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DTSTART:20250522T133000Z
DTEND:20250522T183000Z
LOCATION:Rock Gardens (1951 Bond Street, Green Bay)
UID:2762820250522T133000Z62nd Annual Spring Seminar and Lunch
DTSTAMP:20260306T213737Z
DESCRIPTION:\nOur speaker & topics will be (4 hours):\n \nMartin M. Shenkman, CPA, MBA, JD, AEP®   -\n EstatePlanning and Current Developments/Potential Tax Changes, two (2) hours Spousal Lifetime Access Trusts (SLATS) - Planning Ideas for Clients, one (1) hour Estate Planning and Financial Planning for Clients Living with Chronic Illness and Aging Clients, one (1) hour \n8:30 a.m.        Welcome - Kathy Rondeau, JD,  President\n \n8:35 a.m.        Speaker Presentation (4 Hours)\n \n12:35 p.m.       Lunch buffet\n \nCE 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 will be applied for.\n  \n \nCost to attend: \n \nCouncil Member  (Seminar and Lunch) – $100\n \nGuest of Council Member (Seminar and Lunch) - $100\n \nOpen Registration  (Seminar and Lunch) - $150\n \n Please note you can now pay via PayPal when registering.\n \n \n \nA BIG thanks to our Platinum sponsor: Akrivis\n \n\n \n \n \nA BIG thanks to our Gold sponsors: Fiduciary Partners Trust Company  -- and --  Associated Bank Private Wealth\n \n     \n \n \n \nA BIG thanks to our Silver sponsors: Lin Law, LLC  -- and --  Hager, Dewick & Zuengler, S.C.\n \n          \n \n \n \nBE A SPONSOR / THREE (3) SPONSORSHIP LEVELS:\n \n \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 \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 Thursday, May 8, 2025 to ensure appropriate recognition to:\n  \n \nDaniel Cape at daniel@lakeedgewealth.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 \n \n \n \n
SUMMARY:62nd Annual Spring Seminar and Lunch - The Estate Planning Council of Northeast Wisconsin 
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