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DTSTART:20230929T170000Z
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LOCATION:1951 West (1951 Bond Street, Green Bay)
UID:2473720230929T170000Z60th Annual Fall Seminar and Dinner
DTSTAMP:20260428T131432Z
DESCRIPTION:\n12:00                Registration and Check-in\n \n12:45                Opening Remarks from our President, Evan Y. Lin, JD, CPA, AEP®\n \n1:00                  Christopher R. Hoyt, University of Missouri (Kansas City) School of Law\n Tax-smart charitable giving, especially retirement assets When can a Charitable Remainder Trust stretch an inherited IRA? Rules and planning for distributions from retirement accounts Legal rights that a spouse has in the other spouse's retirement assets \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 to be applied 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      Harvest apple salad - mixed greens, granny smith apple, bacon, praline pecans, pickled white raisins with honey\n           balsamic dressing\n     \n      Entree* (Please choose one):\n \n          Peppered bacon wrapped filet mignon\n                         or\n          Spinach and artichoke stuffed chicken breast with parmesan crust and sun-dried tomato bechamel\n                         or\n           Browned butter, honey and garlic glazed salmon filet with mango-red chili chutney\n\n      *all entrees served with pesto potato gratin and pan-roasted broccolini and rainbow carrots  \n \n     Dessert - Turtle cheesecake\n  \n \nA BIG thanks to our sponsors:\n \nPlatinum Sponsors: Greater Green Bay Community Foundation, and the Community Foundation for the Fox Valley Region\n \n     \n \nGold Sponsors: Associated Bank Private Wealth, Nicolet Wealth Management, and the UW-Green Bay Foundation\n \n          \n \nSilver Sponsors: Lin Law LLC, Hager, Dewick & Zuengler, S.C., and BMO Wealth Management\n \n          \n \nBE A SPONSOR!\n\n\n \nGOLD Sponsor at $1,000\n This sponsorship level includes seminar and dinner for three (3) attendees plus your company’s mid-size logo will appear on our website, seminar e-mail reminders, a PowerPoint introduction at the seminar, and the handouts at the seminar.\n\nSILVER Sponsor at $500\n This sponsorship level includes seminar and dinner for two (2) attendees plus your company’s small size logo will appear on our website, seminar e-mail reminders, a PowerPoint introduction at the seminar, and the handouts at the seminar.\n  \n\n\n \nSponsors, please reply no later than Friday, September 8, 2023 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
SUMMARY:60th Annual Fall Seminar and Dinner - The Estate Planning Council of Northeast Wisconsin 
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