Past Events

May 19, 2020 CPA Session
TBD
April 21, 2020 Trust Officers Session
TBD
February 18, 2020 Cybersecurity - What You Need to Know & How to Protect Yourself in the Digital Age (CFP Session)
Fred Bellio
December 5, 2019 Bar After Hours - Holiday Edition (with BC Bar Assn)
November 19, 2019 Beneficiary Deemed Owner Trust (Planned Giving)
Marv Hills, CPA
October 24, 2019 Collaborating for Retirement Income Planning (Investments/Insurance)
Richard Herald, CFP
September 17, 2019 Probate Update (Attorneys)
Judge Mayfield
May 28, 2019 West Michigan Guardianship (CFP Session)
Christy Payne - Supervisor of West Michigan Guardianship
April 30, 2019 MI & FL Estate Planning (Attorney Session)
Teresa Rajala - Miller Johnson
February 26, 2019 Long Term Care Planning (Insurance/Investment Professionals Session)
Kellie Szabo, CLTC
January 29, 2019 Trust Administration Pitfalls of the Unwary (Trust Officer Session)
Chuck Simpson
November 27, 2018 Tax Reform Update (CPA Session)
Kristi Wall & Long Pham, CPAs, Plante Moran
October 31, 2018 Donor Advised Funds and IRA Charitable Rollovers (Planned Giving)
Lisa Cripps-Downey, President of Berrien Community Foundation
May 23, 2018 Impact of Tax Reform Act on Charitable Giving (Planned Giving Session)
Panel - Tim Passaro, Lisa Cripps-Downey, Brandi Smith-Gordon
April 25, 2018 Cash Balance Plans: Best of Both Worlds (Trust Officers Session)
Bryce Hemker, Owner of Midwest Pension Actuaries, Inc.
February 28, 2018 Long Term Care Landscape - CFP Session
Andy McGrath, CLTC - Pacific Life
November 29, 2017 Tax Reform Update (CPA Session)
Kristi Wall & Long Pham - Plante Moran
October 25, 2017 Area Agency on Aging - Insurance/Investment Professional Session
Tara Gillette - Marketing/Communications Specialist
September 27, 2017 Achieving a Better Life Experience (ABLE) Act (Attorney Session)
May 17, 2017 Donating Non-Liquid Assets (Planned Giving Session)
Tim Passaro
April 19, 2017 Social Gathering
February 22, 2017 Agriculture & Land Market Outlook - Back to Basics (Trust Officers Session)
Steve Herr & Bruce Ahrens - Farmers National Company
January 19, 2017 Life Insurance & Annuity Investments in Estate Planning (Investment/Insurance Professionals Session)
Bill Mashke - Thrivent Financial
November 16, 2016 Estate & Tax Update (CPA Session)
Ken Keber, CPA
October 19, 2016 Benefits & Challenges of Asset Consolidation (CFP Session)
Jaakko Kasko & Mike Damschroder
September 28, 2016 Estate & Succession Planning for Farmers (Attorney Session)
Bob Borsos - Kreis, Enderle, Hudgins & Borsos
May 17, 2016 Approaches to Charitable Planned Giving
Panel of speakers
April 19, 2016 A Retired Probate Judge's Observations - Best Laid Plans Gone Astray (aka Asset Utilization/Coordination in Retirement and Estate Planning) - CFPs
Thomas E. Nelson, Retired Probate Judge
February 16, 2016 Market Volatility, Economy and Effects of Presidental Election (Trust Officers)
Paul Gifford, 1st Source Bank
January 19, 2016 Transition Planning for Business Owners (Investment Professionals)
John Sweeney - Managing Director, Hilliard Lyons
November 17, 2015 Pre-and Post-Mortem tax planning (CPA session)
Brian Whitlock, CPA, JD, LLM
October 20, 2015 Real Property in Estate Planning (Attorney Session)
Michael Holmes
September 23, 2015 Social Kick-Off joint meeting w/ Berrien County Bar Association
May 12, 2015 Hanson Hospice Center (Planned Giving Session)
David Burghart, Aaron Bradford & Melinda Graham
April 21, 2015 IRA Changes & Retirement Trust Options (Trust Officers Session)
R. Paul Larsen, J.D.
February 17, 2015 Dementia Seminar (Attorneys Session)
Jamie Wilson, Dementia Services Group
January 20, 2015 Preparing Parents/Heirs for Challenges of Inheriting Wealth (CFP Session)
Panel - moderated by Duane Janka
November 18, 2014 Tax Issues related to the Affordable Care Act (CPA Session)
David Horvath, CPA
October 21, 2014 Social Security (Insurance Session)
Amber Westbrook, Social Security Administration
September 23, 2014 Social Kick-off Meeting
May 6, 2014 Overview of PACE (Planned Giving session)
March 18, 2014 Getting Back to Basics - Trust Officers
Hon. Thomas E. Nelson - Chief Judge
February 18, 2014 Dementia Seminar (Attorneys session)
Jamie Wilson - Dementia Services Group
January 21, 2014 Getting Back to Basics - CFPs
Panel
December 10, 2013 Affordable Care Act (CPAs session)
Brett Williams - MI Consumers for Healthcare
December 4, 2013 After Hours with Berrien County Bar Association/SWMEPC
November 13, 2013 SWMEPC Hospice Center Tour
October 22, 2013 Getting Back to Basics - Insurance/Investment Professionals
Panel Discussion
September 24, 2013 Social Kick-off Meeting
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