Panel on Estate Planning in Today's Environment
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