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August 25, 2010
Dear Professional Colleague:
We aim to stay informed and give our clients the best guidance possible as they contemplate
their estates.
Your opportunities through the RKEPC in 2010-2011 include:
Relevant information you can use
Enhanced visibility through the RKEPC web site – a public guide listing our dues-paying
members who specialize in estate planning
o Customize your listing with a full biography, photo, articles and more.
Continuing education, often with credits
Relaxed networking with colleagues and allied professionals
EARN FREE DINNERS IN TWO WAYS!
Prepay annual dues and prepay your season reservation by Sept. 17 and save $35.
Pay $180 now and get one dinner free.
Bring three guests to any meeting. Your dinner is free.
Seminar Programs – Place, Times, Dates for Your Calendar
Kenosha Country Club Four Wednesdays (dates subject to change per speakers’ schedules)
Networking 5:30 P.M. (cash bar, soft drinks complimentary; open bar at annual meeting)
Seminar Program 6 P.M.
Dinner 7 P.M.
All members are welcome to attend seminar programs without staying for dinner at no charge
beyond your annual dues. Prospective members and guests may attend two meetings without
paying dues.
Your RKEPC will apply for appropriate CLE and CE credits for selected seminar programs.
Sept. 22, 2010 -(W) Keep the Courts Out of Funeral Planning!
Bill Althaus, Piasecki-Althaus Funeral Home & Cremation Services
Anne Meredith, Maresh-Meredith & Acklam Funeral Home, Racine
Moderator: Mary Wyant, Wyant Law Offices
Nov. 17, 2010 (W) Election’s Over. Now What?
An update on the legislative outlook for those issues dear to our clients.
Jan. 19, 2011 (W) Whither the Estate Tax?
It’s been a Las Vegas world of estate tax law changes, fixes, reforms, and
worse in the 21st Century. Get insights on the future!.
May 11, 2011 (W) Probate and Trust Litigation Update
(annual meeting) John Barry Stutt, Attorney at Law, Crawford Crawford & Stutt, Racine.
Our Web Site Identifies YOU to Planning-Seeking Clients
Our enhanced web site lets you:
Post your content
o Biography, photo, specialization, firm, background, etc..
o Articles
o Links to your firm’s web site
Renew your annual membership
Pay for meeting dinners
Make meal selections
Pay online at www.rkestateplanningcouncil.com.
Annual Dues
The 2010-2011 annual membership dues remain at $75. Dinners are still $35.
Our web site address is www.rkestateplanningcouncil.com. Take a moment now to join online with your credit card. Remember, you can earn a free dinner by (1) prepaying annual dues and
prepaying your season reservation by Sept. 17, or by (2) bringing three guests to any meeting
(Two free dinners per season per paid member, please.)
New members (and renewing members on request) will receive instructions on web site login,enhancing your biography listing, and adding your articles.
If you wish to renew or reserve dinner by mail, send your check made payable to “Racine Kenosha Estate Planning Council” (RKEPC) to our 2010-2011 treasurer:.
Edward Fitzpatrick, CFP®, Financial Advisor, The Fitzpatrick Group, Wells Fargo Advisors,
600 52 ST Ste 100, Kenosha WI 53140; (800) 522-7422.
E-mail:
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Please include the dinner reservation form with your meal selections and guests’ names. Menu selections are available on our web site or the event reminder letter.
I am grateful to our 2010-2011 Board members for their dedication. They are Fran Wargolet,
past president; John Stutt, vice president; Mary Wyant, secretary; Ed Fitzpatrick, treasurer; and,
Jamie Young, member at large.
We expect a great year as we deliver on our mission. Heard a great speaker? Please let me have your recommendations for future programs.
See you on Wednesday, September 22!
Len
Len Iaquinta, President
Racine Kenosha Estate Planning Council
Len Iaquinta’s Excellence in Communications, Inc.
9507 74 ST, Kenosha WI 53142 262-694-0446
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P.S.: Remember to ask an associate or colleague to join RKEPC this year! A membership application is attached. If you have never been a member or are lapsed, please join yourself.
Earn a free dinner by bringing guests or by prepaying for the full-season! Details are above.
Attachments: September 22, 2010 Reservation Form
Membership Application (Only for new members. Renewing and lapsed members just
send $75 annual dues plus $35 dinner reservation fee and menu choice form. Do it
online at www.rkestateplanningcouncil.com!)
MISSION STATEMENT
The Racine Kenosha Estate Planning Council
creates a community of estate planning professionals that:
Supports professional development,
Provides resources for best practices through programs and networking, and
Furnishes referral opportunities for professionals and members of the public.
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