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DTSTART:20260514T180000Z
DTEND:20260514T220000Z
LOCATION:Rock Gardens (1951 Bond Street, Green Bay)
UID:2943120260514T180000Z63nd Annual Spring Seminar and Dinner
DTSTAMP:20260421T092223Z
DESCRIPTION:\nOur speaker & topics will be (4 hours):\n \nLori M. Coonen, HDP™, CFP, Genacy Group -\n Bridging the Generations: Conversations That Create Alignment \nRobert Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA, Keebler & Associates, LLP - \n Best of the Best - The Very Best Tax Planning Ideas for 2026 (1hr) The Four Paths to Portability (1hr) \n1:00 p.m.        Welcome - Kathy Rondeau, JD,  President\n \n1:05 p.m.        Speaker Presentations\n \n5:05 p.m.        Cocktail Hour\n \n6:00 p.m.         Dinner\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 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.  \n \nPlease note you can now pay via PayPal when registering. This is the preferred method of payment.\n\n ------\n\nDinner Menu: \n \nStrawberry & Arugula Salad\n \nSweet Pea Veloute Soup\n \nEntrée (pick one):\n \n     Chicken Forestiere\n \n     Strip Steak Au Poivre\n \n     Roast Salmon en Croute\n \nPeanut Butter Cup Cheesecake\n ------\n\nA BIG thanks to our Silver sponsor: Lake Edge Wealth Advisors\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\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 \n \n***SPONSORS, please contact Daniel Cape and reply no later than by Friday, May 8, 2026 to ensure appropriate recognition to:\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:63nd Annual Spring Seminar and Dinner - The Estate Planning Council of Northeast Wisconsin 
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