|November 9, 2023||
FEPCMD Annual Dinner Meeting "Best of the Best: The Very Best Tax Planning Ideas in 2023 and 2024: PLUS: IRAs at Death & Beyond including Trusts Presentation Highlights
Robert Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA
|October 26, 2023||
FEPCMD Next Gen Only Happy Hour (Age 40 and Under)
|October 12, 2023||
FEPCMD Breakfast Event - "Women & Wealth Today: What Advisors Need to Know"
Steph Wagner, Northern Trust, Director of Women & Wealth Advisory Practice
|September 20, 2023||
FEPCMD Dinner Event "Retirement and Estate Planning in Challenging Times"
Steve Parrish, JD, RICP, ChFC, CLU, RHU, AEP
|September 13, 2023||FEPCMD Next Gen Survey For Next Gen Members Only|
|August 28, 2023||16th Annual FEPCMD Golf Outing|
|May 9, 2023||FEPCMD Next Gen Topgolf Event - Age 40 & under only|
|April 27, 2023||
FEPCMD Dinner Event: "Navigating the Current Charitable Planning Landscape: Tips for Professional Advisors"
Ginger F. Mlakar, JD, CPA, AEP
|March 2, 2023||
FEPCMD Dinner Event & Optional Detroit Whiskey Factory Tour & Tasting "The Evolving 401(k) Plan Landscape - What Professionals Advising Business Owners Need to Know"
|February 15, 2023||FEPCMD - 2-8-23 event on site payments following the event|
|February 8, 2023||
FEPCMD Breakfast Meeting "Business Succession Planning"
Julius H. Giarmarco, J.D., LL.M.
|November 10, 2022||
Dinner Meeting - Annual Business Meeting & Presentation, "Best Practices For Working With Clients Using Artificial Reproductive Technology"
Natalia Kujan Gentry, Esq.
|October 12, 2022||
FEPCMD Breakfast Event "Life Insurance as an Asset - Maximizing Value for Planning"
Jamie L. Mendelsohn, Executive Vice President
|September 21, 2022||
FEPCMD Dinner Meeting & Presentation, "Planning for the Sandwich Generation and Beyond"
Elizabeth Forspan, Esq.
|May 23, 2022||FEPCMD 5-23-22 - Cocktails & Dinner Only Registration|
|May 23, 2022||FEPCMD 15th Annual Golf Outing|
|April 27, 2022||
FEPCMD Dinner Meeting "Pre and Post Nuptial Agreements: Not just for the Rich and Famous"
Patricia L. Lincoln, Esq.
|March 29, 2022||
FEPCMD Complimentary Webinar "Boilerplate Traps: Helpful Tips For Drafting and Administration of Trusts"
Wnedy Z. Cox, J.D., CTFA
|February 23, 2022||
FEPCMD Complimentary Zoom Webinar "Taxes: What's New in 2022"
Ruth Flynn Raftery, JD, CPA, AEP
|January 27, 2022||
FEPCMD Meeting - This event has been postponed. New webinar information regarding a different tax topic will follow shortly
To Be Determined
|November 10, 2021||
FEPCMD Dinner Event & Annual Meeting "Touching the Third Rail: Diversity, Culture and Ethics in Estate Planning"
Margaret G. Lodise, Stacy E. Singer, Akane R. Suzuki
|October 14, 2021||
FEPCMD Complimentary Webinar "Economic Outlook and Forecast"
Robert A. Dye, Ph.D.
|September 15, 2021||
FEPCMD Complimentary Webinar "Understanding Blockchain and Digital Assets"
|August 10, 2021||
FEPCMD Complimentary Webinar "The Six Ds of Appraisals"
Tim Luke, CAI, BAS, MPPA, ISA-AM
|June 1, 2021||
FEPCMD Complimentary Webinar "What Practitioners Should Be Telling Their Clients Now!"
Martin M. Shenkman, CPA, MBA, PFS, AEP, JD
|May 24, 2021||
FEPCMD Golf Outing
Get Ready To Golf!
|April 28, 2021||
FEPCMD Complimentary Webinar "Thoughtful and Experienced Trustees: Lessons Learned From Guiding Families Through Uncertainty"
Pamela Lucina, Northern Trust
|March 30, 2021||
FEPCMD Complimentary Webinar "Leveraging Tax-Deferred Annuities in Irrevocable Trusts"
Chris Bogren, JD, Jackson National
|December 8, 2020||
FEPCMD Complimentary Webinar "How To Choose A Fiduciary"
Jill L. Miller, JD
|November 18, 2020||
FEPCMD Complimentary Webinar "Now What" How Recent Developments Affect Contemporary Estate Planning"
Samuel A. Donaldson, JD, LLM, AEP
|October 26, 2020||
FEPCMD Complimentary Webinar "Special Needs Planning"
Sara Schimke, JD
|September 15, 2020||
FEPCMD Co-Sponsored Complimentary Webinar - Michigan Auto Insurance No-Fault Reform
Ben Rathbun, CAWC, MBA
|July 29, 2020||
FEPCMD Complimentary Webinar - Considerations in Embarking in In Vitro Fertilization, Surrogacy, Adoption, and Embryo Donation
Natalia K. Gentry, Esq.
|July 1, 2020||
Complimentary On-Demand Webinar (currently available May 18 through July 1)
Jonathan G. Blattmachr, Esq., AEP, Mitchell Gans, JD, Martin M. Shenkman, CPA/PFS, MBA, JD, AEP, and Paul Gentile
|June 29, 2020||
FEPCMD Complimentary Webinar "Use It Or Lose It...Spousal Lifetime Access Trusts"
Brian E. Raftery, Esq.
|May 18, 2020||CANCELLED: FEPCMD Golf Outing|
|May 13, 2020||
FEPCMD Complimentary Webinar - The Current State of Discount Valuations
Aaron Stumpf and Carsten Hoffman - Stout
|May 6, 2020||
CANCELLED: FEPCMD Breakfast Meeting - "Living a Life of Significance"
|April 21, 2020||
CANCELLED:Retirement Planning in the Shadow of the SECURE Act Lunch & Learn Event
Ruth Flynn Raftery, JD, CPA, AEP and Jeffrey R. Hoenle, CFP, CRPC, AEP
|February 11, 2020||
Estate Planning & Trust Management for a Brave New World: It's All in the Family...What's a Family?
R. Hugh Magill
|November 22, 2019||
Special One Time Payment To Be Used by M.I. Only
|November 20, 2019||
FEPCMD Annual Dinner Meeting
Paul S. Viren, CLU, ChFC, AEP
|October 8, 2019||
Lunch and Learn: FBI Shares Current Fraud Scandals
SA John Horwath, FBI Detroit Division, Complex Financial Crimes Program
|September 26, 2019||
Fiduciary Liability - A Few Things to Consider
A. Stephen McDaniel, JD, AEP, EPLS
|July 16, 2019||
FEPCMD Member/Guest Meeting
David Dubensky, CEO, Ford Land
|May 20, 2019||
FEPCMD Charity Golf Outing
Golf Only - no formal presentation
|April 30, 2019||
Lunch and Learn Event: "The IRS Offer In Compromise Program"
Venar Ayar, J.D., LL.M.
|February 12, 2019||
Member Dinner Meeting
Jordon Rosen, CPA, MST, AEP
|November 1, 2018||
Annual Meeting & Retirement Planning Presentation
Tom Hegna, CLU, ChFC, CASL
|October 23, 2018||
Lunch and Learn: Digital Assets & Social Media
Matthew A. Ferrara, JD and Brittany Satterfield
|September 27, 2018||
Estate Planning….Flexibility in ILIT Planning
Brian Raftery, JD, CPA
|July 17, 2018||SOCIAL DINNER CRUISE - SPOUSE/GUEST NIGHT|
|May 21, 2018||
Charity Golf Outing and Member Meeting
Cozy Wittman, College Inside Track
|May 8, 2018||
Lunch and Learn: Economist's Overview
Martin Lavelle, Business Economist - Federal Reserve Bank of Chicago, Detroit Branch
|February 22, 2018||
Lunch & Learn: The New Tax Reform Act - The Basics and Beyond
Gary Schwarcz, JD
|February 13, 2018||
Tax Planning for Trump Reform: Thinking Outside the Box
Douglas J. Van Der Aa, CPA, JD
|November 9, 2017||
FEPCMD ANNUAL MEETING/PRESENTATION: Due Diligence in the Selecting and Understanding of Life Insurance Policies
Michael W. Halloran, CFP, AEP, ChFC, CLU
|October 26, 2017||CO-SPONSORED LUNCH & LEARN EVENT|
|September 19, 2017||
FEPCMD & PLANNED GIVING ROUNDTABLE OF SE MICHIGAN CO-SPONSORED MEMBER MEETING
Brian K. Haynes, JD
|July 19, 2017||FEPCMD SPOUSE/GUEST DINNER CRUISE|
|May 22, 2017||
CHARITY GOLF OUTING & MEMBER MEETING
Mary F. Radford, JD
|May 9, 2017||Co-Sponsored Lunch & Learn Event|
|February 7, 2017||
FEPCMD MEMBER MEETING
John J. Scroggin, J.D., LL.M., AEP
|November 1, 2016||
CE Afternoon - “Triangulation: Integrating Life Insurance into the Estate and Investment Plans
Thomas J. Pauloski, JD
|October 25, 2016||
Co-Sponsored Lunch & Learn /
Multi-Disciplinary Panel Of Speakers
|September 27, 2016||
FEPCMD Spouse/Guest Night - “What Do These 3 Questions Have to Do with Retirement Planning?” / Who will change my light bulbs? ● How will I get an ice cream cone? ● Who will I have lunch with?
John Diehl, CFP, CLU, ChFC
|May 16, 2016||
10th Annual Charity Golf Outing and Member Meeting - “Cybersecurity -- Current Landscape and Actions You Can Take
|April 25, 2016||
Top Ten Tips From Elder Law Attorneys
Sara Rubino and Sara Schimke
|February 2, 2016||
Investing In Bonds In A Low Rate Environment
|January 11, 2016||
Special Needs Planning Tools
Attorney Sara A. Schimke
|November 10, 2015||
FEPCMD CE Afternoon & Annual Meeting
Samuel A. Donaldson, JD
|September 9, 2015||
FEPCMD "Spouse's Night" co-sponsored with PGRSM
Matthew P. Cullen
|May 18, 2015||
9th Annual Charity Golf/Tennis Outing & Member Meeeting
|April 30, 2015||
A Working Lunch on Entering the Real Estate Rental Market
Panel - CPA, Attorney, Insurance & Financial Planner
|February 10, 2015||
PUTTING IT ALL TOGETHER (Some of the Best Planning Strategies We See in the New Frontier That Reduce Both Income Taxes and Estate Taxes)
S. Stacy Eastland, JD
|November 18, 2014||
FEPCMD CE Afternoon and Annual Meeting
Natalie Choate, JD
|September 23, 2014||
"What's New at the DIA"
Graham W. J. Beal, Director Detroit Institute of Arts
|June 5, 2014||Planned Giving Roundtable of SE Michigan|
|May 19, 2014||
FEPCMD Charity Golf and Tennis Outing and Membership Meeting
Thomas F. Kendziorski
|February 11, 2014||
FEPCMD Membership Meeting
Todd Tigges, CPA
|November 12, 2013||
FEPCMD Membership Meeting
John Augustine, Fifth Third Chief Market Strategist
|September 10, 2013||
FEPCMD & Planned Giving Round Table of Southeast Michigan Membership Meeting
Linda A. Wasserman, JD
|May 20, 2013||7th Annual Charity Golf Outing|
|May 20, 2013||
Common Mistakes in Estate Planning for Pet Owners
Robert E. Kass, JD
|February 5, 2013||
FEPCMD Spouse's Night
Alison Gass, Curator of Contemporary Art. Broad Art Museum
|November 29, 2012||
Membership Dinner Meeting
R. Hugh Magill, Executive Vice President and Chief Fiduciary Officer
|September 18, 2012||
CE Afternoon Program / Evening Dinner Meeting
Anita M. Sarafa & David A. Diamond
|May 21, 2012||
6th Annual Charity Golf Outing / Membership Meeting
|February 7, 2012||
Paula Marks Bolton
|November 1, 2011||
Afternoon CE and Evening Annual Meeting
Michael W Halloran, CLU, ChFC, CFP, AEP, LUTCF, RHU, REBC
|September 27, 2011||
Economic Outlook: Final Flight For
David L. Littmann
|May 23, 2011||
5th Annual Charity Golf Outing and Membership Meeting
Karen Sarmir, LLMSW
|February 8, 2011||
Elaine Banks Stainton, Doyle New York, Executive Director of Paintings and Drawings
|November 9, 2010||
Membership Meeting Co Sponsored with Planned Giving Round Table of SE Michigan
|September 28, 2010||
Michigan Trust Code: Six Month Perspective
Robert P. Tiplady II, JD
|May 24, 2010||
Charity Golf Outing/Meeting
Allan D. Gilmour
|February 23, 2010||
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