THE ESTATE PLANNING COUNCIL OF NORTHEAST WISCONSIN

12:55         Opening Remarks from our Vice President, Evan Lin

1:00           Michelle Mulloy, CPA and Tax Manager at Schenck- Post Election Tax update

2:00           Aaron Juckett, President and founder of ESOP Partners - ESOP’s as an exit strategy

3:00           Robin C. Mueller, LUTCF and Professional Speaker- Understanding Social Security

4:00           Melissa S Kampmann, Attorney, CFP and chair of the Trusts and Estates practice group at Ruder Ware - How Clients can Protect Their Assets from Creditor Claims with Trust that they (essentially) Control

6:00           Cocktails

6:30           Member Dinner 

• Creamy Tomato Bisque
• Bacon Wrapped Shrimp with Adobo Aioli
• Spring Mix topped with Mandarin Oranges and fresh Strawberries, drizzled with poppy seed dressing
• Sorbet
• Tenderloin Steak and Atlantic Salmon
• Western baked potato with Parmesan Butter and Bacon Bits
• Asparagus
• Boston Cream Pie 

Attendance at this seminar will satisfy four continuing education credits for attorneys, CPAs, CFPs, ChFCs, all Wisconsin insurance license holders and those individuals that hold insurance licenses in states with continuing education reciprocity with the state of Wisconsin.