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Business Succession Planning
TBDRob Erickson, J.D., New York Life
Economic Market Update
TBDDr. Charles Ballard, MSU
Tax Strategies Presented by Steven Rehmann of Goldman Sachs
University Club of Michigan State UniversityCheck in begins at 11:40am
Advanced Estate Planning- Presented by Mark E. Kellogg, CPA of Fraser Trebilcock Davis & Dunlap, PC
University Club of Michigan State UniversityCheck in begins at 11:40am.
Charitable Trends
University Club of Michigan State UniversityCheck in begins at WEDNESDAY, November 10, 2021 at 11:40 am.
Holiday Social Event
EVENT TIME AND VENUE TO BE DETERMINED
Legislative Update – Presented by Katie Lynwood of Buhl, Little, Lynwood, and Harris
University Club of Michigan State UniversityCheck in begins at 11:40am.
Economic Market Update- Presented by Dr. Charles Ballard, Professor of Economics at Michigan State University
University Club of Michigan State UniversityCheck in begins at 11:40am.
2023 Investment Outlook
University Club of Michigan State UniversityPresented by Kevin Kelly, Investment Adviser Representative at Blackrock Investment Management, LLC
Philanthropy Update – DAF or Foundation?
University Club of Michigan State UniversityPresented by Andrew Stamper, Senior Vice President, Lead Wealth Planning Strategist at Wells Fargo
Tax Update: Top 10 Year-End Tax Strategies to Share With Your Clients
University Club of Michigan State UniversityPresented by Jordan Wright, CPA, Tax Senior at Plante Moran and Mallory Griffin, CFP, Associate/ Manager at Plante Moran Wealth Management