Leveraging Wealth Transfer: From Simple to Sublime

Date: Thursday, September 28, 2017
Time: 8:30am - 11:00am
Location: Great Hall, Midland, Michigan -or- Isabella Bank, Mt. Pleasant, Michigan

Joseph V. Falanga, CPA, AEP, TEP, from New York, 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 M.B.A. 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.

A hot breakfast buffet will be served at 8:30 a.m.  The presentation will begin at 9:00 and conclude at 11:00 a.m.

The main meeting will be held at the Great Hall, 5121 Bay City Road, Midland, MI.  The satellite location in Mt. Pleasant has been changed for this meeting to Isaballa Bank Corporate Office,  The Board Room, 140 N. Main, Mt. Pleasant, MI 48858.


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