53rd Annual Fall Seminar & Member Dinner
ONLINE REGISTRATION IS NOW CLOSED
Please contact Ryan Laughlin to make or change your reservations
rlaughlin@wipfli.com
or
920-662-2901
12:55 to 1:00
Opening Remarks, Mary Eckert, President
1:00 to 1:50
Robert S. Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA with Keebler & Associates, LLP will speak on Estate Planning for IRA's In Wisconsin
2:00 to 2:50
Deacon Paul P. Umentum, Attorney with Umentum & Kimps, S.C., will discuss Ethics for Estate Planning, Estate and Trust Professionals
3:00 to 3:50
Peter Harbach and Sarah J. Kons, Attorneys with Hooper Law Office, will inform us on 5 Complex Estate Planning Issues with Simple Solutions
4:00 to 4:50
Julie M. Kiley, CPA, MST, and Katherine Menacher, Attorney with Wipfli LLP, will review and update us on the Estate Tax Compliance and Planning Considerations
6:00 to 6:30
Cocktails
6:30 to ??
Member Dinner – *Updated 9/23/16
Bruschetta
Classic Caesar Salad with Radicchio
Sorbet
Squash Bisque with sour cream
Beef Wellington with Asparagus Risotto Cakes
Honey Glazed Carrots
Tiramusu