THE ESTATE PLANNING COUNCIL OF NORTHEAST WISCONSIN

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

Susan Rounds, JD, CPA, LLM, TEP, AEP (Distinguished), Director, Head U.S. Wealth Planning at Deutsche Bank Wealth Management - Ms. Rounds will be presenting:

• 1 1/2 hours on "Succession by Design - Successful Succession of the Family Business and Wealth;"  and
• 1 1/2 hours on "Family Dynamics and Intergenerational Conflict: Preserving Family Wealth and Harmony."

Robert S. Keelber, CPA/PFS, MST, AEP (Distinguished), CGMA, Keebler & Associates, LLP 

• Mr. Keebler will be presenting for 1 hour on "Spousal Lifetime Access Trusts."

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

We will be applying for 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.

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. This is the preferred method of payment.

Dinner Menu:

     Autumn Chop Salad 
     Butternut Squash Bisque Soup
     Entree (Please choose one):
          Beef Rouladen Oktoberfest
                        or
          Pistachio Encrusted Walley
                        or
          Apple Cider Roast Chicken
      Dessert - Turtle cheesecake

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, September 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