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DTSTART:20261027T174500Z
DTEND:20261027T220000Z
LOCATION:The Rock Garden Banquet & Conference Center
UID:3040020261027T174500Z63rd Annual Fall Seminar and Dinner
DTSTAMP:20260924T223043Z
DESCRIPTION:\nOur speakers and their topics will be (4 hours):\n\nDaniel Conti, Senior Regional Director & WI 529 Specialist, Voya \n1 hour on "Maximizing the Value of 529 Plans"\nDennis Buehler, President & CEO, Greater Green Bay Community Foundation\n1 hour on "The Opportunity Hiding in Every Estate Plan"\nKit Mac Nee CFP®, CRPC®, AEP®\n2 hours on "Maximizing the Benefits on Charitable Giving Through Assets vs. Income"\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\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.  Please note you can now pay via PayPal when registering. This is the preferred method of payment.\n\n \n------\n\nDinner Menu:\n\nRoasted Pear Salad\n\nAutumn Apple Cider Bisque\n\nEntrée (please choose one):\n\n    Stuffed Pork Tenderloin Roulade\n\n                            or\n\n     Praline Walleye\n\n                            or\n\n    Ancho-Cocoa & Coffee Rubbed Strip Steak\n\nPumpkin Pie Tiramisu\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:\nThe 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:\nThe 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, October 19, 2026 to ensure appropriate recognition to:\n \n\nDaniel Cape at daniel.cape@raymondjames.com  Questions: 920-272-2273\nPlease include the following:\nCompany Name\nContact Person\nPhone Number\nEmail Address\nAttachment of company logo\n
SUMMARY:63rd Annual Fall Seminar and Dinner - The Estate Planning Council of Northeast Wisconsin 
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