Past Events

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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