Welcome to the web site of the Northeastern Michigan Estate Planning Council.
The first meeting of the 2019-20 program year will be held on Thursday, September 26, 2019, at the Great Hall in Midland, MI. The satellite location at Isabella Bank, in Mt. Pleasant, MI is also available. A buffet luncheon will be served at noon. The program will begin at 12:30 and conclude at 1:30 p.m. The speaker is Heidi M.R. Reijm, Ph.D. She is the Policy and Program Fellow for the Hudson-Webber Foundation and the Council of Michigan Foundations. Her topic is "Impact Investing."
Impact investments are made into companies, organizations and funds with the intention to generate social and environmental impact alongside a financial return. The materials and presentation will cover definitions, core characteristics and examples of impact investing. It will also cover how the growing impact investment market provides capital to address the world’s most pressing challenges in sectors such as sustainable agriculture, renewable energy, conservation, microfinance and affordable and accessible basic services, including housing, healthcare and education.
The next meeting is scheduled for Thursday, October 24, 2019, with the same time schedule and locations. Our speaker is Gregory H. Soule, CPA, CISA, CISSP, CFE, and a partner at Andrews Hooper Pavlik, PLC, in Auburn Hills, MI. His presentation will focus on "Cyber Security."
Meetings in 2020 are currently set for January 23, February 27, and April 30. Details on the speakers and their presentations will be provided when they have been scheduled.
The purpose of the Northeastern Michigan Estate Planning Council is:
- To effect and promote the coordination of professional services necessary for proper estate planning.
- To improve the understanding, knowledge and skill of the member professional groups in their efforts on behalf of their clients and in appreciation of each specialized service.
- To raise the standards of cooperation between the professional groups for more effective application and employment of professional services in behalf of public interest.
- To promote and encourage the appropriate use of the professional services available from the different groups comprising the membership of the Council
The Council is currently comprised of about 107 members from five disciplines: CPAs, Attorneys, Financial Service Professionals, Trust Officers and Development Officers of non-profit organizations. Meetings are generally 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 fly in to attend the meeting. The luncheon meetings begin with a lunch buffet 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 email@example.com. Thank you.
Northeastern Michigan Estate Planning Council is affiliated with the National Association of Estate Planners & Councils and joining can fulfill the requirement of belonging to an affiliated local estate planning council to become an Accredited Estate Planner® (AEP®) designee. Please contact the national office at 866-226-2224 to learn more about the Accredited Estate Planner® designation.