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

 

Thursday, October 27, 2022

 

SPEAKER:           MOHAMED ADEL  -  SAGINAW VALLEY STATE UNIVERSITY

TOPIC:                  CRYPTOCURRENCY           

 Mohamed Adel has been a finance professor at Saginaw Valley State University since 2020 and is very knowledgeable on the topic of Cryptocurrency, which he teaches to finance students in his classes.  He will define the terminologies utilized, such as Blockchain, Bitcoin, etc.  The market size of cryptocurrency, including its estimated value, status, future prospects and the financial aspects of cryptocurrency will be discussed, including its estimate value, acquiring it through various investment vehicles, and a warning about the gambling aspects of Bitcoin and Cryptocurrencies

Mr. Adel is currently the Associate Director of the Dow Entrepreneurship Institute at SVSU and an Adjunct Instructor in Finance.  Before joining SVSU, he was an adjunct instruction at Northwood University and Clearly University.  He has over 20 years of experience in finance, investment management and entrepreneurship.  He co-founded three successful companies in FinTech, aviation, and real estate.  Additionally, he managed two funds in the Middle East and North Africa; one was equity-based and the other was fixed-income.

 

Thursday, September 22, 2022

 

SPEAKER:            LAWRENCE SLABOSZ – PRUDENTIAL LIFE DISTRIBUTORS

TOPIC:                WEALTH PRESERVATION AND TRANSFER CONCEPTS

Lawrence Slabosz will address life insurance needs for individuals and groups, defining the difference between individual life insurance and work life insurance.  He will define and explain several areas of life insurance in this purely informative program. Topics to be addressed will include insurance needs analysis; wealth transfer; policy review; and the SECURE Act.  Further, he will discuss the AB trusts of olden days and what can be done today to help with taxes.

Mr. Slabosz is a Regional Sales Vice President with Prudential Life Distributors.  He is highly experienced and knowledgeable at using life insurance through a collaborative and consultative approach to benefit individuals and small business owner clients.  He is frequently requested to speak at training and educational seminars for financial advisors, CFPs, CPAs, attorneys and clients about advance planning strategies.  He has been in the industry since 1988, has a Corporate Finance degree from Wayne State University and has done post graduate work in Finance.

 

MEMBERSHIP

The NMEPC is currently comprised of about 95 members from five disciplines: CPAs, Attorneys, Financial Services Professionals, Trust Officers, and Development Officers of non-profit organizations.  Annual dues are $150, 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.  Annual 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 the expectation that, at or before othat time, the junior member would meet the qualifications for full membership.

 

MEETINGS

The NMEPC meets on the last Thursday of September, October, January, February, April and May.  Meetings are held in person at the Great Hall in Midland and at Isabella Bank in Mt. Pleasant.  Joining by Zoom is an option, except for the annual meeting in May, which is generally held at a different venue.  Lunch is served at 12:00 noon, with the program beginning at 12:30 and concluding 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 coomprising the membership of this Council.     

APPLICATIONS

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: NMEPCP.O. Box 347, Freeland, MI 48623. For an application for a Junior Membership, please click here.

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