Agenda (as of 10/8)  

PRESENTATIONS
Update on the Regulatory Environment , Phoebe A. Papageorgiou, American Bankers Association
Diversity and Inclusion, Sharri Watkins , Motown Museum and 4Dimensions Consulting Group, LLC
Economic Update , Phil Orlando, Federated Hermes
Using Today’s Annuity Features in Trusts , Steve Hamilton, Nationwide Retirement Institute
Directed and Divided Trusts ,  Mark Harder, Warner Norcross + Judd; Beth O’Laughlin, Warner Norcross + Judd
Practical Applications of Directed and Divided Trust , Wendy Zimmer Cox, Greenleaf Trust; Jordan Summers, Credit Union Trust
Pricing for Trust Services , Michael Dixon, Pohl Consulting
Tune in With Effective Behavioral Science , Jill Jacques, North Highland
Income and Estate Taxation of the Affluent Client: 2021 and Beyond,  Alicia Cole, CFP, Plante Moran
What’s Happening in New Trust Cases,  Speaker: Terrence G. Quinn, Esq.,The TGQ Law Firm
Elder Abuse Prevention , Katharyn Barron, Michigan Attorney General's Office
Growth of Impact and ESG Investments , Andy Shafter, Community Capital Management, LLC

CONTINUING EDUCATION:
•3.75 CRSP
•2 CSOP
•11 CTFA
•10 CFP

THANK YOU FOR ATTENDING!