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DTSTART:20221012T173000Z
DTEND:20221013T000000Z
LOCATION:The Marq - 3177 French Road, De Pere, Wisconsin
UID:2308420221012T173000Z59th Annual Fall Seminar and Dinner
DTSTAMP:20260612T193903Z
DESCRIPTION:\n12:30                Registration and Check-in\n \n12:50                Opening Remarks from our President, Evan Y. Lin, JD, CPA, AEP®\n \n1:00                  Jonathan Blattmachr, Principal in the Estate Planning Advisory Group of Pioneer Wealth Partners\n Crypto currency and estate planning The Flexible Beneficiary Trust to greatly reduce income tax How to reclaim the “stretch” for qualified plans and IRAs The Good, the Bad, and the Ugly of Spousal Lifetime Access Trusts (SLATs) The SPAT, a safer form of asset protection trust \n5:00                  Cocktails (Optional - Cash Bar)\n \n6:00                  Dinner (Optional)\n                              (Menu details below)\n \nCost for the seminar only is $75 for members* and $120 for non-members*\n     *Additional options available upon registration\n \n4 CE credits for attorneys, CPAs, CFPs, ChFCs, CTFAs, all Wisconsin insurance license holders and those individuals that hold insurance licenses in states with continuing education reciprocity with the state of Wisconsin.\n \nDinner Menu\n     Choice of:\n \n          Pecan and parmesan crusted chicken breast with wild rice, green beans and carrots\n                         or\n          Baked cod with lemon cream sauce with wild rice, broccoli, cauliflower and carrots\n                         or\n           8oz center cut petite tenderloin steak with buttered mashed potatoes, green beans and carrot\n \n     Dessert - choice of\n           Tuxedo truffle torte\n                         or\n           Strawberry shortcake\n \n \n \nA BIG thanks to our sponsors:\n \nGold Sponsor: Associated Bank Private Wealth\n \n\n \n\n Silver Sponsors: Greater Green Bay Community Foundation, BMO Wealth Management, Keebler & Associates, LLP, Nicolet Wealth Management\n \n          \n \nBronze Sponsors: Wipfli LLP, McGlone Suttner Wealth Management, Lin Law LLC, Fiduciary Partners Trust Company\n \n      \n \n \n \nBE A SPONSOR!\n\n\n \nSILVER Sponsor at $1,000\n This sponsorship level provides your firm’s/company’s mid-size logo will appear on our website, seminar e-mail reminders and the program/handout at the seminar.\n\nBRONZE Sponsor at $500\n This sponsorship level provides your firm’s/company’s small size logo will appear on our website and the program/handout at the seminar.\n  \n\n\n \nSponsors, please reply no later than by Monday, October 3, 2022 to ensure appropriate recognition.  Please contact Daniel Cape at (920) 272-2273 or daniel.cape@raymondjames.com to become a sponsor and/or with any questions regarding sponsorship. \n\n\n \nPlease include the following:\n Company Name\n Contact Person\n Phone Number\n Email Address\n Attachment of company logo\n\n\n
SUMMARY:59th Annual Fall Seminar and Dinner - The Estate Planning Council of Northeast Wisconsin 
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