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DTSTART:20221012T173000Z
LOCATION:The Marq - 3177 French Road, DePere, WI
UID:2340720221012T173000Z59th Annual Fall Seminar and Dinner - EPCNEW
DTSTAMP:20260414T232337Z
DESCRIPTION:\n59th Annual Fall Seminar and Dinner\n \n[RSVP Now for this Event](https://www.epcnewi.org/events/register/23084)\nDate: Wednesday, October 12, 2022\nTime: 12:30pm - 7:00pm\nLocation: The Marq - 3177 French Road, De Pere, Wisconsin\nSpeaker: Jonathan Blattmachr\n \n12:30                Registration and Check-in\n \n12:50                Opening Remarks from our President, Evan Y. Lin, JD, CPA, AEP®\n \n1:00                  Jonathan Blattmachr, Principal in the Estate Planning Advisory Group of Pioneer Wealth Partners\n Crypto currency and estate planning The Flexible Beneficiary Trust to greatly reduce income tax How to reclaim the “stretch” for qualified plans and IRAs The Good, the Bad, and the Ugly of Spousal Lifetime Access Trusts (SLATs) The SPAT, a safer form of asset protection trust \n5:00                  Cocktails (Optional - Cash Bar)\n \n6:00                  Dinner (Optional)\n                              (Menu details below)\n \nCost for the seminar only is $75 for members* and $120 for non-members*\n      *Additional options available upon registration\n \n4 CE credits for attorneys, CPAs, CFPs, ChFCs, CTFAs, all Wisconsin insurance license holders and those individuals that hold insurance licenses in states with continuing education reciprocity with the state of Wisconsin.\n \nDinner Menu\n     Choice of:\n \n          Pecan and parmesan crusted chicken breast with wild rice, green beans and carrots\n                         or\n          Baked cod with lemon cream sauce with wild rice, broccoli, cauliflower and carrots\n                         or\n           8oz center cut petite tenderloin steak with buttered mashed potatoes, green beans and carrot\n \n     Dessert - choice of\n          Tuxedo truffle torte\n                         or\n           Strawberry shortcake\n
SUMMARY:59th Annual Fall Seminar and Dinner - EPCNEW - Fox Valley Estate Planning Council 
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DESCRIPTION:Reminder
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