THE ESTATE PLANNING COUNCIL OF NORTHEAST WISCONSIN

Our speaker & topics will be (4 hours):

Martin M. Shenkman, CPA, MBA, JD, AEP®   -

• EstatePlanning and Current Developments/Potential Tax Changes, two (2) hours
• Spousal Lifetime Access Trusts (SLATS) - Planning Ideas for Clients, one (1) hour
• Estate Planning and Financial Planning for Clients Living with Chronic Illness and Aging Clients, one (1) hour

8:30 a.m.        Welcome - Kathy Rondeau, JD,  President

8:35 a.m.        Speaker Presentation (4 Hours)

12:35 p.m.       Lunch buffet

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 to attend: 

Council Member  (Seminar and Lunch) – $100

Guest of Council Member (Seminar and Lunch) - $100

Open Registration  (Seminar and Lunch) - $150

 Please note you can now pay via PayPal when registering.

A BIG thanks to our Platinum sponsor: Akrivis

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 Thursday, May 8, 2025 to ensure appropriate recognition to:
 

Daniel Cape at daniel@lakeedgewealth.com Questions: 920-272-2273
Please include the following:
Company Name
Contact Person
Phone Number
Email Address
Attachment of company logo