Past Events

September 26, 2019 Board of Directors Meeting
September 26, 2019 Impact Investing
Heidi M.R. Reijm, Ph.D, Policy & Program Fellow, Hudson-Webber Foundation, Council of Michigan Foundations
August 15, 2019 Board of Directors Meeting
May 23, 2019 Building a Positive Workplace (Annual Meeting)
Kathy Snyder, Peggy Sczepanski
April 25, 2019 Understanding Social Security
Kit Mac Nee, CFP, CRPC, Financial Advisor, Morgan Stanley
April 25, 2019 Board of Directors Meeting
February 28, 2019 Board Meeting
February 28, 2019 Acting As a Trustee: Boone or Burden?
Joseph P. Buttiglieri, Attorney, Kemp Klein Law Firm, Troy, MI
February 28, 2019 Board Meeting
January 24, 2019 Board of Directors meeting
January 24, 2019 Financial Exploitation of Vulnerable Adults
J. Dee Brooks, Midland Co. Prosecutor; Charles Schwedler, Executive Director, Midland Senior Services; Paul McDonald, Community Relations Officer for the Midland Police Dept.
October 25, 2018 UPDATE AND COMMENTS CONCERNING INCOME TAX REFORM
James Gerding, CPA, CGMA; Jeffrey Hert, CPA; and/or Andrew Mehl, CPA, CGMA, Rehmann
September 27, 2018 Successful Family Wealth Transfer Without Doing Harm
GREGORY SCHUPRA,
September 27, 2018 Board of Directors Meeting
August 23, 2018 Board of Directors Meeting
None
May 22, 2018 Spring Reception and Annual Meeting
No planned program
April 26, 2018 Board Meeting
April 26, 2018 How to Better Communicate With Your Clients and Colleagues
Leanne VanBeek, Left Lane Consulting, LLC
February 22, 2018 Board Meeting
February 22, 2018 Advance Care Planning in the Real World
ASHLEY HUNT, Advance Care Specialist for MidMichigan Health, and DR. SEAN KESTERSON, Senior Medical Director for MidMichigan Health
January 25, 2018 Board of Directors Meeting
January 25, 2018 Best Practices for Retirement Income Planning
Wade D. Pfau, Ph.D., CFA, The American College
October 12, 2017 Skinning the Cat: The Many Options for Arranging Life Insurance Policy Ownership in a Cross Purchase
Daniel R. Finn, JD, CLU
October 12, 2017 Board of Directors Meeting
September 28, 2017 Board Meeting
September 28, 2017 Leveraging Wealth Transfer: From Simple to Sublime
JOSEPH V. FALANGA, CPA, AEP, TEP
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