| October 8, 2025 |
Tax Update: Breaking Down "One Big Beautiful Bill Act" (OBBBA)
Griffin H. Bridgers |
| August 20, 2025 |
WMEPC Summer Social 2025
|
| July 16, 2025 |
In-person Webinar: Practical Use of AI in Estate & Financial Planning
Paul Caspersen, CFP®, MS (Financial Planning & Taxation), AEP® (Moderator), Dorna Moini, JD, Imaan Moughal, JD, and Sheryl Rowling, CPA/PFS |
| May 27, 2025 |
Estate Planning Developments with Marty Shenkman
Marty Shenkman |
| April 23, 2025 |
Serving Our Seniors: A Panel Discussion
|
| February 4, 2025 |
WMEPC Winter Social 2025
|
| October 16, 2024 |
Estate Planning for International Families with U.S. Ties: An In-Person Webinar
Ed Vergara, JD, LL.M. (taxation) |
| September 24, 2024 |
Complex Assets, DAFs, and an Historic Transfer of Wealth: An In-person Live Webinar
Ginger Mlakar, JD, CPA, AEP® |
| August 13, 2024 |
WMEPC Summer Social 2024
|
| June 18, 2024 |
What Wealthy Clients & Their Advisors Need to Understand About Life Insurance
Bill Boersma |
| February 27, 2024 |
WMEPC Winter Social 2024
|
| November 29, 2023 |
Webinar: Estate Planning Structures with the IRS in Mind
Alan Gassman |
| September 26, 2023 |
Back to Basics: Core Estate Planning
Katie Szymanski & John Klees |
| July 18, 2023 |
WMEPC Social at Founders Brewing Co.
|
| April 20, 2023 |
Charitable Planning Strategies with Turney Berry
Turney P. Berry |
| March 7, 2023 |
WMEPC Social at Founders Brewing Co.
|
| November 3, 2022 |
Case Law Update from the 2022 Probate & Estate Planning Institute (ICLE)
David L.J.M. Skidmore, Partner, Warner Norcross + Judd |
| October 6, 2022 |
Recent Developments in Estate Planning with Samuel A. Donaldson
Samuel A. Donaldson, JD, LL.M., AEP (Distinguished) |
| June 20, 2022 |
WMEPC Social at Founders Brewing Co.
|
| April 26, 2022 |
Panel on Estate Planning in Today's Environment
|
| November 9, 2021 |
Top 10 Charitable Trends Every Advisor Should Know
Bryan Clontz, PhD, CFP®, CLU®, ChFC®, CAP®, AEP®, RICP®, CBP, ChSNC® |
| September 21, 2021 |
Mark Your Calendar- WMEPC Social Gathering
|
| September 1, 2021 |
Reminder To Sign Up for the Group Webinar: Planning for Business Owners and Trusts in Light of Changing Income Tax Rates
Steven B. Gorin, JD, CPA, CGMA, AEP (Distinguished) |
| October 22, 2020 |
Webinar: Suddenly Single – Women Facing Unexpected Transitions Due to Widowhood or Divorce
Steph Wagner, Director of Women & Wealth, Northern Trust |
| September 29, 2020 |
Webinar: Charitable Trends Every Advisor Should Know in 2020, and Charitable Planning with Non-Cash Assets
Bryan Clontz, Charitable Solutions, LLC |
| July 21, 2020 |
Webinar: Serious Shift – Staging Better Customer Experiences
Dennis Moseley-Williams, Principal, DMW Strategic Consulting |
| May 26, 2020 |
Webinar: Attorney-Client Privilege in a Team Environment
|
| April 28, 2020 |
(CANCELED) Estate Planning for Retirement Benefits after SECURE with Natalie Choate
|
| March 24, 2020 |
Webinar: Charitable Giving and Tax Planning Strategies in the TCJA Era
|
| February 11, 2020 |
Panel Discussion: Long Term Care Planning
|
| December 5, 2019 |
Understanding Social Security
Vonda Vantil, Public Affairs Specialist, Social Security Administration |
| October 3, 2019 |
Estate Planning for Digital Assets
Michael G. Lichterman, Baar & Lichterman, PLLC |
| August 29, 2019 |
Group Webinar: Technology in Your Estate Planning Practice
Martin M. Shenkman CPA, MBA, JD, PFS, AEP® (Distinguished) |
| March 26, 2019 |
Working with Individuals with Diminished Capacity
Steven Starnes, Grand Wealth Management and Lisa Misenhimer, Rethinking Dementia: Accelerating Change |
| January 29, 2019 |
(CANCELED) Estate Planning for Digital Assets
Michael Lichterman, Baar & Lichterman, PLLC |
| November 27, 2018 |
Dementia: Understanding the Person Inside the Disease
Rosemary Apol-Hoezee and Lynn Bolt, Holland Home |
| September 25, 2018 |
Understanding Donor Advised Funds: Perspective from DAF Providers
|
| August 1, 2018 |
Group Webinar: What the Estate Planner Needs to Know about Roth Retirement Plans
Natalie B. Choate, Esq., AEP® (Distinguished) |
| May 15, 2018 |
Group Webinar: The Top 20 Insurance Planning Mistake - How to Avoid or at Least Fix Them
Lawrence Brody, JD, LL.M, AEP |
| April 18, 2018 |
Charitable Planning with Retirement Accounts: Strategies, Traps and Solutions
Professor, Christopher Hoyt |
| March 21, 2018 |
Collaboration and the Great Wealth Transfer
Mike Gregory from Michael Gregory Consulting LLC |
| February 28, 2018 |
Building a Client Generosity Portfolio
Colleen Mitchell, founder of VENTURE3Philanthropy LLC |
| February 14, 2018 |
NAEPC Live Webinar: Non-Tax Developments of Interest to Estate Planners
Jeffrey N. Pennell JD |
| December 6, 2017 |
Annual Holiday TRIVIA Event
|
| November 7, 2017 |
Current Cyber Threats Threatening Businesses
Donald W. Whitt lll |
| October 17, 2017 |
Divorce and Prenuptial Planning
Connie Thacker and Allison Sleight from Thacker Sleight PC |
| May 2, 2017 |
Guest Speaker: Elizabeth Harrell
Elizabeth Harrell |
| February 23, 2017 |
Guest Speaker - Steve Akers
Steve Akers |
| January 23, 2017 |
Guest Speaker - Sam Donaldson
Sam Donaldson |
| November 15, 2016 |
Guest Speaker David Fry, Attorney
David Fry, Attorney |
| April 19, 2016 |
Guest Speaker Chris Simons with Clark Retirement Community
Chris Simons |
| February 11, 2016 |
Guest Speaker Honorable Judge David Murkowski - Kenty County Probate Court
Judge David Murkowski |
| January 21, 2016 |
Social Event for Members
|
| November 10, 2015 |
Guest Speaker Ray Odom with Northern Trust - Chicago
Ray Odom |
| October 12, 2015 |
Jonathan Blattmachr - Planning for Clients Under the $10 Million Net Worth
Jonathan Blattmachr |
| April 29, 2015 |
Roth Immersion Workshop
Natalie Choate |
| March 26, 2015 |
2014 Michigan Judicial Decisions
David Skidmore & Laura Morris |
| January 27, 2015 |
Advanced Care Planning
Caol Robinson with Makine Choices Michigan |
| December 3, 2014 |
Life Insurance Traps for the Unwary
Larry Herman |
| October 30, 2014 |
Speed Networking Event
|
| April 29, 2014 |
Preparing Heirs
Vic Preisser |
| January 29, 2014 |
DOMA Presentation
TBA |
| November 5, 2013 |
Affordable Care Act
Robert Crisan |
| September 24, 2013 |
Why Family Foundations Lose Their Way
Mark Neithercut |
| June 18, 2013 |
Planning for Retirement
Christopher Hoyt |
| May 1, 2013 |
Future of Estate Planning & Elder Law Practice
Douglas Chalgian - Chalgian & Tripp Law Offices, PLLC |
| February 13, 2013 |
2012 T & E Case Law Update
David Skidmore with Warner, Norcross & Judd, LLP |
| December 11, 2012 |
Estate Planning Update
Mandy Chardoul - Plante & Moran Financial Advisors |
| October 11, 2012 |
Case Study in Financial Planning
Gregg Dimkoff, PhD, CFP, CLU |
| May 8, 2012 |
Estate Planning Lesson... Learned from Iconic Women
Michael McCarthy - U.S. Trust |
| March 29, 2012 |
Creative Charitable Planning with Non-Cash Assets: A Case Study Approach
Bryan Clontz, Charitable Solutions, LLC |
| February 22, 2012 |
Insurance Policy Management
Charles Ratner |
| November 3, 2011 |
Trust Decanting In Michigan
James Spica - Dickinson Wright, PLLC |
| October 13, 2011 |
Buy Sell Agreement
Chris Mercer - Mercer Capital |
| September 22, 2011 |
Long Term Care
Greg Farr - Northwestern Mutual |
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