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DTSTART:20241003T174500Z
DTEND:20241004T000000Z
LOCATION:The Rock Garden Banquet & Conference Center
UID:2631020241003T174500Z61st Annual Fall Seminar and Dinner
DTSTAMP:20260428T132819Z
DESCRIPTION:\nOur speakers and their topics will be (4 hours):\n \nSusan Rounds, JD, CPA, LLM, TEP, AEP (Distinguished), Director, Head U.S. Wealth Planning at Deutsche Bank Wealth Management - Ms. Rounds will be presenting:\n 1 1/2 hours on "Succession by Design - Successful Succession of the Family Business and Wealth;"  and  1 1/2 hours on "Family Dynamics and Intergenerational Conflict: Preserving Family Wealth and Harmony." \nRobert S. Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA, Keebler & Associates, LLP \n Mr. Keebler will be presenting for 1 hour on "Spousal Lifetime Access Trusts." \n12:45 p.m.        Welcome - Evan Y. Lin, JD, CPA, AEP®, President\n \n1:00 p.m.          Speaker Presentations (4 Hours)\n \n5:00 p.m.        Cocktails\n \n6:00 p.m.        Dinner (Optional) - Menu below\n \nWe will be applying for CE credits for attorneys, CPAs, CFPs, ChFCs, CTFAs, and all Wisconsin insurance license holders and those individuals that hold insurance licenses in states with continuing education reciprocity with the state of Wisconsin.\n\n Cost for the seminar is $80 for Estate Planning Council of Northeast Wisconsin members and $125 for nonmembers. Dinner cost is $25 per person - spouses / significant others are invited.  Please note you can now pay via PayPal when registering. This is the preferred method of payment.\n\nDinner Menu:\n \n     Autumn Chop Salad \n      Butternut Squash Bisque Soup\n     Entree (Please choose one):\n          Beef Rouladen Oktoberfest\n                         or\n          Pistachio Encrusted Walley\n                         or\n           Apple Cider Roast Chicken\n       Dessert - Turtle cheesecake\n \n     \n \nA BIG thanks to our Gold sponsor: Associated Bank Private Wealth\n \n\n \nA BIG thanks to our Silver sponsors:\n\n Lin Law, LLC;    Hager, Dewick & Zuengler, S.C.\n \n      \n \n \n \nBE A SPONSOR / THREE (3) SPONSORSHIP LEVELS:\n \n\n\n1.  PLATINUM Sponsor at $2,000:\n \nThe Platinum 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 \n2.  GOLD Sponsor at $1,000:\n The Gold sponsorship level includes seminar and dinner for three (3) 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\n3.  SILVER Sponsor at $500:\n The Silver sponsorship level includes seminar and dinner for two (2) attendees 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 \n***SPONSORS, please contact Daniel Cape and reply no later than by Monday, September 23, 2024 to ensure appropriate recognition to:\n  \n \nDaniel 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
SUMMARY:61st Annual Fall Seminar and Dinner - The Estate Planning Council of Northeast Wisconsin 
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