Welcome to the web site of the Northeastern Michigan Estate Planning Council.
The next meeting is scheduled for Thursday, January 23, 2020, at 12:00 noon. The main meeting is held at the Great Hall Banquet & Convention Center, Valley Plaza, 5121 Bay City Road, Midland, Michigan 48642. A satellite location is available at Isabella Bank, 139 East Broadway, Mt. Pleasant, MI
Our speaker will be Jae W. Oh, MBA, CFP, CLU, ChFC. He is the Managing Principal of GH2 Benefits LLC and the Chairman of Great Humanity Healthcare Foundation, a 501(c)(3) organization that provides financial relief to insured persons saddled with medical debt. He has an MBA in Accounting and Finance from the University of Chicago and a BA in Economics and Political Science from the University of Michigan, Ann Arbor.
His presentation will provide an understanding of original Medicare, including eligibility and enrollment rules, late enrollment penalties, and Parts A, B and D. Medicare Advantage and Medigap will also be described and compared. He states that Medicare is the single most important component to retirement planning in the United States. Though difficult and confusing to many, it is vital for retirees and every person with a senior in his or her life
Mr. Oh is a nationally-recognized Medicare expert, widely quoted in the media on financial, Medicare and healthcare topics. He is the author of Maximize Your Medicare and is a frequent public speaker to large and small groups, including the State Bar of Michigan, colleges, companies, library systems and senior centers.
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 110 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 firstname.lastname@example.org. 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.