Past Events

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
Adam Moseley
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
Nick Goetze
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
Dan Alpert
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
Lynn Henning
February 7, 2012 Spouse's Night
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 SPOUSES' NIGHT
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
Stacy Eastland
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 Spouse's Night
Larry Shade
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