55th Fall Seminar and Member Dinner
Date: Friday, September 28, 2018
Time: 1:00pm -
Location: Backstage at the Meyer, 117 S Washington St, Green Bay
Speaker: Michael W Halloran, CFP®, ChFC®, CLU®, RICP®, AEP®
AGENDA
12:55 Opening remarks from our President, Mary Eckert
1:00 NATIONAL SPEAKER Michael W Halloran, CFP®, ChFC®, CLU®, RICP®, AEP®
Wealth Management Advisor, Northwestern Mutual; Michael Halloran's Bio
Buy Sell Presentation
Hybrid Domestic Asset Protection Trust
Due Diligence
Donor Advised Funds
Financed Life
5:00 Cocktails
6:00 Member Dinner
FROM CHEF NICOLE
1st Course: Beef and Mushroom Barley
2nd Course: Spinach, apple and walnut salad with Vinaigrette
3rd Course: Choice of...
- Seared Airline Chicken breast with cranberry balsamic glaze, sweet potato mash and fresh vegetable
- Brown sugar encrusted salmon with sweet potato mash and fresh vegetable
- Pesto Mac and Cheese. Sauteed vegetables in a fresh pesto cream cheese sauce, elbow macaroni; baked until golden brown, served with vegetables on the side
4th Course: Pumpkin cheesecake with fresh cinnamon whip cream
CONTINUING EDUCATION CREDITS
Attendance at this seminar will satisfy four (4) 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.
PRICING
Seminar - EPC & affiliate members $60
Member Dinner - EPC NEW only $20
Spouse or Significant Other Dinner $20
2018 Membership dues $60
PARKING
Street parking is available, and the checks Street Ramp, located at 202 Cherry St, is just one block away (entrance on Cherry between Washington & Adams). Keep in mind that all parking ramp and meter fees are enforced until 6:00pm. Current fees are $0.75/hr with the first hour free. See the link below for a map and more details.
RSVP
Please RSVP today, or no later than Wednesday, September 19th. We hope to see you there!
PAYMENT
Make checks payable to:
EPC NEW
EPC NEW
The Estate Planning Council of Northeast Wisconsin
PO BOX 114 Green Bay, WI 54305
Phone: 920-964-0070 Fax: 920-964-0074
admin@epcnewi.org
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