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2020-07-29T19:21:39-04:00
All Events
Long Term Care – help ease your clients’ burden
October 24 @ 11:30 am
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1:00 pm
The Secure Act 2.0
June 14 @ 11:30 am
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1:00 pm
SafeSeniors of West Michigan
February 8 @ 11:30 am
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1:00 pm
Michigan Trust and Estate Caselaw Update 2021-2022
October 25, 2022 @ 11:30 am
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1:00 pm
Key Facts About Social Security Income
May 11, 2022 @ 11:30 am
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1:00 pm
Virtual LMEPC Meeting and NAEPC Webinar: “Post-Election Estate Planning” by Jonathan G. Blattmachr
February 17, 2021 @ 11:30 am
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2:30 pm
Virtual LMEPC Meeting and NAEPC Webinar: Well-Being Trusts — the Future of Imbuing Trusts with Positivity, Meaning and Purpose
May 20, 2021 @ 12:00 pm
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1:30 pm
The Secure Act: What You and Your Clients Should Know
February 4, 2020 @ 11:30 am
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1:30 pm
Family Business Succession: Top Tips for Advisors
October 23, 2018 @ 11:30 am
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1:30 pm
Funeral Planning Strategies
October 17, 2017 @ 5:00 pm
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6:30 pm
Annual Meeting; Developments in Legislation and Case Law that may Affect your Clients
May 9, 2017 @ 7:30 am
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9:00 pm
The Qualified Dispositions in Trust Act
February 21, 2017 @ 11:30 am
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1:00 pm
Engaging the Next Generation: West Michigan’s Future Leaders
October 19, 2016 @ 11:30 am
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1:00 pm
Annual Meeting; Strategic Planning for Estates Under $5 Million
April 26, 2016 @ 7:30 am
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10:00 pm
Business Valuation Discussion
January 27, 2016 @ 11:30 am
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1:00 pm
Life Circles
October 14, 2015 @ 11:30 am
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1:00 pm
Michigan Trust and Estate Case Law Update
May 6, 2015 @ 11:30 am
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1:00 pm
Tax Cuts and Jobs Act
February 27, 2018 @ 6:30 am
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7:00 am
Drafting and Litigating Pre and Post-Marital Agreements
February 26, 2019 @ 11:30 am
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2:00 pm
Annual Meeting; Key Developments at Heckerling
May 15, 2018 @ 7:30 am
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9:00 am