Past Events

October 23, 2025 Board of Directors Meeting
October 23, 2025 ESTATE PLANNING AS IT INTERSECTS WITH PROBATE COURT
A. Michelle Lane, JD, Chalgian & Tripp Law Offices, East Lansing, MI
September 25, 2025 Board of Directors Meeting
September 25, 2025 PUT THE SUCCESS IN BUSINESS SUCCESSION PLANNING
Katherine M. Sheehan, JD, AEP, ATFA, Wealth Strategist, Managine Director, Crestwood Advisors, LLC, Boston
May 22, 2025 Board of Directors Meeting
May 22, 2025 CHANGE IS GONNA COME - 2025 MACRO & POLITICAL OUTLOOK
Steven Chiavarone, CFA, Head of Multi-Asset Group, Senior Portfolio Manager & Equity Strategist, & Senior Vice President
April 24, 2025 Professionals from across the Great Lakes Bay Region - PRACTICALLY SPEAKING, HOW GIFTS & BEQUESTS REALLY WORK
Great Lakes Bay Region Professionals
April 24, 2025 Board Meeting
February 27, 2025 Controversial Issues in Elder Law
Rosemary Howley Buhl, JD
February 27, 2025 Board Meeting
January 23, 2025 Board Meeting
January 23, 2025 Artificial Intelligence: Practical Applications for Professional Advisors
Geoff Moore, Chief Information Officer, Valmark Financial Group
October 24, 2024 Board Meeting
October 24, 2024 How to Handle Uncomfortable Situations Effectively
Michael Gregory, ASA, CVA, MBA, Michael Gregory Consulting LLC
May 30, 2024 Annual Meeting - H Hotel, Downtown Midland
Entertainer - John Russell, Comedy Magician
April 25, 2024 Board of Directors Meeting
April 25, 2024 Family Dynamics & Intergenerational Conflict: Preserving Family Wealth and Harmony
Susan P. Rounds, JD, CPA, LLM, TEP, AEP (Distinguished)
February 22, 2024 Board of Directors Meeting
February 22, 2024 Economic Expectations for 2024
Olu Omodunbi, PhD
January 25, 2024 Board of Directors meeting
January 25, 2024 Practical Aspects of Late-In-Life Marriages and Divorces
Laura E. Morris, JD
October 26, 2023 Board Meeting
October 26, 2023 Special Needs Trusts
Michelle Mease, Trust Manager, Isabella Bank
September 28, 2023 Board of Directors Meeting
September 28, 2023 Tax Update
Keith D. Harder, CFP, and Travis Bigler, CPA, MST, Rehmann Financial
February 23, 2023 Board Meeting
February 23, 2023 How to Avoid and What to Do if Audited by the IRS
Michael Gregory ASA, CVA
January 26, 2023 Board Meeting
January 26, 2023 Preventing Financial Exploitation of Vulnerable Adults
CHARLIE SCHWEDLER, Executive Director, Midland County Senior Services; CHRYSA MILHOLLAND, Attorney, Weiler Law Group PLC; MICHAEL YELSIK, Assistant Prosecuting Attorney, Midland County; JILL SCHMIDT, Adult Protective Services; BRENNON WARREN, Community Relations Officer, Midland City Police
October 27, 2022 Board Meeting
October 27, 2022 Cryptocurrency
Mohamed Adel, Saginaw Valley State University
September 22, 2022 Board Meeting
September 22, 2022 Wealth Preservation and Transfer Concepts
Lawrence Slabosz, Regional Sales Vice President, Prudential Life Distributors
May 19, 2022 ANNUAL MEETING & SPRING RECEPTION
Social evening for members and guests
April 28, 2022 Board of Directors Meeting
April 28, 2022 ELDER LAW 101
Attorneys Chelsea Brown, Mark Pasquali, and Joseph D. Weiler, Jr.
February 24, 2022 Board of Directors Meeting
February 24, 2022 Business Valuation for Succession Planning
John Haag, Sr.,Yeo and Yeo CPAs & Business Consultants
January 27, 2022 Board Meeting
January 27, 2022 BEHAVIORAL FINANCE: Which Is It? Rational & Efficient or Irrational and Inefficient?
KIT MAC NEE, CFP, CRPC, AEP
October 28, 2021 Board of Directors Meeting
October 28, 2021 Great Lakes Bay Regional Philanthropy Panel Discussion
Philanthropic Leaders from across Our Region
September 23, 2021 Board of Directors Meeting
September 23, 2021 Taxes, Charitable Giving and The New Normal
David Bennett, President of Community Foundation Research and Training Institute
August 18, 2021 Board of Directors - Annual Planning Meeting
May 27, 2021 Board of Directors Meeting
May 27, 2021 Annual Meeting
Bridgette Gransden, Administrator/Controller, Midland County
April 22, 2021 Board Meeting
April 22, 2021 Working Well with Widows
Kathleen M. Rehl, Ph.D., CFP, CeFT, Emeritus
February 25, 2021 Board Meeting
February 25, 2021 Post-Death Planning
Richard J. Mills, Marcoux Allen, P.C.
January 28, 2021 Board Meeting
January 28, 2021 Workplace Wellness During Challenging Times
Sara Woolwine, Wellness Coordinator/Personal Trainer, Frankenmuth Credit Union
October 22, 2020 Board of Directors Meeting
Undetermined
October 22, 2020 ECONOMIC UPDATE FOR THE 2020 PANDEMIC AND ELECTION LANDSCAPE
John Augustine and Dan Griffith, Huntington Bank
September 24, 2020 Board of Directors Meeting
September 24, 2020 Business Liquidations Happen
Jude Avelino, Avelino Law, LLP and Alan Ponce, Assistant Vice President, Aon
July 22, 2020 Annual Meeting by Zoom
February 27, 2020 Board of Directors Meeting
February 27, 2020 Trends in Philanthropy for 2020: Anticipate and Embrace What's Next
Michelle L. Wooddell, PhD, Grand Valley State University
January 23, 2020 Board Meeting
January 23, 2020 Medicare Basics
Jae W. Oh, MBA, CFP, CLU, ChFC
October 24, 2019 Cyber Security
Gregory H. Soule, CPA, CISA, CISSP, CFE, Partner, Andrews Hooper Pavlik, PLC, Farmington Hills, MI
October 24, 2019 Board of Directors Meeting
September 26, 2019 Board of Directors Meeting
September 26, 2019 Impact Investing
Heidi M.R. Reijm, Ph.D, Policy & Program Fellow, Hudson-Webber Foundation, Council of Michigan Foundations
August 15, 2019 Board of Directors Meeting
May 23, 2019 Building a Positive Workplace (Annual Meeting)
Kathy Snyder, Peggy Sczepanski
April 25, 2019 Understanding Social Security
Kit Mac Nee, CFP, CRPC, Financial Advisor, Morgan Stanley
April 25, 2019 Board of Directors Meeting
February 28, 2019 Board Meeting
February 28, 2019 Acting As a Trustee: Boone or Burden?
Joseph P. Buttiglieri, Attorney, Kemp Klein Law Firm, Troy, MI
February 28, 2019 Board Meeting
January 24, 2019 Board of Directors meeting
January 24, 2019 Financial Exploitation of Vulnerable Adults
J. Dee Brooks, Midland Co. Prosecutor; Charles Schwedler, Executive Director, Midland Senior Services; Paul McDonald, Community Relations Officer for the Midland Police Dept.
October 25, 2018 UPDATE AND COMMENTS CONCERNING INCOME TAX REFORM
James Gerding, CPA, CGMA; Jeffrey Hert, CPA; and/or Andrew Mehl, CPA, CGMA, Rehmann
September 27, 2018 Successful Family Wealth Transfer Without Doing Harm
GREGORY SCHUPRA,
September 27, 2018 Board of Directors Meeting
August 23, 2018 Board of Directors Meeting
None
May 22, 2018 Spring Reception and Annual Meeting
No planned program
April 26, 2018 Board Meeting
April 26, 2018 How to Better Communicate With Your Clients and Colleagues
Leanne VanBeek, Left Lane Consulting, LLC
February 22, 2018 Board Meeting
February 22, 2018 Advance Care Planning in the Real World
ASHLEY HUNT, Advance Care Specialist for MidMichigan Health, and DR. SEAN KESTERSON, Senior Medical Director for MidMichigan Health
January 25, 2018 Board of Directors Meeting
January 25, 2018 Best Practices for Retirement Income Planning
Wade D. Pfau, Ph.D., CFA, The American College
October 12, 2017 Skinning the Cat: The Many Options for Arranging Life Insurance Policy Ownership in a Cross Purchase
Daniel R. Finn, JD, CLU
October 12, 2017 Board of Directors Meeting
September 28, 2017 Board Meeting
September 28, 2017 Leveraging Wealth Transfer: From Simple to Sublime
JOSEPH V. FALANGA, CPA, AEP, TEP
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