FEPCOM Membership Meeting February 27, 2014

Mario’s Luigi’s Downtown

44905 Morley Drive
Clinton Township, MI 48036
(586) 468-7200

5:30pm – Cocktails
6:30pm – Dinner
7:00pm – Presentation

Price

Member – $30
Non-Member – $35

Featured Speaker – Stephen Schiestel

Investment Outlook for 2014

SchiestelStephen Schiestel is FirstMerit Private Bank’s Regional Practice Lead for Investments. In this role, Steve is responsible for the investment practice function for the Michigan market and also serves as a senior portfolio manager. Schiestel joined Citizens Bank in 1999 as an equity analyst. Subsequent roles included Portfolio Manager, Director of Financial Planning and head of the Financial Planning Group, and Head of Investment Strategy. In 2011, he was promoted to Senior Vice President and Chief Investment Officer. Prior to joining FirstMerit Bank, he was a Vice President and Commercial Loan Officer at Bank One/NBD Bank.

Steve earned a BBA in Finance from the University of Michigan-Flint and a MBA from Michigan State University. He has earned the Chartered Financial Analyst (CFA) designation. Steve also is an Adjunct Faculty member in Finance at Michigan State University.

Steve is a member of the CFA Institute (formerly Association for Investment Management and Research), and the Investment Analysts Society of Detroit. He currently serves as the Treasurer of the Board of Directors for Catholic Charities of Shiawassee and Genesee Counties.

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Download Schiestel Bio

FEPCOM Membership Meeting November 21, 2013

Villa Penna & Restaurant

43985 Hayes Road
Sterling Heights, MI 48313
(586) 566-9900

5:30pm – Cocktails
6:30pm – Dinner
7:00pm – Presentation

Price

Member – $30
Non-Member – $35

Featured Speaker – Bradley Thomas

“Everything You Always Wanted to Know About Social Security (But Were Afraid to Ask)”

Bradley Thomas is a wealth manager with Thomas Financial Company, a financial planning investment advisory firm located in Birmingham, Michigan. Bradley specializes in retirement income planning and will provide an in-depth presentation on Social Security.

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FEPCOM Membership Meeting September 19, 2013

The Brewery

39950 Hayes Road
Clinton Township, MI 48038
(586) 286-3020

5:30pm – Cocktails
6:30pm – Dinner
7:00pm – Presentation

Price

Member – $30
Non-Member – $35

Featured Speaker – Lani Dalrymple

Lani E. Dalrymple, CFP, is a Vice President and Senior Trust Officer with Wells Fargo’s National Special Needs Trust Group. Ms. Dalrymple began her career with Pacific First Federal Saving and Loan in 1989. Prior to coming to Wells Fargo, she worked for a regional bank where she focused on special needs trusts. Ms. Dalrymple previously served at a national bank as a Financial Intelligence Officer investigating suspected money laundering and as a Legal Analyst advising on consumer and commercial legal matters for region executives. She has volunteered extensively in the community, including many years assisting seniors with retaining their independence.

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Annual Membership Meeting and Special Joint Meeting with the St. Clair County Estate Planning Council

Thursday, May 16, 2013

MacRay Harbor Banquet Center
30675 North River Road
Harrison Township, MI 48045
(586) 468-1900

  • 5:30pm – Cocktails
  • 6:30pm – Dinner
  • 7:00pm – Presentation

Speaker: Todd Tigges

Todd Tigges, a Principal with UHY LLP will be discussing the impact of the Healthcare Reform Law. Todd will conduct an interactive discussion addressing important aspects of the Law including legality, tax law changes, census considerations, employer shared responsibility, planning opportunities and much more.

Price

  • $30 Member
  • $35 Non-member

About the Speaker

Tigges
Todd is a Principal with UHY LLP and is an active member of the Firm’s Tax Department based in the Farmington Hills, MI location. He is a licensed CPA in the States of Michigan and Ohio, and focuses much of his practice on the Firm’s middle market and entrepreneurial clients, most of which have their owners actively involved in all facets of the business. He regularly provides tax guidance on various federal, state, and local compliance issues which all focus on a strategic plan to provide tax solutions that enable companies and individuals to minimize their tax liability and preserve wealth. He has been spearheading the Firm’s National analysis of the Affordable Care Act since its initial enactment back in 2010, which affords him many opportunities to participate in public speaking events and provide expert commentary to local and national publications. Todd is also a past President of the Detroit chapter of Society of Financial Service Professionals.