THE ESTATE PLANNING COUNCIL OF NORTHEAST WISCONSIN

12:55 p.m.      Opening remarks from our President, Evan Y. Lin, JD, CPA, AEP^®

1:00 p.m.        Douglas Raines - Valuation Issues and the Kress Case:  How the Plaintiffs-Taxpayers Won A Judgment of Over $2.1 Million

2:00 p.m.          Matthew C. Zuengler - Qualified Personal Residence Trusts

3:00 p.m.          Robert S. Keebler, CPA/PFS, MST, AEP (Distinguished) - SECURE Act 2.0

5:00 p.m.        Cocktails

6:00 p.m.        Dinner (Optional) - Menu details below

                           Choice of:
                                6 oz filet mignon with portabella mushroom bordelaise
                                                 or
                                Baked haddock roulade with seafood stuffing and herb bechamel

                           (Both entrees served with duchess potatoes, pan roasted asparagus and rainbow carrots)

                           Mixed Greens Salad (Honey grapefruit brule, roasted beet root, fresh strawberry, toasted pepitas, bleu cheese, basil citronette)
                           Sweet Potato Bisque
                           Dessert:  Wild berry tiramisu (basil chocolate sauce and raspberry sauce)

4 CE 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.  3.75 CE credits for CTFAs.

Cost for the seminar is $75 for Estate Planning Council of Northeast Wisconsin members and $120 for nonmembers. Dinner cost is $25 per person - spouses / significant others are invited.

A BIG thanks to our sponsors:

Gold Sponsors: Associated Bank, Fiduciary Partners, Vision Point Capital

Silver Sponsor: Lin Law LLC

BE A SPONSOR!

PLATINUM Sponsor at $1,000
This 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.

GOLD Sponsor at $500
This sponsorship level includes seminar and dinner for two (2) 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. 

SILVER Sponsor at $250
This sponsorship level includes seminar and dinner for one (1) attendee and your company’s logo will appear in small size on our website, a PowerPoint introduction at the seminar, and handouts at the seminar.

Sponsors, please reply no later than by Monday, April 10, 2023 to ensure appropriate recognition to:
Daniel Cape at daniel.cape@raymondjames.com  Questions: 920-272-2273
Please include the following:
Company Name
Contact Person
Phone Number
Email Address
Attachment of company logo