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Council Documents

Document Name Date Added
5-27-21 What's Right With You? Plenty! - Bridgette Gransden 5-27-21
What's Right With You - Bridgette Gransden 5-27-21.pdf (2383K)
2021-06-11
Membership Application Form 2024-25
Membership Application Form 2024-25.pdf (107K)
2024-10-21
Understanding Social Security to Better Assist Your Clients: Speaker: Dale Truemner, Social Securit
Understanding Social Security to Better Assist Your Clients.ppt (8674K)
2016-04-30
4-22-21 - Working Well with Widows - Kathleen Rehl, Ph.D., CFP, CeFT, Emeritus
Working Well with Widows.pptx (9674K)
2021-04-23
02-22-2024 Power Point Presentation - Economic Expectations 2024
Power Point - Economic Expectations 2024 (Omobundi).pptx (256K)
2024-02-19
Elder Care: Current Marketplace, Trends & Future Demogoraphics
Elder Care--Current Marketplace, Trends & Future Demographics. Speaker--K Rumi Shahzad 1-28-16.pdf (175K)
2016-02-04
1-28-21 - Workplace Wellness During Challenging Times: Sara Woolwine
Corporate Wellness.pdf (2615K)
2021-03-03
10-26-2023: Michelle Mease, Isabella Bank - SPECIAL NEEDS TRUSTS
Power Point - SPECIAL NEEDS TRUSTS 10-26-2023.docx (13K)
2023-10-25
Attachment #1 to Discounts, Discounts, Discounts!"
156 - FMV's Two-Year Equivalent Discounts for Lack of Marketability (LSH - DB) (Published) July 2014.pdf (172K)
2016-01-08
Economic Update for the 2020 Pandemic and Election Landscape - J. Augustine - 10/22/20
Power Point - J. Augustine - Economic Update for the 2020 Pandemic and Election Landscape.pptx (1007K)
2020-10-26
4-27-2023 - Brittany Kienker, Ph.D.
Power Point - 4-27-2023 - OPTIONS FOR FINANCIAL GIVING - EXPLORING PHILANTHROPIC VEHICLES FOR FAMILIES AND INDIVIDUALS.pdf (1676K)
2023-04-24
"Estate Planning in the Era of Portability & High Exclusion Amounts." Speaker: Douglas Mielock
Mielock presentation materials.pdf (265K)
2016-01-08
10-24-19 - IMPACT INVESTING - Gregory Soule, CPA, CISA, CISSP, CFE - Andrews Hooper Pavlik
Power Point CYBER SECURITY 10-24-19 G. Soule.pptx (3971K)
2019-11-20
1-26-2023 - PREVENTING FINANCIAL EXPLOITATION OF VULNERABLE ADULTS - Panel Discussion
Power Point - 1-26-2023 - PREVENTING FINANCIAL EXPLOITATION OF VULNERABLE ADULTS.pdf (1607K)
2023-01-25
Alternative Estate Planning Strategies Utilizing Life Insurance. Speaker: Jim Aubry, John Hancock Br
Estate Planning Utilizing Life Insurance - Feb. 2015.pdf (3448K)
2015-04-24
Impact Investing - Heidi Reijm, Ph.D.
9-26-19 Impact Investing.pptx (2917K)
2019-10-03
NMEPC Membership Directory 2022-23
MEMBERSHIP DIRECTORY 2022-23.pdf (302K)
2022-09-21
Social Media in the Marketing Mix. Speaker: Kristina Marsh, Marketing Flexibility
SOCIAL MEDIA IN THE MARKETING MIX power point.pdf (555K)
2015-04-24
2/28/19 - Acting as a Trustee: Boone or Burden? Speaker: Attorney Joseph P. Buttiglieri
ACTING AS A TRUSTEE - BOONE OR BURDEN OUTLINE.pdf (195K)
2019-09-05
1-27-22 Behavorial Finance: Rational & Efficient or Irrational & Inefficient - Kit Mac Nee
Behavioral Finance Power Point 1-27-22.pptx (3319K)
2022-02-02
4/25/19 - Understanding Social Security - Speaker: Kit Mac Nee, CFP, CRPC, AEP
Mac Nee Power Point - Understanding Social Security.pptx (1400K)
2019-09-05
5-27-21 Character Strengths Poster - Bridgette Gransden
Character Strengths Poster -Bridgette Gransden - 5-27-21.pdf (10977K)
2021-06-11
Membership Application Form 2024-25 - Junior Member
Membership Application Form-Junior 2024-25.pdf (110K)
2024-10-21
"Leveraging Wealth Transfer: From Simple to Sublime" Speaker: Joseph Falanga, CPA, AEP, TEP - New Y
Falanga Power Point 9-28-17.ppt (630K)
2017-10-02
NMEPC 2020-21 Membership Directory
NMEPC 2020-21 MEMBERSHIP DIRECTORY.pdf (378K)
2021-04-24
Effective Confrontation: The Three Moves
Three Moves CLS - 60 Minutes-Misty Janks.pptx (7094K)
2024-09-24
"Passing Ships......" Speaker: Shaheen I. Imami -- 2/25/216
Passing Ships--Some Reasons Why Trust & Estate Planners, Administrators & Litigators Should Talk to Each Other.pdf (130K)
2016-02-29
2-25-21 - Post-Death Estate Planning - Richard Mills
Fixing the Sideways Trust After it becomes Irrevocable 2-25-21.pdf (180K)
2021-03-03
1-25-2024 - Laura Morris, Warner Norcross & Judd, LLP - PRACTICAL ASPECTS OF LATE-IN-LIFE MARRIAGES
Great Lakes Estate Planning Council - Late in Life Marriages_Divorces 1-25-24(29932221.2) (2).pptx (1496K)
2024-01-24
"Discounts, Discounts, Discounts!" Speaker: Lance Hall, ASA, FMV Opinions, Dallas, Texas
Lance Hall - Discounts, Discounts, Discounts.pdf (942K)
2016-01-08
Economic Update for the 2020 Pandemic and Election Landscape - D. Griffith - 10/22/20
Power Point - D. Griffith - Economic Update for the 2020 Pandemic and Election Landscape.pptx (2302K)
2020-10-26
9-28-2023 Keith Harder, CFP; Travis Bigler, CPA MST, Rehmann Financial
Power Point 9-28-2023 TAX UPDATE--ESTATE PLANNING 201.pptx (12159K)
2023-09-26
Attachment #2 to "Discounts, Discounts, Discounts!"
159 - ArtBanc Intelligence - Discounted Art Results in a 14-Million Estate Tax Refund (LSH) (Published) Jan 2015.pdf (136K)
2016-01-08
1-23-20 - MEDICARE BASICS - Jae W. Oh, MBA, CFP, CLU, ChFC
Medicare Basics - Jae Oh - 1-23-20.pptx (2550K)
2020-02-10
How to Avoid and What to Do if Audited by the IRS
Power Point - 2 -23-2-23 - How to Avoid and What to do If Audited by the IRS.pptx (12608K)
2023-02-20
Long Term Care Planning. Speaker: Ashlee Gould, Nationwide
LTC_Planning_-_Understanding_the_Need_and_Solutions_NFM-11324AO.1_(4.201....pdf (1937K)
2015-04-24
2019-20 Membership Directory
2019-2020 Membership Directory.pdf (257K)
2019-10-22
10-27-2022 - CRYPTOCURRENCY - Mohamed Adel, SVSU
Power Point - 10-27-2022 CRYPTOCURRENCY.pptx (2267K)
2023-01-17
Affordable Care Act--Understanding Employer Responsibility Rules. Speaker: Norbert Kugele, Warner No
Affordable Care Act--Understanding Employer Responsibiltiity Rules.pdf (948K)
2015-04-24
1/24/19 - Financial Exploitation of Vulnerable Adults: J. Dee Brooks, Charles Schwedler, Paul McDona
Power Point - 1-24-19 - Financial Exploitation of Vulnerable Adults.pptx (1272K)
2019-09-05
2-24-2022 - Business Valuation for Succession Planning - John Haag, Sr., CPA
Power Point - Business Valuation for Succession Planning 2-24-22.ppt (1698K)
2022-02-28
ESTATE TAX OVERVIEW -- Emphasis on Generation Skipping Transfers. Speaker: Michael Behan, Attorney
Generation Skipping Tax.pdf (621K)
2015-04-24
2/22/18 - Advance Care Planning in the Real World - Speakers: Ashley Hunt; Dr. Sean Kesterson
Advance Care Planning - Power Point.pptx (11157K)
2019-09-05
9-23-21 Taxes, Charitable Giving and the New Normal - David Bennett
Taxes, Charitable Giving and the New Normal.pptx (5043K)
2021-09-27
10-24-2024 - Michael Gregory – How to Handle Uncomfortable Situations Effectively
How to Handle Uncomfortable Situations Effectively.pptx (14515K)
2024-10-21
1/25/18 - Best Practices for Retirement Income Planning
Pfau Power Point - Best Practices.pptx (4826K)
2019-09-05

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Save-The-Date

Document Name Date Added
Save-The-Date - January 23, 2025
Save-the-Date 01-23-2025.pdf (114K)
2024-11-13