49th Annual Spring Seminar and Member Dinner
Forty-Ninth Annual Spring Seminar
12:45 to 12:50 Opening Remarks, Jay Kramer, President
1:00 to 2:00 Brian Mudd, Partner with Nelson & Schmeling and Ryan Laughlin,Senior Tax Manager with Wipfli will discuss "The Trust Playbook, Plain English Guide to Various Trust Techniques".
2:00 to 3:30 Thomas Wiers, Vice President with Robert W. Baird will define "Retirement Income Planning".
3:30 to 5:00 Ryan Laughlin, Senior Tax Manager with Wipfli and Jeffrey Martinson, Attorney with the Martinson Law Office will explain "Gifting Strategies – Tax and Non-Tax Considerations".
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.
6:00 to 6:30 Cocktails
6:30 to ?? Member Dinner - Reuben Puff, Wisconsin Beer Soup, Fresh Mozzarella & Tomato with Fresh Basil Salad, Sorbet, Gorgonzola Gorged Filet of Beef, Twice Baked Baby Red Potatoes, Asparagus tied with Carrots, Rolls & Butter, Tiramisu and of course, Wine.
The Seminar cost is $60. The cost for the member's dinner is $20 and dinner for the member's spouse / significant other is $15. Please RSVP by April 22 so there will be a proper head count.
