Past Events

October 3, 2024 Corporate Transparency Act
Peter Veldekamp
May 7, 2024 Maximizing Social Security Benefits
John David Harris, Nationwide Retirement Institute
January 31, 2024 Winter Social
September 21, 2023 IRA planning and Inherited IRAs
Sara Nicholson, Warner Norcross & Judd
May 3, 2023 Estate Planning for the Small Business Owner
Beth L. O’Laughlin, Warner Norcross + Judd
January 26, 2023 Winter Social
September 22, 2021 Estate Planning for Digital Assets
Michael G. Lichterman
September 22, 2021 Annual Membership Meeting
September 24, 2020 POSTPONED - IRA Planning Knowing the Rules of SECURE Act
Leon LaBrecque
January 23, 2020 Winter Social
September 24, 2019 Happy Hour Presentation with Steve Starnes
Steve Starnes with local perspective from The Area Agency on Aging of Northwest Michigan
May 2, 2019 Lunch and Learn with Leon LaBrecque, Pitfalls of IRA Planning
Leon LaBrecque
February 20, 2018 Maneuvering Through Legislative Issues That Impact Estate Planning - What’s Hot and What’s Not.
Nathan Piwowarski
November 30, 2017 Succession Planning Beyond the Numbers
Heidi Bolger, CPA/ABV, CM&AA, CGMA & ​Mary L. Van Skiver, CPA, MBA, PHR, CEPA
September 18, 2017 International Estate Planning 101
Raj A. Malviya
September 6, 2017 Board Meeting
May 22, 2017 Michigan’s New Asset Protection Trust Statute
Robert P. Tiplady
April 5, 2017 Membership Meeting
Tim Clulo
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