Sponsor Sales


2022-2023 Chapter Sponsorship

The Milwaukee Estate Planning Forum invites you to become a Chapter Sponsor for the upcoming programing year (September, 2022 through June, 2023). The Milwaukee Estate Planning Forum is a multi-disciplinary organization supporting the team concept of estate planning. Our membership includes attorneys, trust officers, accountants, insurance and financial planners and planned giving professionals, as well as allied professionals.

An annual commitment of $1,000 provides the following benefits with the Milwaukee Estate Planning Forum:

  • Sponsorship is industry-exclusive.
  • Listing as a Chapter sponsor on all chapter correspondence for the year which includes multiple monthly emails to membership
  • Company logo and link on our Chapter web site.
  • Company logo prominently displayed on table tents and on a rotating screen preceding speaker presentation
  • A verbal appreciation from our chapter President at the outset of all presentations for the year

If you have an interest in becoming a sponsor for the upcoming programming year, please contact:

Kelly Dancy, Past President at 414-751-7531