49th Annual Fall Seminar and Member Dinner
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12:50 to 1:00 |
Opening Remarks, Jay Kramer, President |
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1:00 to 2:55 |
Terrence Frett, CEBS, CLU, CPCU, REBC, RHU; founder of Frett Barrington, Ltd will discuss "The Reality of the Affordable Care Act – What Next?" |
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3:05 to 5:00 |
Rick J. Taylor, CPA, MST; Tax Partner with Wipfli will explain "Cutting Edge Strategies to Reduce Income Taxes and Transfer Taxes and Maximize Overall Family Wealth". |
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Attendance at this seminar will satisfy four 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. |
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6:00 to 6:30 |
Cocktails |
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6:30 to ??? |
Dinner - Crab Stuffed Mushrooms,Devonshire White Onion Soup, Tango Salad, Sorbet, Ratolo of Pork Florentine, Wild Rice with Dried Cherries and Pecans, Chocolate Mousse and Wine. |
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The cost of the seminar is $60. If you sign up for the seminar and stay for dinner, the cost of your dinner is $20, and the cost for your spouse or significant other is $15. Please RSVP to EPCNEW, P O Box 114, Green Bay, WI 54305, prior to September 26, so we can have a proper head count for supplies and meals. As we do not get leniency from the Hotel, if you RSVP positively and do not show up, we must bill you anyway.
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