Collaborating for Retirement Income Planning (Investments/Insurance)

Date: Thursday, October 24, 2019
Time: 7:45am - 9:00am
Location: Hilton Garden Inn
Speaker: Richard Herald, CFP

Networking will begin at 7:45am with the presentation to start at 8:00am. Breakfast will be provided. First time guests are free to attend the event and any returning guests will be $20. Registration will be sent via EventBrite.

Richard Herald, CFP, will be presenting on pensions and estate closures.


To renew your membership or to join, Click Here or download the application from the website.  Annual dues remain $100. Please send annual dues to Southwestern Michigan Estate Planning Council, Chemical Bank Wealth Management, Attn. Pam Dolezan, 720 Pleasant Street, St. Joseph, MI 49085. 

Related Document(s):

See Upcoming Event Calendar