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DTSTART:20251030T174500Z
DTEND:20251031T003000Z
LOCATION:The Rock Garden Banquet & Conference Center
UID:2851820251030T174500Z62nd Annual Fall Seminar and Dinner
DTSTAMP:20260428T132131Z
DESCRIPTION:\nOur speakers and their topics will be (4 hours):\n \nRobert S. Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA, Keebler & Associates, LLP \n 1 hour on "Non-Grantor Trust Planning after the OBBBA" \nTim Steffen, CPA/PFS, CFP®, CPWA®, Managing Director, Robert W. Baird & Co.\n 1 hour on "Breaking Down the One Big Beautiful Bill Act." 1 hour on "Tax Changes You Need to Know for 2025" \nStephen J. Bigge, CPA​, CSEP, Partner, Keebler & Associates, LLP\n 1 hour on "Roth IRA Conversion Planning After OBBBA" \nAgenda\n \n12:45 p.m.        Welcome - Kathy Rondeau, JD, 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\n  \n ------\n\nDinner Menu:\n \nHarvest Apple & Roasted Golden Beet Salad\n \nAncho Roasted Pumpkin Bisque      \n \nEntrée (please choose one):\n \n    Whiskey ‘old fashioned’ Braised Beef Chuck Steak\n \n                            or\n \n    Door County Cherry Chicken Coq Au Vin\n \n                            or\n \n    Praline Walnut & Cranberry Encrusted Salmon\n \nApple Cider Spice Cake \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 Thursday, October 16, 2025 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:62nd Annual Fall Seminar and Dinner - The Estate Planning Council of Northeast Wisconsin 
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