47th Annual Fall Seminar & Dinner

Date: Friday, September 24, 2010
Time: 12:45 PM - 11:45 PM
Location: Midway Motor Lodge - Green Bay



Opening Remarks, Robert Fischer, President


1:00 to 1:30

“Uniform Power of Attorney Act Adopted by the State of Wisconsin

Brian R. Mudd, JD, CPA, Nelson & Schmeling


1:30 to 3:00

“Complying with the New Benefits Laws: Practical Examples and Guidance”

John L. Barlament, JD, Michael Best & Friedrich, LLP


3:00 to 5:00

 “Understanding Roth IRA Conversions”

Robert S. Keebler, CPA, MST, AEP, Baker Tilly Virchow Krause, LLP


6:00 to 6:30





 Lobster Bisque
Poached Pear & Blue cheese salad, craisins, red onion, strawberry vinaigrette
Coconut shrimp with red wine Hoisin Sauce
Brandy Apple Porkloin with Brandy Apple Sauce
Roasted Acorn Squash
Horseradish Mashed Potatoes

 Grand Marnier & Chocolate Mousse


Dues are still $50. The cost of the seminar is $60. If you sign up for the seminar and stay for dinner, the cost of your dinner is $20, and the cost for your spouse or significant other is $15.

Attendance at this seminar will satisfy four continuing education credits for attorneys, CFPs, ChFCs, CPAs, CIMAs, and all Wisconsin insurance license holdersWisconsin insurance license holders and those individuals that hold insurance licenses in states with continuing education reciprocity with the state of Wisconsin.


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