FEPCOM Special Joint Meeting May 14, 2015

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

MacRay Harbor Banquet Center

JCvetanoski
30675 North River Road
Harrison Township, MI 48045
(586) 468-1900

5:30pm – Cocktails
6:30pm – Dinner & Presentation

Price

Member – $30
Non-Member – $35

Featured Speaker – Joe Cvetanovski

Life Insurance, Past, Present, and Where It Is Heading!

Joe Cvetanovski is Owner of Visionary Marketing Group and a principal at Insurance Designers of America. He is a veteran in the insurance industry of over 20 years and his primary discipline is in the field of life insurance, with a vast working knowledge of all the various other planning disciplines as they relate to life insurance. Mr. Cvetanovski assists financial advisors, attorneys, trust officers, wealth management advisors, and CPA’s with developing, implementing, and reviewing complex estate and business plans utilizing life insurance as one of the funding /protection vehicles.

Download Meeting Notice

FEPCOM Membership Meeting March 5, 2015

Ike’s Restaurant

38550 Van Dyke Ave
Sterling Heights, MI 48312
(586) 979-0980

5:30pm – Cocktails
6:30pm – Dinner & Presentation

Price

Member – $30
Non-Member – FREE!
**Please note that each member may bring one non-member free of charge to this meeting. Please indicate on the attached Meeting Notice**

Featured Speaker – Paul Garvey, Esq., of Thomas, Garvey and Garvey, PLLC

Issues to Consider When Funding Trusts with IRAs: Cautionary Tales and Traps for the Unwary

Mr. Garvey received his Bachelor’s degree in 1969 and law degree in 1976, both from the University of Detroit. He received an M.A. in English Literature from Wayne State University in 1976. He was admitted to the Michigan Bar in 1976. Thereafter he began work on a masters of Law in Taxation at Wayne State University.

Mr. Garvey practices in Macomb County in the areas of estate planning, business planning and probate law with the law office of Thomas, Garvey and Garvey, PLLC.

He is a past adjunct professor of taxation at Walsh College, a member of the Macomb County Bar Association, a past member of its board of directors, and a past President of the Macomb County Bar Foundation, the charitable arm of the Bar Association. Mr. Garvey is also chairman of a hearing panel of the Michigan Attorney Discipline Board and a contributing author to the Michigan Bar Journal.

Download Meeting Notice

FEPCOM Membership Meeting November 13, 2014

Villa Penna & Restaurant

marlinga1
43985 Hayes Road
Sterling Heights, MI 48313
(586) 556-9900

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

Price

Member – $30
Non-Member – FREE!
**Please note that each member may bring one non-member free of charge to this meeting. Please indicate on the attached Meeting Notice**

Featured Speaker – Macomb County Probate Court Judge Carl Marlinga

Download Meeting Notice

FEPCOM Membership Meeting September 25, 2014

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 – Michele Fuller

Impact of the Affordable Care Act

michele-profile Michele P. Fuller is the founder of Michigan Law Center, P.L.L.C. located in Sterling Heights, Michigan. The practice focuses on elder law, special needs planning, Veteran’s Administration planning and settlement planning.

Michele is a long-standing member of the Michigan Association for Justice (MAJ) and has given national and state-wide webinars regarding special needs settlement planning and related issues. Michele is currently the Treasurer of the Elder Law and Disability Rights Section (ELDRS) of the State Bar of Michigan. She often contributes to the quarterly newsletter and is a speaker on special needs planning at their conferences. Michele has presented for the Institute of Continuing Legal Education for its conference on special needs planning. She also drafted the pending Michigan Pooled Trust Act with the assistance and support of the ELDR section of the State Bar of Michigan. She also presents for the Michigan Brain Injury Association of Michigan and the Michigan Guardianship Association as well as the local probate court.

Michele is a member of the National Academy of Elder Law Attorneys (NAELA) and was recently elected to the Board of Directors of the newly formed Michigan Chapter. She is a presenter at their Spring 2014 annual conference. She is an Advisory Board Member of the Academy of Special Needs Planners (ASNP), and served as Chair of the 6th Annual conference. She presented several programs at the most recent conference in Denver, in addition to presenting webinars on different aspects of special needs planning. She has also given webinars for the American Bar Association and American Association for Justice regarding various aspects of special needs trusts and planning. Michele was quoted in a New York Times article regarding utilization of pooled trusts. She was also the featured attorney in the Lawyer’s Giving Back section of Lawyers and Settlements. Michele is also a contributing member of ElderCounsel, and has presented on various aspects of special needs planning and the impact of the Affordable Care Act.
Michele co-authored several nationally published articles, including Traps for the Unwary During Special Needs Trust Administration, in Estates and Trusts Magazine, and Future of Planning for Persons with Disabilities which was published in the Fall 2013 edition of the NAELA Journal, and Pooled Trusts: An Approach to Special Needs Planning for Families of Modest Means, published in the May-June 2013 edition of BiFocal, a Journal of the ABA Commission on Law and Aging. Parenting Magazine also named Michele Top Special Needs Child Advocate in 2013. She will be contributing to the 2014 Elder Law edition of the State Bar Journal with an article on the future of special needs planning.

Michele is honored to serve as the Director of Advocacy, Inc., a non-profit corporation dedicated to serving individuals with disabilities. Michele graduated with Honors as a member of the James Madison College at Michigan State University with a Bachelor of Arts in International Relations. Michele then attended American University International Law Masters program and obtained her Juris Doctor from the University of Detroit Mercy School of Law.

Dues Notice

The Board of Directors has set membership dues at $65 per year (same as prior years) which are due by September 25, 2014. Checks should be made payable to the Financial and Estate Planning Council of Macomb and forwarded to Chuck Turnbull. Members are reminded that all members are required to attend at least one membership meeting per year in order to remain members of the Council. Download the Dues Notice by clicking on the link below.

Download Meeting Notice 9-25

Download Michele Fuller Bio

Download Dues Notice

Annual Membership Meeting

FEPCOM’s Annual Membership Meeting will be held at MacRay Harbor Banquet Center on Thursday, May 15, 2014. Please mark your calendars, because FEPCOM will be holding its election of directors and officers at this general meeting!

This will also be a special joint meeting with the St. Clair County Estate Planning Council.

MacRay Harbor Banquet Center

30675 North River Rd
Harrison Township, MI 48045
(586) 468-1900

May 15, 2014
5:30pm – Cocktails
6:30pm – Dinner
7:00pm – Presentation

Price

Member – $30
Non-Member – $35

Featured Speaker – John Sharp, Founding Member of Strobl & Sharp

John-Sharp-photo

Download Meeting Notice

FEPCOM Nominations

About John Sharp

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.

Download Meeting Notice

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.

Download Bradley Thomas Bio

Download Meeting Notice

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.

Download pdf here.