Southwestern Michigan Estate Planning Council - Quallity Estate Planning

 

 

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Calendar of Meetings for 2008-2009

All meetings will be at the Fireside Inn, just off 94’s Exit 23.

For the Breakfast meetings (7:45-9:00 a.m.), we'll start at 7:45 a.m. with networking and the business portion of our meeting. The program will start at 8:15 a.m. and end by 9:00 a.m. Breakfast will be provided at no charge to members. With the exception of the September Social, nonmembers will be asked to pay $5 to assist us in offsetting costs.

For the Afternoon meetings (3:45-5:00 p.m.), we'll start at 3:45 p.m. with networking and the business portion of our meeting. The program will start at 4:15 p.m. and end by 5 p.m. Appetizers will be provided at no charge to members. Nonmembers will be asked to pay $5 to assist us in offsetting costs.

Please mark your calendars with the following dates. To RSVP to any of these meetings, please email Candy.Keysor-Oudman@chemicalbankmi.com by the Thursday before the Session Date.

 

September 16th

Breakfast Social

Social

Join us for the Year's Kick Off and Bring a Prospective Member or 2 or 3!

 

October 14th

Breakfast

Planned Giving:  Creating a Legacy at Community Foundations via Donor Advised Funds

Nanette Keiser, Ed.D., President

Berrien Community Foundation

 

November 18th

Breakfast

CPAs:  Medicaid Update

Kathy Deridder, Family Independence Manager

Department of Human Services

December

NO Meeting

 

January 13th

Afternoon

CFPsReverse Mortgages

 

February 17th

Afternoon

Insurance: 

 

Local Association of Insurance & Financial Advisors will be invited to join us

 

March 17th

Afternoon

AttorneysLegislative Update

Harold Schuitmaker, Attorney

 

April

NO Meeting

 

May 19th

Breakfast

Trust Officers:  IRA Retirement Trust

Chemical Bank

Watch for updates

We're planning to have an information table at each session. Please bring materials you'd like to share at each via this table.