December 2016 Winnebagoland IMA Meeting
Tuesday, December 13, 2016 at 5:00 PM (CST)
December is guest night and awards night. Bring a spouse or a friend, try your luck out at our holiday raffles, and bring non-perishable food items to be taken to a local food pantry!
Schedule for the evening:
Cocktails and Networking - 5:00-5:30 PM
Dinner - 5:30 PM
Menu: Served Family Style
Chicken Breast Mediterranean
Ranch Roasted Baby Red Potatoes
Zucchini & Squash Stir-fry
Coffee & Milk
After Dinner Speaker - 6:00-7:00 PM (1 HR CPE)
Topic: Estate Planning
Speaker: Bridget Erwin
Do you think estate planning is something you will have to worry about in the future? Think again! Estate planning is not just for the wealthy and aging. In fact, everyone over the age of 18 in Wisconsin needs some form of estate planning. Do you have your plan in place?
Attend this meeting to walk away with an understanding of:
- Wills, trusts, and powers of attorney
- What your specific needs are for your stage in life
From heading off to college to planning to leave a legacy, we’ll provide you with an overview of the estate planning tools that are important as we transition through life.
About our Speaker:
Bridget Erwin is an attorney at the law firm of Sigman, Janssen, Sewall, Pitz & Hodgkiss in Appleton, Wisconsin. Her practice centers on estate planning, elder law, guardianship, long-term care planning, real estate, and business law. Ms. Erwin earned her B.B.A. degree from St. Norbert College and her J.D. degree from William Mitchell College of Law. She is a member of the Brown County Bar Association, the Outagamie County Bar Association, the Wisconsin Bar Association, The Estate Planning Council of Northeast Wisconsin, the Fox Valley Estate Planning Council, and the Service League of Green Bay.
Other Meeting Information:
All reservations must be made by 4PM on Friday, December 9th. All reservations require prepayment with a credit card. Please contact Martha Paalman at firstname.lastname@example.org or 920-527-2314 if you have questions.
Meetings require a guaranteed headcount. That means if someone makes a meeting reservation and then does not attend, your chapter has to absorb the costs associated with that reservation. Unfortunately your chapter has experienced an increase in no-shows. As a result, your Board has decided that pre-payment will be required for all meetings. Unless cancellation is received prior to the reservation cut-off date, a member will be responsible for payment even if they do not attend the meeting. Exceptions due to certain extenuating circumstances may be granted on a case by case basis at the discretion of your Board. Weather-related cancellations are at the descretion of the current president and the meeting's speaker. Refunds will be dependent on venue and other conditions and will be evaluated as required.
Additionally, there are a number of benefits to being an IMA member. One of those benefits should always be the ability to attend a meeting for less cost than a non-member. Accordingly the chapter will begin enforcing the non-member pricing policy.
When & Where
Institute of Management Accountants - Winnebagoland Chapter
For more than 90 years, IMA has been a champion of--and resource for--the financial management and accounting profession.
The Institute of Management Accountants (IMA) is a non-profit organization that was founded in 1919 to promote knowledge and professionalism among cost accountants and foster a wider understanding of the role of costing accounting in management.
We offer our members career support and professional development through education programs, numerous information resources, certification, and the ability to exchange ideas and experience with fellow professionals.