Welcome to the web site of the Northeastern Michigan Estate Planning Council.
On Thursday, October 12, 2017, the speaker will be Daniel R. Finn, JD, CLU, Director of Advanced Planning at Northwestern Mutual. His program is titled: "Skinning the Cat: The Many Options for Arranging Life Insurance Policy Ownership in a Cross-Purchase." The main meeting will be held at the Great Hall in Midland, with the satellite location at Isabella Bank, 139 E. Broadway, Mt. Pleasant, MI also available. This is a departure from the normal schedule of meetings in order to accommodate the speaker. The meeting will begin at 12:00 noon and conclude at 1:30 p.m.
A national speaker has been scheduled for January 25, 2018. Wade Pfau, Ph.D., CFA, from Pennsylvania, will give a 2-hour presentation entitled "Best Practices for Retirement Income Planning." The exact time of the meeting will be announced later. Dr. Pfau is a Professor of Retirement Income in the Ph.D. program for Financial and Retirement Planning at The American College in Bryn Mawr, Pennsylvania, and holds a doctorate in economics from Princeton University. The NMEPC will submit this program to the Certified Financial Planner Board of Standards for two hours of continuing education credit.
The Council is currently comprised of about 115 members from five disciplines: CPAs, attorneys, financial service professionals, trust officers and development officers. Meetings are scheduled to be held on the last Thursday of September, October, January, February and April, unless some flexibility is required to accommodate a speaker. These business meetings begin with a buffet luncheon at noon, with the presentation beginning at 12:30 and concluding by 1:30 p.m. There is also a Spring Reception and Annual Meeting sometime in May, which is designed to be an evening social occasion to which spouses and guests are invited at no charge. A very few minutes are devoted to the Annual Meeting portion of the evening. The date and location of the May meeting will vary depending on the availability of the venue selected. Past Spring Receptions have been held at Whiting Forest in Midland, Bucks Run Golf Club in Mt. Pleasant, Saginaw Valley State University, and Dow Diamond in Midland for a Great Lakes Loons game.
If you would like to join the Council, please click here to find a printable application form that can be filled in and returned to us. Our mailing address is: NMEPC, P.O. Box 2598, Midland, MI 48641-2598. Dues for the 2015-16 program year are $125 and include all lunches and programs.
If you have any questions, please contact us at email@example.com. Thank you.