Welcome to the web site of the Northeastern Michigan Estate Planning Council.
The next meeting of the NMEPC will be held on Thursday, September 27, 2018, on the campus of NORTHWOOD UNIVERSITY, Midland, Michigan, in the McNAIR CENTER, which is located in the Robert W. Plaster Free Enterprise Center on Naegele Drive. A satellite location is also available at Isabella Bank, 139 East Broadway, Mt. Pleasant, Michigan. A buffet luncheon will be served at 12:00 noon. The program will begin at 12:30 and conclude at 1:30 p.m. The speaker is Gregory Schupra of Significance, LLC. His program is entitled "Successful Transfer of Family Wealth Without Doing Harm."
The October 25, 2018, program will feature James Gerding, CPA, from The Rehmann Group. He is the Principal in charge of the Tax Department in the Saginaw office and serves on Rehmann’s Tax Executive Committee. He will provide an update on the new tax laws. His specific topic areas will be announced at a later date. The October 25 meeting will be held at the Great Hall in Midland, with the satellite location available at Isabella Bank in Mt. Pleasant.
The date, time and location of the Spring Reception and Annual Meeting has yet to be determined and will depend upon 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, Dow Diamond in Midland for a Great Lakes Loons game, and at the Midland Center for the Arts. It is generally held in mid-May and is a casual, social event with no planned program. Spouses and guests may be invited at no additional charge. The goal of the event is to mingle with colleagues and guests in a social setting. A very few minutes are devoted to the Annual Meeting portion of the evening.
The Council is currently comprised of about 120 members from five disciplines: CPAs, attorneys, financial service professionals (including CLUs, Ch.F.C.s, CFPs, and LUTCF members of at least 10 years), 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.
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. A first-time guest may attend a meeting at no charge to learn more about the Council.
If you have any questions, please contact us at email@example.com. Thank you.