Welcome to the web site of the Northeastern Michigan Estate Planning Council.
The next meeting has been scheduled for 8:30 a.m. on Thursday, September 28, 2017 at the Great Hall in Midland. A satellite location is also available at the Isabella Bank Corporate Office, The Board Room, 401 N. Main St., Mt. Pleasant, MI. To accommodate the speaker, this meeting is a departure from the usual luncheon format. A hot breakfast buffet will be served at 8:30 a.m., with the presentation set to begin at 9:00 and conclude at 11:00 a.m. The speaker will be Joseph V. Falanga, CPA, AEP, TEP, from New York, who will give a 2-hour presentation entitled "Leveraging Wealth Transfer: From Simple to Sublime." Mr. Falanga is the Managing Director of UHY Advisors NY, Inc, He holds an MBA from Fordham University and has had over 30 years of experience in serving clients. The NMEPC will submit this program to the Certified Financial Planner Board of Standards for two hours of continuing education credit.
The next meeting is scheduled for October 12, 2017, at the Great Hall in Midland, with the usual satellite location at Isabella Bank, 139 E. Broadway, Mt. Pleasant, MI. This is also a departure from the normal schedule of meetings in order to accommodate the speaker. The speaker will be from Northwestern Mutual and will discuss Business Succession Planning.
Another 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." He 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 128 members from five disciplines: CPAs, attorneys, financial service professionals, trust officers and development officers. Meetings are held on the last Thursday of September, October, January, February and April, as well as a Spring Reception and Annual Meeting in May. The general 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.
If you have any questions, please contact us at email@example.com. Thank you.