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DTSTART:20230428T174500Z
DTEND:20230429T003000Z
LOCATION:1951 West (1951 Bond Street, Green Bay)
UID:2405620230428T174500Z60th Annual Spring Seminar and Dinner
DTSTAMP:20260428T133114Z
DESCRIPTION:\n12:55 p.m.      Opening remarks from our President, Evan Y. Lin, JD, CPA, AEP®\n \n1:00 p.m.        Douglas Raines - Valuation Issues and the Kress Case:  How the Plaintiffs-Taxpayers Won A Judgment of Over $2.1 Million\n \n2:00 p.m.          Matthew C. Zuengler - Qualified Personal Residence Trusts\n \n3:00 p.m.          Robert S. Keebler, CPA/PFS, MST, AEP (Distinguished) - SECURE Act 2.0\n \n5:00 p.m.        Cocktails\n \n6:00 p.m.        Dinner (Optional) - Menu details below\n \n                           Choice of:\n                                 6 oz filet mignon with portabella mushroom bordelaise\n                                                  or\n                                Baked haddock roulade with seafood stuffing and herb bechamel\n\n                           (Both entrees served with duchess potatoes, pan roasted asparagus and rainbow carrots)\n\n                           Mixed Greens Salad (Honey grapefruit brule, roasted beet root, fresh strawberry, toasted pepitas, bleu cheese, basil citronette)\n                           Sweet Potato Bisque\n                            Dessert:  Wild berry tiramisu (basil chocolate sauce and raspberry sauce)\n \n4 CE 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.  3.75 CE credits for CTFAs.\n\n Cost for the seminar is $75 for Estate Planning Council of Northeast Wisconsin members and $120 for nonmembers. Dinner cost is $25 per person - spouses / significant others are invited.\n \n \n \nA BIG thanks to our sponsors:\n \nGold Sponsors: Associated Bank, Fiduciary Partners, Vision Point Capital\n \n\n \n\n \n\n \nSilver Sponsor: Lin Law LLC\n \n\n \n \n \nBE A SPONSOR!\n \n\n\n\n \nPLATINUM Sponsor at $1,000\n This 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.\n\n\n \nGOLD Sponsor at $500\n This sponsorship level includes seminar and dinner for two (2) 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. \n \n\n\nSILVER Sponsor at $250\n This sponsorship level includes seminar and dinner for one (1) attendee and your company’s logo will appear in small size on our website, a PowerPoint introduction at the seminar, and handouts at the seminar.\n\n\n \nSponsors, please reply no later than by Monday, April 10, 2023 to ensure appropriate recognition to:\n Daniel Cape at daniel.cape@raymondjames.com  Questions: 920-272-2273\n Please include the following:\n Company Name\n Contact Person\n Phone Number\n Email Address\n Attachment of company logo\n \n \n \n \n
SUMMARY:60th Annual Spring Seminar and Dinner - The Estate Planning Council of Northeast Wisconsin 
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