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DTSTART:20170928T123000Z
DTEND:20170928T150000Z
LOCATION:Great Hall, Midland, Michigan -or- Isabella Bank, Mt. Pleasant, Michigan
UID:1479720170928T123000ZLeveraging Wealth Transfer: From Simple to Sublime
DTSTAMP:20260611T220044Z
DESCRIPTION:\nJoseph V. Falanga, CPA, AEP, TEP, from New York, will give a 2-hour presentation entitled “Leveraging Wealth Transfer: From Simple to Sublime.”  Mr. Falanga is the Managing Director of UHY Advisors NY, Inc.  He holds an M.B.A. from Fordham University and has had over 30 years of experience in serving clients.  The NMEPC will submit this program to the Certified Financial Planner Board of Standards for two hours of continuing education credit.\n \nA hot breakfast buffet will be served at 8:30 a.m.  The presentation will begin at 9:00 and conclude at 11:00 a.m.\n \nThe main meeting will be held at the Great Hall, 5121 Bay City Road, Midland, MI.  The satellite location in Mt. Pleasant has been changed for this meeting to Isaballa Bank Corporate Office,  The Board Room, 140 N. Main, Mt. Pleasant, MI 48858.\n \n \n
SUMMARY:Leveraging Wealth Transfer: From Simple to Sublime - Great Lakes Bay Estate Planning Council 
PRIORITY:3
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