Past Events

January 29, 2019 CANCELED: Estate Planning for Digital Assets
November 27, 2018 Dementia: Understanding the Person Inside the Disease
September 25, 2018 Understanding Donor Advised Funds: Perspective from DAF Providers
August 1, 2018 NAEPC Webinar: What the Estate Planner Needs to Know about Roth Retirement Plans
May 15, 2018 NAEPC Webinar: The Top 20 Insurance Planning Mistake - How to Avoid or at Least Fix Them
April 18, 2018 Charitable Planning with Retirement Accounts: Strategies, Traps and Solutions
March 21, 2018 Collaboration and the Great Wealth Transfer
February 28, 2018 Building a Client Generosity Portfolio
February 14, 2018 NAEPC Live Webinar: Non-Tax Developments of Interest to Estate Planners
December 6, 2017 Annual Holiday TRIVIA Event
November 7, 2017 Current Cyber Threats Threatening Businesses
October 17, 2017 Divorce and Prenuptial Planning
May 2, 2017 Guest Speaker: Elizabeth Harrell
February 23, 2017 Guest Speaker - Steve Akers
January 23, 2017 Guest Speaker - Sam Donaldson
November 15, 2016 Guest Speaker David Fry, Attorney
April 19, 2016 Guest Speaker Chris Simons with Clark Retirement Community
February 11, 2016 Guest Speaker Honorable Judge David Murkowski - Kenty County Probate Court
January 21, 2016 Social Event for Members
November 10, 2015 Guest Speaker Ray Odom with Northern Trust - Chicago
October 12, 2015 Jonathan Blattmachr - Planning for Clients Under the $10 Million Net Worth
April 29, 2015 Roth Immersion Workshop
March 26, 2015 2014 Michigan Judicial Decisions
January 27, 2015 Advanced Care Planning
December 3, 2014 Life Insurance Traps for the Unwary
October 30, 2014 Speed Networking Event
April 29, 2014 Preparing Heirs
January 29, 2014 DOMA Presentation
November 5, 2013 Affordable Care Act
September 24, 2013 Why Family Foundations Lose Their Way
June 18, 2013 Planning for Retirement
May 1, 2013 Future of Estate Planning & Elder Law Practice
February 13, 2013 2012 T & E Case Law Update
December 11, 2012 Estate Planning Update
October 11, 2012 Case Study in Financial Planning
May 8, 2012 Estate Planning Lesson... Learned from Iconic Women
March 29, 2012 Creative Charitable Planning with Non-Cash Assets: A Case Study Approach
February 22, 2012 Insurance Policy Management
November 3, 2011 Trust Decanting In Michigan
October 13, 2011 Buy Sell Agreement
September 22, 2011 Long Term Care
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