Welcome to the web site of the Northeastern Michigan Estate Planning Council.
The next meeting of the NMEPC will be held on Thursday, April 25, 2019. The speaker will be Kit Mac Nee, CFP, CRPC, a Financial Advisor with Morgan Stanley in Pasadena, California. Her program is entitled, "Understanding Social Security" The presentation will provide, in addition to an overview of Social Security, information regarding when to begin receiving benefits, benefits beyond retirement, and planning a retirement strategy, including opportunities to maximize benefits. She will review the other benefits of Social Security and special circumstances that may impact them, including Windfall Eliminations and same-sex marriages. She will also discuss the future of Social Security.
The meeting will be held at the Great Hall in Midland, with the satellite location at Isabella Bank in Mt. Pleasant also available. A luncheon buffet will be served at noon, with the program beginning at 12:30 and concluding at 1:30 p.m.
The annual meeting will be held on Thursday, May 23, 2019, at Gratzi Restaurant in downtown Midland. The speakers will be Kathy Snyder and Peggy Sczepanski, who will speak on the topic of "Building a Postive Workplace." This will be a more casual, end-of-the-year meeting that will include a tasty lunch, an opportunity to network with other members, and a less formal program topic that is relevant for all.
The Council is currently comprised of about 107 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, April and May, unless some flexibility is required to accommodate a speaker who must travel to attend the meeting. These 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 2019-20 program year will be $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 firstname.lastname@example.org. Thank you.