Past Events

December 5, 2024 Estate Planning Council of NE Wisconsin's First Annual Holiday Social - Inaugural Lifetime Achievement Award Presentation
October 3, 2024 61st Annual Fall Seminar and Dinner
Susan P. Rounds, JD, CPA, LLM, TEP, AEP®(Distinguished) & Robert S. Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA
August 20, 2024 Annual 18 Hole Golf Scramble and Dinner
May 7, 2024 61st Annual Spring Seminar and Dinner
January 26, 2024 61st Annual Member Meeting
Dr. Marc Schaffer
September 29, 2023 60th Annual Fall Seminar and Dinner
Christopher R. Hoyt - Estate & Tax Planning for Retirement Assets and Charitable Gifts
August 15, 2023 Annual 18 Hole Golf Scramble and Dinner
June 8, 2023 60th Anniversary Celebration & Social
April 28, 2023 60th Annual Spring Seminar and Dinner
January 27, 2023 60th Annual Member Meeting
Dr. Marc Schaffer
October 12, 2022 59th Annual Fall Seminar and Dinner
Jonathan Blattmachr
August 10, 2022 Annual 18 Hole Golf Scramble and Dinner
April 29, 2022 59th Annual Spring Seminar and Dinner
January 28, 2022 59th Annual Member Meeting
Dr. Marc Schaffer
August 10, 2021 Annual 18 Hole Golf Scramble and Dinner
July 15, 2021 Methods to Fund Buy-Sell Agreements
James S. Aussem, JD, AEP®
June 23, 2021 Zen and the Art of Trust Modification
Susan T. Bart, JD
May 12, 2021 President Biden's Tax Proposals: A First Look at the Pending Storm
Robert S. Keebler, CPA/PFS, MST, AEP® (Distinguished), CGMA
April 29, 2021 Charitable Donor Advised Funds
Dennis Buehler, President and CEO of the Greater Green Bay Community Foundation
January 29, 2021 58th Annual Member Meeting
Dr. Marc Schaffer (Associate Professor of Economics at St. Norbert College)
November 19, 2020 Webinar: Tax Planning & The 2020 Election
Kelsey Clair and Courtney Rosenberger
September 30, 2020 POSTPONED - 57th Annual Fall Seminar and Member Dinner
August 18, 2020 Annual 18 Hole Golf Scramble and Dinner
May 27, 2020 Webinar—Remote Signing and Witnessing of Estate Planning Documents
Timothy Reiniger
April 22, 2020 ATTENTION: CANCELED 57th Annual Spring Seminar
January 24, 2020 57th Annual Meeting & Luncheon
Marc Schaffer, Asst Prof of Economics, St Norbert College
September 10, 2019 56th Annual Fall Seminar and Dinner
Sam Donaldson
June 18, 2019 ANNUAL 18-HOLE GOLF SCRAMBLE & DINNER
April 26, 2019 56th Annual Spring Seminar and Member Dinner
January 25, 2019 56th Annual Meeting & Luncheon
Marc Schaffer
October 3, 2018 Greater Green Bay Community Foundation Hosts Free Continuing Education
Bryan Clontz, PhD, CFP®, CLU®, ChFC®, CAP®, AEP®, RICP®, CBP, President of Charitable Solutions, LLC
September 28, 2018 55th Fall Seminar and Member Dinner
Michael W Halloran, CFP®, ChFC®, CLU®, RICP®, AEP®
June 19, 2018 ANNUAL 18-HOLE GOLF SCRAMBLE & DINNER
April 27, 2018 55th Annual Spring Seminar & Member Dinner
January 19, 2018 Fifty-Fifth Annual Meeting and Luncheon
Marc Schaffer Ph. D., Asst. Professor of Economics, St. Norbert College
October 6, 2017 54th Annual Fall Seminar and Member Dinner
June 20, 2017 ANNUAL 18-HOLE GOLF SCRAMBLE & DINNER
April 28, 2017 54th Annual Spring Seminar & Member Dinner
January 20, 2017 54th Annual Meeting & Luncheon
Dr. Marc Schaffer
September 30, 2016 53rd Annual Fall Seminar & Member Dinner
June 14, 2016 2016 Annual Golf Outing & Dinner
April 29, 2016 53rd Annual Spring Seminar & Member Dinner
January 22, 2016 53rd Annual Meeting & Luncheon
September 25, 2015 52nd Annual Fall Seminar & Member Dinner
June 9, 2015 2015 Annual Golf Outing & Dinner
April 24, 2015 52nd Annual Spring Seminar + Member Dinner
January 16, 2015 52nd Annual Meeting & Luncheon
Dr. Kevin Quinn, Associate Academic Dean & Professor of Economics at St Norbert College
September 26, 2014 51st Annual Fall Seminar& Dinner
June 17, 2014 2014 Annual Golf Outing & Dinner
April 25, 2014 Fifty-first Annual Spring Seminar
January 17, 2014 51 st Annual Meeting and Luncheon
September 27, 2013 50th Anniversity Fall Seminar & Dinner
Natalie Choate
June 11, 2013 Annual Golf Outing & Dinner
April 26, 2013 50th Annual Spring Seminar & Dinner
January 18, 2013 50th Annual Meeting & Luncheon
Dr. Kevin Quinn
September 28, 2012 49th Annual Fall Seminar and Member Dinner
June 19, 2012 Annual Golf Outing
April 27, 2012 49th Annual Spring Seminar and Member Dinner
January 20, 2012 49th Annual Meeting
Dr. David Ward -
September 30, 2011 48th Annual Fall Seminar & Dinner
June 15, 2011 Annual Golf Outing
April 29, 2011 48th Annual Spring Seminar & Dinner
January 21, 2011 48th Annual Meeting
Dr Kevin Quinn
September 24, 2010 47th Annual Fall Seminar & Dinner
June 22, 2010 Annual Golf Outing - June, 22, 2010
April 23, 2010 47th Annual Spring Seminar & Dinner
January 15, 2010 47th Annual Meeting Luncheon
Dr Marc von der Ruhr
September 25, 2009 46th Annual Fall Seminar & Dinner
View Current Events