WELCOME TO THE WEBSITE FOR THE NORTHEASTERN MICHIGAN ESTATE PLANNING COUNCIL.       

 

Thursday, January 27, 2022

12:00 - 1:30 p.m.


The speaker for the January 27, 2022, meeting is KIT MAC NEE, CFP, CRPC, CSPG, AEP.  She will address the topic of "BEHAVIORAL FINANCE: Which Is It? Rational & Efficient or Irrational and Inefficient?"  Kit is a Financial Advisor with Morgan Stanley in Pasadena, California.  Prior to that, she spent nine years with Merrill Lynch Wealth Management.  Her goal is to develop dependable relationships with her clients and to provide them with accurate information. Beyond managing money, she counsels her clients to condition their financial life for strength, health and endurance.  Kit is a graduate of the University of Minnesota, Carlson School of Management, earned the Certified Specialist in Pllanned giving from California State University Long Beach, American Institute of Philanthropy, and is a Certified Financial Planner and Accredited Estate Planner.  She loves to travel.  Her hometown is Detroit, and she still has family members in the area.  Her three grown children live in different parts of the United States.

 

MEMBERSHIP

The NMEPC is currently comprised of about 100 members from five disciiplines:  CPAs, Attorneys, Financial Services Professionals, Trust Officer, and Development Officers of non-profit organizations.  Annual dues are $125, which includes the program materials and a buffet luncheon. 

A junior membership has been established for those who do not qualify for full membership but are studying for or working toward a designation, certification or qualification in one of the five disciplines.  Annaual dues are $75. A junior member must be employed by and/or actively involved in one of those fields in the State of Michigan.  A junior membership may be renewed for a maximum of three years, with that expectation that, at or before that time, the junior member would meet the qualifications for full membership. 

MEETINGS

 

The next meeting of the NMEPC is scheduled for Thursday, January 27, 2002, at 12:00 p.m.  A buffet lunch will be served at noon.  The program will begin at 12:30 and conclude at 1:30 p.m.

The NMEPC generally meets on the last Thursday of September, October, January, February, April, and May. Meetings are conducted in-person at the Great Hall at Valley Plaza in Midland and at our satellite location at Isabella Bank in Mt. Pleasant.  Except for the annual meeting in May, the option to join by Zoom is also available for those who cannot attend in person. Meetings include a buffet lunch served at noon.  The guest speaker will begin the program portion of the meeting at 12:30 and conclude at 1:30 p.m.

 

OUR PURPOSE

  • To effect and promote the coordination of professional services necessary for proper estate planning including charitable giving.
  • 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 this Council.
  •  

APPLICATION FORMS

 

If you would like to join the Council, please click here for an application form or contact us at admin@nmepc.org. Our mailing address is: NMEPC, P.O. Box 2598, Midland, MI 48641-2598.  Dues for the entire program year are $125.  Applications submitted during the year will have prorated dues depending upon the date received.  For an application for a Junior Membership, please click here.

 

QUESTIONS

If you have any questions, please contact us at admin@nmepc.org.  Thank you.<