THE ESTATE PLANNING COUNCIL OF NORTHEAST WISCONSIN

Our speakers and their topics will be (4 hours):

Ruth Ann Driscoll, JD, CFP, CLU, RICP of Driscoll Law LLC  - Ms. Driscoll will be presenting for one (1) hour on "Social Security" and one (1) hour on "Medicare" (2 Hours);

Curtis A. Edwards, JD of Lin Law LLC - Corporate Transparency Act (1 Hour); and 

Eido M. Walny, JD, AEP^®, EPLS of Walny Legal Group LLC- Top Estate Planning Lessons from Recently Deceased Celebrities (1 Hour).

12:45 p.m.        Welcome - Evan Y. Lin, JD, CPA, AEP®, President

1:00 p.m.          Speaker Presentations (4 Hours)

5:00 p.m.        Cocktails

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

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 will be applied for.

Cost 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.

Dinner Menu
     Entree* (Please choose one):

          6oz Angus Beef Filet Mignon with Cabernet Demi Glace
                        or
          Island Spiced Mahi Mahi with Pineapple-Spiced Rum Chutney

A BIG thanks to our Gold sponsor: Associated Bank Private Welath

A BIG thanks to our Silver sponsors: Hager, Dewick & Zuengler, S.C.  --and--  Lin Law, LLC

BE A SPONSOR / THREE (3) SPONSORSHIP LEVELS:

1.  PLATINUM Sponsor at $2,000:

The 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.

2.  GOLD Sponsor at $1,000:
The 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. 

3.  SILVER Sponsor at $500:
The 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.

***SPONSORS, please contact Daniel Cape and reply no later than by Monday, April 23, 2024 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