All Events

Long Term Care – help ease your clients’ burden

October 24 @ 11:30 am - 1:00 pm

The Secure Act 2.0

June 14 @ 11:30 am - 1:00 pm

SafeSeniors of West Michigan

February 8 @ 11:30 am - 1:00 pm

Michigan Trust and Estate Caselaw Update 2021-2022

October 25, 2022 @ 11:30 am - 1:00 pm

Key Facts About Social Security Income

May 11, 2022 @ 11:30 am - 1:00 pm

Virtual LMEPC Meeting and NAEPC Webinar: “Post-Election Estate Planning” by Jonathan G. Blattmachr

February 17, 2021 @ 11:30 am - 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 - 1:30 pm

The Secure Act: What You and Your Clients Should Know

February 4, 2020 @ 11:30 am - 1:30 pm

Family Business Succession: Top Tips for Advisors

October 23, 2018 @ 11:30 am - 1:30 pm

Funeral Planning Strategies

October 17, 2017 @ 5:00 pm - 6:30 pm

Annual Meeting; Developments in Legislation and Case Law that may Affect your Clients

May 9, 2017 @ 7:30 am - 9:00 pm

The Qualified Dispositions in Trust Act

February 21, 2017 @ 11:30 am - 1:00 pm

Engaging the Next Generation: West Michigan’s Future Leaders

October 19, 2016 @ 11:30 am - 1:00 pm

Annual Meeting; Strategic Planning for Estates Under $5 Million

April 26, 2016 @ 7:30 am - 10:00 pm

Business Valuation Discussion

January 27, 2016 @ 11:30 am - 1:00 pm

Life Circles

October 14, 2015 @ 11:30 am - 1:00 pm

Michigan Trust and Estate Case Law Update

May 6, 2015 @ 11:30 am - 1:00 pm

Tax Cuts and Jobs Act

February 27, 2018 @ 6:30 am - 7:00 am

Drafting and Litigating Pre and Post-Marital Agreements

February 26, 2019 @ 11:30 am - 2:00 pm

Annual Meeting; Key Developments at Heckerling

May 15, 2018 @ 7:30 am - 9:00 am