Panel on Estate Planning in Today's Environment

Date: Tuesday, April 26, 2022
Time: 3:00pm - 5:00pm
Location: University Club of Grand Rapids, 111 Lyon St NW, Ste 1025, Grand Rapids, MI 49503

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Parking: The Club offers discounted parking rates in the Fifth Third lots off Monroe Ave & Ottawa Ave for event attendees. To receive the discounted rate, obtain a discount coupon from the front desk prior to departure.

Agenda:
3:00pm - 3:30pm: Refreshments & Networking
3:30pm - 5:00pm: Panel Discussion

Join us for a timely discussion with local professionals on estate planning in today's environment. Panelists will share effective techniques they are using with their own clients, and cover a variety of relevant topics and perspectives, including:

  • What’s working (and not working) with clients
  • Estate planning in a rising interest rate environment
  • Planning ideas before the TJCA sunset
  • Charitable planning
  • Leveraging life insurance

Moderators:
Jeffery Nauta, Henrickson Nauta Wealth Advisors
Kristin Long, Spectrum Health Foundation/Helen DeVos Children's Hospital Foundation  

Panelists:
Raj Malviya, Miller Johnson
Beth O’Laughlin, Warner Norcross + Judd
Alexandre Zucco, Dickinson Wright
John Klees, Clark Hill

Cost:
Members: No Charge
Guests: $25.00

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