EPCNEW Fall Seminar and Dinner - Estate & Tax Planning for Retirement Assets and Charitable Gifts
60th Annual Fall Seminar and Dinner
RSVP Now for this Event
Date: Friday, September 29, 2023
Time: 12:00pm - 7:00pm
Location: 1951 West (1951 Bond Street, Green Bay)
Speaker: Christopher R. Hoyt - Estate & Tax Planning for Retirement Assets and Charitable Gifts
12:00 Registration and Check-in
12:45 Opening Remarks from our President, Evan Y. Lin, JD, CPA, AEP®
1:00 Christopher R. Hoyt, University of Missouri (Kansas City) School of Law
- 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
5:00 Cocktails (Optional - Cash Bar)
6:00 Dinner (Optional)
(Menu details to be announced soon)
Cost for the seminar only is $75 for members* and $120 for non-members*
*Additional options available upon registration
4 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.
A BIG thanks to our sponsors:
Platinum Sponsors: Greater Green Bay Community Foundation, and the Community Foundation for the Fox Valley Region
