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DTSTART:20230929T173000Z
DTEND:20230929T230000Z
LOCATION:1951 West - 1951 Bond Street, Green Bay
UID:2486020230929T173000ZEPCNEW Fall Seminar and Dinner - Estate & Tax Planning for Retirement Assets and Charitable Gifts
DTSTAMP:20260414T232800Z
DESCRIPTION:\n60th Annual Fall Seminar and Dinner\n \n[RSVP Now for this Event](https://www.epcnewi.org/events/register/24737)\nDate: Friday, September 29, 2023\nTime: 12:00pm - 7:00pm\nLocation: 1951 West (1951 Bond Street, Green Bay)\nSpeaker: Christopher R. Hoyt - Estate & Tax Planning for Retirement Assets and Charitable Gifts\n \n12:00                Registration and Check-in\n \n12:45                Opening Remarks from our President, Evan Y. Lin, JD, CPA, AEP®\n \n1:00                  Christopher R. Hoyt, University of Missouri (Kansas City) School of Law\n Tax-smart charitable giving, especially retirement assets When can a Charitable Remainder Trust stretch an inherited IRA? Rules and planning for distributions from retirement accounts Legal rights that a spouse has in the other spouse's retirement assets \n5:00                  Cocktails (Optional - Cash Bar)\n \n6:00                  Dinner (Optional)\n                              (Menu details to be announced soon)\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 to be applied 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 \n \n \nA BIG thanks to our sponsors:\n \nPlatinum Sponsors: Greater Green Bay Community Foundation, and the Community Foundation for the Fox Valley Region\n
SUMMARY:EPCNEW Fall Seminar and Dinner - Estate & Tax Planning for Retirement Assets and Charitable Gifts - Fox Valley Estate Planning Council 
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DESCRIPTION:Reminder
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