Past Events

June 18, 2024 What Wealthy Clients & Their Advisors Need to Understand About Life Insurance
Bill Boersma
February 27, 2024 WMEPC Winter Social 2024
November 29, 2023 Webinar: Estate Planning Structures with the IRS in Mind
Alan Gassman
September 26, 2023 Back to Basics: Core Estate Planning
Katie Szymanski & John Klees
July 18, 2023 WMEPC Social at Founders Brewing Co.
April 20, 2023 Charitable Planning Strategies with Turney Berry
Turney P. Berry
March 7, 2023 WMEPC Social at Founders Brewing Co.
November 3, 2022 Case Law Update from the 2022 Probate & Estate Planning Institute (ICLE)
David L.J.M. Skidmore, Partner, Warner Norcross + Judd
October 6, 2022 Recent Developments in Estate Planning with Samuel A. Donaldson
Samuel A. Donaldson, JD, LL.M., AEP (Distinguished)
June 20, 2022 WMEPC Social at Founders Brewing Co.
April 26, 2022 Panel on Estate Planning in Today's Environment
November 9, 2021 Top 10 Charitable Trends Every Advisor Should Know
Bryan Clontz, PhD, CFP®, CLU®, ChFC®, CAP®, AEP®, RICP®, CBP, ChSNC®
September 21, 2021 Mark Your Calendar- WMEPC Social Gathering
September 1, 2021 Reminder To Sign Up for the Group Webinar: Planning for Business Owners and Trusts in Light of Changing Income Tax Rates
Steven B. Gorin, JD, CPA, CGMA, AEP (Distinguished)
October 22, 2020 Webinar: Suddenly Single – Women Facing Unexpected Transitions Due to Widowhood or Divorce
Steph Wagner, Director of Women & Wealth, Northern Trust
September 29, 2020 Webinar: Charitable Trends Every Advisor Should Know in 2020, and Charitable Planning with Non-Cash Assets
Bryan Clontz, Charitable Solutions, LLC
July 21, 2020 Webinar: Serious Shift – Staging Better Customer Experiences
Dennis Moseley-Williams, Principal, DMW Strategic Consulting
May 26, 2020 Webinar: Attorney-Client Privilege in a Team Environment
April 28, 2020 (CANCELED) Estate Planning for Retirement Benefits after SECURE with Natalie Choate
March 24, 2020 Webinar: Charitable Giving and Tax Planning Strategies in the TCJA Era
February 11, 2020 Panel Discussion: Long Term Care Planning
December 5, 2019 Understanding Social Security
Vonda Vantil, Public Affairs Specialist, Social Security Administration
October 3, 2019 Estate Planning for Digital Assets
Michael G. Lichterman, Baar & Lichterman, PLLC
August 29, 2019 Group Webinar: Technology in Your Estate Planning Practice
Martin M. Shenkman CPA, MBA, JD, PFS, AEP® (Distinguished)
March 26, 2019 Working with Individuals with Diminished Capacity
Steven Starnes, Grand Wealth Management and Lisa Misenhimer, Rethinking Dementia: Accelerating Change
January 29, 2019 (CANCELED) Estate Planning for Digital Assets
Michael Lichterman, Baar & Lichterman, PLLC
November 27, 2018 Dementia: Understanding the Person Inside the Disease
Rosemary Apol-Hoezee and Lynn Bolt, Holland Home
September 25, 2018 Understanding Donor Advised Funds: Perspective from DAF Providers
August 1, 2018 Group Webinar: What the Estate Planner Needs to Know about Roth Retirement Plans
Natalie B. Choate, Esq., AEP® (Distinguished)
May 15, 2018 Group Webinar: The Top 20 Insurance Planning Mistake - How to Avoid or at Least Fix Them
Lawrence Brody, JD, LL.M, AEP
April 18, 2018 Charitable Planning with Retirement Accounts: Strategies, Traps and Solutions
Professor, Christopher Hoyt
March 21, 2018 Collaboration and the Great Wealth Transfer
Mike Gregory from Michael Gregory Consulting LLC
February 28, 2018 Building a Client Generosity Portfolio
Colleen Mitchell, founder of VENTURE3Philanthropy LLC
February 14, 2018 NAEPC Live Webinar: Non-Tax Developments of Interest to Estate Planners
Jeffrey N. Pennell JD
December 6, 2017 Annual Holiday TRIVIA Event
November 7, 2017 Current Cyber Threats Threatening Businesses
Donald W. Whitt lll
October 17, 2017 Divorce and Prenuptial Planning
Connie Thacker and Allison Sleight from Thacker Sleight PC
May 2, 2017 Guest Speaker: Elizabeth Harrell
Elizabeth Harrell
February 23, 2017 Guest Speaker - Steve Akers
Steve Akers
January 23, 2017 Guest Speaker - Sam Donaldson
Sam Donaldson
November 15, 2016 Guest Speaker David Fry, Attorney
David Fry, Attorney
April 19, 2016 Guest Speaker Chris Simons with Clark Retirement Community
Chris Simons
February 11, 2016 Guest Speaker Honorable Judge David Murkowski - Kenty County Probate Court
Judge David Murkowski
January 21, 2016 Social Event for Members
November 10, 2015 Guest Speaker Ray Odom with Northern Trust - Chicago
Ray Odom
October 12, 2015 Jonathan Blattmachr - Planning for Clients Under the $10 Million Net Worth
Jonathan Blattmachr
April 29, 2015 Roth Immersion Workshop
Natalie Choate
March 26, 2015 2014 Michigan Judicial Decisions
David Skidmore & Laura Morris
January 27, 2015 Advanced Care Planning
Caol Robinson with Makine Choices Michigan
December 3, 2014 Life Insurance Traps for the Unwary
Larry Herman
October 30, 2014 Speed Networking Event
April 29, 2014 Preparing Heirs
Vic Preisser
January 29, 2014 DOMA Presentation
November 5, 2013 Affordable Care Act
Robert Crisan
September 24, 2013 Why Family Foundations Lose Their Way
Mark Neithercut
June 18, 2013 Planning for Retirement
Christopher Hoyt
May 1, 2013 Future of Estate Planning & Elder Law Practice
Douglas Chalgian - Chalgian & Tripp Law Offices, PLLC
February 13, 2013 2012 T & E Case Law Update
David Skidmore with Warner, Norcross & Judd, LLP
December 11, 2012 Estate Planning Update
Mandy Chardoul - Plante & Moran Financial Advisors
October 11, 2012 Case Study in Financial Planning
Gregg Dimkoff, PhD, CFP, CLU
May 8, 2012 Estate Planning Lesson... Learned from Iconic Women
Michael McCarthy - U.S. Trust
March 29, 2012 Creative Charitable Planning with Non-Cash Assets: A Case Study Approach
Bryan Clontz, Charitable Solutions, LLC
February 22, 2012 Insurance Policy Management
Charles Ratner
November 3, 2011 Trust Decanting In Michigan
James Spica - Dickinson Wright, PLLC
October 13, 2011 Buy Sell Agreement
Chris Mercer - Mercer Capital
September 22, 2011 Long Term Care
Greg Farr - Northwestern Mutual
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