabeth Taylor, JD, CLU, CFP®; Northwestern Life Insurance “Ten Best Ways to Fix an ILIT”
3:00 to 4:00 Richard H. Gamble, JD & Alan R. Blake, CFP®; Fiduciary Partners
"Estate Plan Design VS Plan Execution: Confessions of a Former Estate Planning Attorney"
4:00 to 5:00 Robert Fischer, CLU, ChFC, AEP; Absolute Financial, LLC "Estate Planning for the Middle Class – Understanding the Risks of Long Term Care”
6:00 to 6:30 Cocktails followed by Dinner ........ Menu
French Onion Soup topped with Swiss Cheese
Cajun Swordfish Fingers wrapped in Bacon
Mesculan Greens topped with Fresh Raspberries, Walnuts & Fetta Cheese, drizzled with a raspberry
vinaigrette
Sorbet
Gouda Cheese stuffed Petitite Filet with a Sun-Dried Tomato Demi-Glaze, Dutchess Potatoes and Asparagus
Reese Pentu Butter Cheesecake
Wine
Attendance at this seminar will satisfy four continuing education credits for attorneys, CPAs, CFPs, ChFCs, all Wisconsin insurance license holders and those individuals that hold insurance licenses in states with continuing education reciprocity with the state of Wisconsin. If you hold an insurance license in a state without reciprocity, please contact Ed Houston, 339-3273 before the start of the seminar
Membership Dues is still $50. Seminar cost is $60. Dinner for the member is $20 and dinner for your spouse/significant other is $15. Our address is PO Box 114, Green Bay, WI 54305.
