Great Lakes Bay Estate Planning Council 

(formerly Northeastern Michigan Estate Planning Council)

 

Thursday, February 22, 2024

ECONOMIC EXPECTATIONS FOR 2024

OLU OMODUNGI, Ph.D., Chief Economist and Senior Vice President, Huntington Private Bank

 

Our speaker for the February 22, 2024, meeting is Dr. Olu Omodungi.  He is the Chief Economist and a Senior Vice President of Huntington Private Bank.  He indicates that the U.S. economy defied expectations in 2023 despite the Federal Reserve's aggressive hiking cycle.  He will address the major economic themes of 2023 and explain why the Federal Reserve had success with moderating inflation last year.  Further, he will explain why policymakers are currently patient about cutting interest rates.  He will also share Huntington Private Bank's economic expectations for 2024.

 

Thursday, April 25, 2024

FAMILY DYNAMICS & INTERGENERATIONAL CONFLICT:  PRESERVING FAMILY WEALTH AND HARMONY

SUSAN ROUNDS, JD, CPA, LLM, TEP, AEP:  Director and Head of U.S. Wealth Planning for Deutsche Bank Wealth Management - Americas

 

The speaker for our April 25, 2024, meeting is Susan Rounds.  She is the Director and Head of U.S. Wealth Planning for Deutsche Bank Wealth Management - Americas.  Further details regarding her program will be provided in a Meeting Notice that will be emailed to the membership in late March/early April.  

 

MEMBERSHIP

The GLBEPC is currently comprised of about 105 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 five years, with the expectation that, at or before othat time, the junior member would meet the qualifications for full membership.

MEETINGS

The Great Lakes Bay Estate Planning Council (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 Microsoft Teams is an option, except for the annual meeting in May.  The annual meeting is generally held at a different venue and is a more social and light-hearted event designed to bring members who do not see each other often during the year together in one place.  The programs begin at noon with a lunch buffet.  The presentation begins at 12:30 and concludes at 1:30 p.m.

 

OUR PURPOSE

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.     

APPLICATIONS

If you would like to join the Council, please click here for an application form or contact us at admin@glbepc.org.  Our mailing address is: GLBEPCP.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 admin@glbepc.org.