H.R. 1 - Budget Bill Act: Impact on Financial Planning for Clients
Date: Wednesday, October 22, 2025
Time: 11:30am - 1:00pm
Location: Traverse City Country Club, 1725 S Union St, Traverse City, MI 49684
Speaker: George F. Bearup, J.D., Greenleaf Trust
JOIN US for a networking, lunch, and our fall program - a presentation from George Bearup, from Greenleaf Trust, on budget bill, H.R. 1 and its impact on financial planning for your clients.
This program is being offered to all attendees at member pricing of for $50.
Speaker Bio
George F. Bearup, J.D., Senior Legal Trust Advisor
George’s primary responsibility is mentoring the client centric team as he shares his experience and expertise in estate, fiduciary, and tax law. He also serves as a resource for clients and their other trusted tax and legal advisors. A graduate of Northwestern University School of Law, George has over 42 years of practical experience as an estate planning attorney.
