WELCOME TO THE WEBSITE FOR THE GREAT LAKES BAY ESTATE PLANNING COUNCIL
(FORMERLY NORTHEASTERN MICHIGAN ESTATE PLANNING COUNCIL).
Thursday, September 28, 2023
The speakers scheduled for the September 28, 2023, Meeting are Keith D. Harder, CFP® and Travis C. Bigler, CPA, MST, of Rehmann Financial who will present a program entitled "Tax Update," with a focus on estate planning. Information regarding the background of the two speakers and details of their presentation may be found in the Meeting Notice by clicking here.
MEETING SCHEDULE FOR 2023-24
September 28, 2023
October 26, 2023
January 25, 2024
February 22, 2024
April 25, 2025
Annual Meeting - May ____, 2024 (To Be Determined)
Thursday, May 25, 2023
ANNUAL MEETING AND LUNCHEON
The Annual Meeting and Luncheon was held on Thursday, May 25, 2023, at the H Hotel in downtown Midland, Michigan. A brief business meeting included presentation of the proposed new members of the Board of Directors, the final Treasurer's Report for the 2022-23 program year, and the announcement of the slate of officers for the coming year. Outgoing President, Angela Lund, was thanked and recognized for her years of service to the Council. A gift to the charity of her choice was made in her name. In lieu of a formal program, local comedian, Melissa Hager, entertained the members.
Thursday, April 27 2023
Our speaker for the April 27, 2023, meeting was Brittany Kienker, Ph.D., owner of Kienker Consulting LLC, and the Knowledge Insights Expert in Residence at the Countil of Michigan Foundations. She program was titled, "Options for Financial Giving: Exploring Philanthropic Vehicles for Families and Individuals." She spoke on the three core vehicles that individuals and families might consider in making financial contributions to further their philanthropic goals: direct contributions, donor advised funds (DAFs) and starting a private foundation. She shared the link to resources that the Council of Michigan Foundations provides which desribe in detail those charitable giving concepts.
The GLBEPC is currently comprised of about 104 members from five disciplines: CPAs, Attorneys, Financial Services Professionals, Trust Officers, and Development Officers of non-profit organizations. Annual dues are $150, which includes the program materials and a buffet luncheon.
A junior membership has been established for those who do not qualify for full membership but are studying for or working toward a designation, certification or qualification in one of the five disciplines. Annual dues are $75. A junior member must be employed by and/or actively involved in one of those fields in the State of Michigan. A junior membership may be renewed for a maximum of three years, with the expectation that, at or before othat time, the junior member would meet the qualifications for full membership.
The GLBEPC meets on the last Thursday of September, October, January, February, April and May. Meetings are held in person at the Great Hall in Midland and at Isabella Bank in Mt. Pleasant. Joining by Zoom is an option, except for the annual meeting in May, which is generally held at a different venue. Lunch is served at 12:00 noon, with the program beginning at 12:30 and concluding at 1:30 p.m.
♦ To effect and promote the coordination of professional services necessary for proper estate planning including charitable giving.
♦ To improve the understanding, knowledge and skill of the member professional groups in their efforts on behalf of their clients and in appreciation of each specialized service.
♦ To raise the standards of cooperation between the professional groups for more effective application and employment of professional services in behalf of public interest.
♦ To promote and encourage the appropriate use of the professional services available from the different groups coomprising the membership of this Council.
If you would like to join the Council, please click here for an application form or contact us at firstname.lastname@example.org. Our mailing address is: GLBEPC, P.O. Box 347, Freeland, MI 48623. For an application for a Junior Membership, please click here.
If you have any questions, please contact us at email@example.com.