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Council Documents

Document Name Date Added
PLANNED GIVING ROUND TABLE DEVELOPMENT DAY 2015 2015-04-01
LITTMAN CHARTS 9-27-11 2011-09-28
2021 MEMBERSHIP APPLICATION 2022-01-06
PGRT REGISTRATION FORM 2013-06-03
ANDIAMO DETROIT RIVERFRONT DIRECTORS & VALET PARKING MAP 2018-03-08
Planned Giving Roundtable of SE Michigan Payment Information 2014-03-17
MEETING FLYER 5-8-18 2018-03-06
WEALTH TRANFER TRENDS 11-29-12 2012-11-30
2019-10 FEPCMD News Release 2019-10-25
CHARITABLE REMAINDER TRUST 11-1-11 PowerPoint 2011-10-28
ESTATE PLANNING AWARENESS WEEK PROCLAMATION 2012 2012-10-02
TAX CREDITS EXPLANATION 9-27-11 2011-09-30
FEPCMD BYLAWS 2015-10-15
PLANNED GIVING ROUND TABLE DEVELOPMENT DAY 2013-06-03
Planned Giving Roundtable of SE Michigan Conference Agenda 2014-03-17
In the News Image 2019-10-25
2-13-18 MEETING MATERIALS 2018-02-12
BDIT 11-1-11 PowerPoint 2011-10-28
STATE OF MICHIGAN PROCLAMATION 2010 2010-10-13

08-09-23 NAEPC Webinar Materials

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11-10-21 MEETING MATERIALS

Document Name Date Added
11-10-21 MEETING MATERIALS 2021-12-15

11-18-14 MEETING MATERIALS

Document Name Date Added
INSURANCE MEETS 11-18-14 2014-11-19
IRAS WITH HAIR 11-18-14 2014-11-19
ROTH IMMERSION 11-18-14 2014-11-19

2-11-14 MEETING MATERIALS

Document Name Date Added
FEPCMD 2-11-14 POWERPOINT PRESENTATION 2014-02-11

2-12-19 MEETING MATERIALS

Document Name Date Added
2-12-19 MEETING MATERIALS 2019-02-09

5-19-14 MEETING MATERIALS

Document Name Date Added
THE ARC PRESENTATION 5-19-14 2014-05-16

7-29-20 WEBINAR MATERIALS

Document Name Date Added
2020-07-29 PowerPoint Presentation 2020-07-29

9-18-12 MEETING MATERIALS

Document Name Date Added
FEPCMD 9-18-12 EVENING PRESENTATION 2012-09-13
FEPCMD 9-18-12 ARTICLE 2012-09-13
FEPCMD 9-18-12 AFTERNOON PRESENTATION 2012-09-13
FEPCMD 9-18-12 ARTICLE (2) 2012-09-14

EASTLAND 11-9-10 MEETING HANDOUTS

Document Name Date Added
ESTATE PLANNING PAPER / STACY EASTLAND 2010-10-05
EASTLAND LOOKING AHEAD POWERPOINT PRESENTATION 2010-11-08
11-9-10 Revised Best Estate Planning Ideas PowerPo 2010-11-08
GRAT PAPER / STACY EASTLAND 2010-10-05
11-9-10 GRAT Techniques PowerPoint Presentation 2010-11-08

EASTLAND 2-10-15 MEETING HANDOUTS

Document Name Date Added
STACY EASTLAND SHORT PRESENTATION 2015-02-11
STACEY EASTLAND PAPER & SCHEDULES 2015-02-09
STACY EASLAND BEST EP & INCOME TAX PLAN IDEAS 2015-02-09

MEETING NOTICES

Document Name Date Added
2023-06-14 PierroStrauss Cert of Completion 2023-06-29
MEETING FLYER 11-10-21 2021-10-18
MEETING FLYER 10-23-18 2018-09-14
MEETING FLYER 10-25-16 2016-09-28
MEETING FLYER 9-26-19 2019-07-17
MEETING FLYER 11-9-17 2017-10-02
MEETING FLYER 2-2-16 (2) 2016-01-14
2024 GOLF OUTING FLYER 2024-04-23
Michigan Bankers Association Conference 10-6-8, 2014 2014-08-26
MEETING FLYER 9-21-22 2022-08-04
MEETING FLYER 4-27-23 2023-03-23
MEETING HANDOUTS 9-10-13 2013-09-10
EDELMAN BIO
EDELMAN BIO.pdf (1609K)
2021-09-09
MEETING FLYER 9-27-11 2011-08-25
MEETING FLYER 11-1-18 2018-07-27
MEETING FLYER 10-25-16 2016-09-25
MEETING FLYER 7-16-19 2019-05-15
9-19-17 MEETING FLYER 2017-07-26
MEETING FLYER 2-2-16 2015-12-08
MEETING FLYER 5-1-24 2024-02-16
MEETING FLYER 11-18-14 2014-07-16
11-10-22 Event Waiver Required 2022-08-04
MEETING FLYER 11-29-12 2012-08-28
MEETING FLYER 5-9-23 2023-03-05
PGRT JUNE 28, 2011 EVENT 2011-05-31
MEETING FLYER 5-6-20 2020-02-14
MEETING FLYER 7-17-18 2018-04-19
MEETING FLYER 2-13-24 2024-01-03
2022 GOLF OUTING FLYER 2022-03-30
MEETING FLYER 9-18-12 2012-08-20
MEETING FLYER 12-8-20 2020-10-14
2015 GOLF/TENNIS FLYER 2015-02-09
MEETING FLYER 3-2-23 2023-01-18
5-20-13 GOLF OUTING FLYER 2013-06-03
2021-09-22 Waiver Final 2021-08-17
2011-05-17
MEETING FLYER 5-21-18 2018-03-29
MEETING FLYER 9-27-16 2016-06-15
2019 GOLF OUTING FLYER 2019-03-27
MEETING FLYER 10-26-23 2023-10-18
5-19-14 DINNER MEETING FLYER 2014-03-28
2022-04-27 WAIVER 2022-02-25
MEETING FLYER 5-21-12 2012-04-12
MEETING FLYER 2-8-23 2023-01-05
MEETING FLYER 9-22-21 2021-06-16
MEETING FLYER 5-23-11 2011-04-08
YMCA LOCATIONS 2016-04-27
ENGAGE 2015 FLIER 2015-02-03
MEETING FLYER 5-9-17 2017-04-14
MEETING FLYER 11-10-15 2015-10-08
MEETING FLYER 11-9-23 2023-08-22
MEETING FLYER 2-5-13 2013-01-11
MEETING FLYER 8-10-21 2021-05-12
MEETING FLYER 2-10-15 2015-01-05
7-19-17 INFINITY YACHT INFORMATION 2017-02-17
MEETING FLYER 9-9-15 2015-08-06
MEETING FLYER 11-1-11 2011-11-01
MEETING FLYER 2-12-19 2019-01-04
MEETING FLYER 4-25-16 2016-03-22
MEETING FLYER 11-10-22 GENTRY 2022-10-29
MEETING FLYER 4-30-15 2015-04-18
MEETING FLYER 9-20-23 2023-08-07
MEETING HANDOUTS 11-12-13 2013-10-28
MEETING FLYER 1-27-22 2021-12-17
MEETING FLYER 7-29-20 2020-07-16
2021 GOLF OUTING FLYER 2021-03-21
MEETING FLYER 10-8-19 2019-09-27
MEETING FLYER 2-22-18 2018-01-15
2016 GOLF OUTING FLYER 2016-02-16
MEETING FLYER 10-30-24 2024-08-09
MEETING FLYER 10-12-22 2022-09-13
2023-06-14 Pierro and Stauss Slides 2023-06-29
MEETING FLYER 6-29-20 2020-06-16
MEETING FLYER 4-28-21 2021-03-06
Detailed WSU Parking Map 2016-01-15
MEETING FLYER 6-4-24 2024-04-29
DIA MAP, PARKING & DIRECTIONS 2014-09-17
MEETING FLYER 11-10-22 2022-08-04
2015 GOLF OUTING FLYER 2015-03-20
2023-04-27 WAIVER 2023-03-23
MEETING FLYER 11-12-13 2013-10-09
NAEPC 58th Annual Conference Brochure 2021-09-27
MEETING FLYER 5-13-20 2020-04-29
OU Workshop Flyer 2016-09-28
PARKING PASS 7-16-19 2019-06-13
MEETING FLYER 1-11-16 2015-12-11
MEETING FLYER 4-25-24 2024-03-19
9-21-22 Event Waiver Required 2022-08-04
2023-05-09 EVENT WAIVER 2023-03-05
MEETING FLYER 9-10-13 2013-08-30
MEETING FLYER 9-15-21 2021-09-09
PGRT JUNE 28, 2011 EVENT 2011-05-31
2020 Golf Outing Flyer 2020-02-26
MEETING FLYER 9-27-18 2018-07-12
2019 SILENT AUCTION FLYER 2019-05-02
10-26-17 Meeting Flyer 2017-07-24
WAYNE STATE UNIVERSITY CAMPUS MAP - VALET LOT #31 2015-12-08
MEETING FLYER 9-23-14 2014-07-16
2022 Planned Giving Roundtable of SE MI Development Day 2022-04-22
MEETING FLYER 10-26-20 2020-10-15
MEETING FLYER 5-18-15 2015-02-09
2023-03-02 Event Waiver 2023-01-18
MEETING FLYER 5-20-13 2013-06-03
2021-11-10 Waiver Final 2021-08-17
PGRT JUNE 28, 2011 EVENT 2011-05-31
MEETING FLYER 4-21-20 2020-02-06
MEETING FLYER 11-1-16 2016-07-25
MEETING FLYER 4-30-19 2019-04-02
SILENT AUCTION FLYER 5-22-17 2017-04-25
Wayne State University Valet/Parking Map 2015-11-05
MEETING FLYER 3-29-22 2022-03-08
MEETING FLYER 11-18-20 2020-10-09
ENGAGE OVERVIEW 2015-02-03
2011-05-17
MEETING FLYER 2-11-20 2019-12-06
MEETING FLYER 9-27-18 2018-03-27
Development Day Conference June 8, 2016 2016-05-31
2019 FEPCMD GOLF OUTING SPONSORSHIPS FORM 2019-03-26
MEETING FLYER 7-19-17 2017-04-14
2023-10-12 Promotional CPE information 2023-09-26
5-19-14 GOLF-TENNIS OUTING FLYER 2014-03-21
MEETING FLYER 4-27-22 2022-02-25
2012 GOLF OUTING NOTICE 2012-04-12
AVIATION COCKTAIL INGREDIENTS 2020-09-16
MEETING FLYER 10-14-21 2021-05-12
5-23-11 GOLF OUTING FLYER 2011-02-13
2018 GOLF OUTING FLYER 2018-03-06
2016 SILENT AUCTION DONATION FORM 2016-04-08
2023-02-08 EVENT WAIVER 2023-01-04
MEETING FLYER 5-22-17 2017-04-03
MEETING FLYER 9-9-15 BUS TOUR 2015-08-06
MEETING FLYER 2-23-22 2022-02-01
MEETING FLYER 2-7-12 2012-01-05
MEETING FLYER 9-9-20 & 9-15-20 2020-08-20
THE RESERVE MAP 2013-01-11
MEETING FLYER 6-1-21 2021-04-09
MEETING FLYER 2-8-11 2011-01-05
MEETING FLYER 5-16-16 2016-03-24
MEETING FLYER 10-17-24 2024-09-11
2017 GOLF OUTING FLYER 2017-02-09
MEETING FLYER 10-12-23 2023-08-08
2022-1-27 Waiver Final 2021-12-17
2021-05-24 HOLD HARMLESS AGREEMENT 2021-03-21
MEETING FLYER 11-20-19 2019-10-07
10-12-22 Event Waiver 2022-09-13
MEETING FLYER 2-7-17 2016-12-06
NAEPC 2015 CONFERENCE 2015-04-02
2023-08-28 2023-07-25
MEETING FLYER 3-30-21 2021-03-06
MEETING FLYER 10-8-19 2019-08-28
MEETING FLYER 2-13-18 2018-01-12
MEETING FLYER PRGM 3-22-16 2016-02-03
MEETING FLYER 9-12-24 2024-06-03

Members in the News

Document Name Date Added
Pro Bono Day Press Release 2019-11-05

MEMBERSHIP

Document Name Date Added
MEMBERSHIP APPLICATION 2020 2021-01-04
MEMBERSHIP APPLICATION 2017 2018-02-01
MEMBERSHIP APPLICATION 2024 - 4th QUARTER 2024-09-12
FEPCMD 2023 Membership Application 2023-01-02
2022 MEMBERSHIP APPLICATION 2022-01-06
2018 MEMBERSHIP APPLICATION 2018-09-28
2024 MEMBERSHIP APPLICATION 2024-08-20
2018 MEMBERSHIP APPLICATION 2018-11-03
MEMBERSHIP APPLICATION 2024 2024-02-12
MEMBERSHIP APPLICATION 2019 2020-04-22
MEMBERSHIP APPLICATION 2018 2019-01-10
MEMBERSHIP APPLICATION 2016 2017-05-05
2013 STATE OF MICHIGAN PROCLAMATION FOR ESTATE PLANNING AWARENESS WEEK 2013-10-23

NAEPC

Document Name Date Added
2010-02-01
NEWSLETTER 8-18 2018-08-14
2010-02-01
FEPCMD NEWSLETTER 1-18 2018-01-22

NEWSLETTERS

Document Name Date Added
FEPCMD NEWSLETTER 10-13 2013-10-22
FEPCMD NEWSLETTER 8-10 2010-08-29
FEPCMD NEWSLETTER 8-13 2013-08-09
2021-09 FEPCMD NEWSLETTER 2021-09-09
FEPCMD NEWSLETTER 8-16 2016-08-19
2019-04 NEWSLETTER 2019-04-15
FEPCMD NEWSLETTER 1-20 2020-01-23
FEPCMD 4-17 NEWSLETTER 2017-04-20
FEPCMD NEWSLETTER 10-15 2015-10-20
FEPCMD NEWSLETTER 1-10 2010-01-18
2022-02 FEPCMD NEWSLETTER 2022-02-11
FEPCMD NEWSLETTER 1-12 2012-01-17
2020-08 FEPCMD NEWSLETTER 2020-08-24
FEPCMD NEWSLETTER 8-09 2009-08-18
FEPCMD NEWSLETTER 1-11 2011-01-10
FEPCMD NEWSLETTER 4-16 2016-03-29
2021-03 FEPCMD NEWSLETTER 2021-03-26
FEPCMD NEWSLETTER 1-17 2017-01-11
FEPCMD SPONSORSHIP 2015 2014-10-22
FEPCMD NEWSLETTER 4-15 2015-04-02
FEPCMD NEWSLETTER 10-10 2010-10-13
NEWSLETTER 8-19 2019-08-20
FEPCMD NEWSLETTER 9-11 2011-09-06
FEPCMD NEWSLETTER 8-17 2017-08-03
FEPCMD NEWSLETTER 8-14 2014-08-18
2020-11 FEPCMD NEWSLETTER 2020-11-13
FEPCMD NEWSLETTER 10-16 2016-09-25
FEPCMD NEWSLETTER 5-10 2010-04-30
FEPCMD NEWSLETTER 8-12 2012-08-20
FEPCMD NEWSLETTER 4-18 2018-04-09
FEPCMD NEWSLETTER 4-14 2014-04-01
FEPCMD NEWSLETTER 4-12 2012-04-19
2023-01 FEPCMD NEWSLETTER 2023-01-10
FEPCMD NEWSLETTER 4-13 2013-06-03
2021-06 FEPCMD NEWSLETTER 2021-06-23
FEPCMD NEWSLETTER 10-09 2009-10-20
FEPCMD NEWSLETTER 1-15 2015-01-09
FEPCMD NEWSLETTER 4-09 2009-04-10
FEPCMD NEWSLETTER 7-15 2015-07-28
FEPCMD NEWSLETTER 1-14 2014-01-16
FEPCMD NEWSLETTER 10-12 2012-10-30
2024-08 FEPCMD NEWSLETTER 2024-08-09
FEPCMD NEWSLETTER 10-11 2011-10-13
NEWSLETTER 10-18 2018-10-03
FEPCMD NEWSLETTER 10-14 2014-10-14
2022-08 FEPCMD NEWSLETTER 2022-08-08

SPONSORSHIP

Document Name Date Added
2020 SPONSORSHIP STORIES (1) 2020-06-02
2021 FEPCMD SPONSORSHIP 2020-11-06
2016 FEPCMD SPONSORSHIP 2015-11-13
2020 SPONSORSHIP STORIES 2020-09-21
FEPCMD SPONSORSHIP OPPORTUNITIES 2020 2019-11-11
FEPCMD SPONSORSHIP OPPORTUNITIES 2025 2024-10-18
FEPCMD SPONSORSHIP 2020 2019-11-03
2019 FEPCMD SPONSORSHIP 2018-10-31
2017 SPONSORSHIP OPPORTUNITIES 2016-11-04
2014 SPONSORSHIP OPPORTUNITIES 2013-10-22
FEPCMD SPONSORSHIP OPPORTUNITIES 2022 2021-11-16
2018 SPONSORSHIP OPPORTUNITIES 2018-02-01
FEPCMD SPONSORSHIP OPPORTUNITIES 2024 2023-11-30
FEPCMD Sponsorship Opportunities 2024 2024-09-24
FEPCMD SPONSORSHIP OPPORTUNITIES 2023 2022-11-12
2020 Sponsorship Stories (4) 2020-07-28
2020 Sponsorship Stories (3) 2020-07-07