OCTOBER 16

1:00 p.m.                Tee Times

4:00 p.m.                Exhibitor Set-Up Open

7:00 p.m.                Welcome Mixer

OCTOBER 17

8:00 a.m.                Breakfast with Exhibitors

8:30 - 9:20 a.m.      2024 Corporate Transparency Act

                              Patrick Alyward, Trustworthy Consultants LLC

9:30 - 10:20 a.m.    Economic Update

                              Steve Chiavarone, Federated

10:20 a.m.              Exhibitor Introductions

10:30 - 11:00 a.m.  Break with Exhibitors

11:00 - 11:50 a.m.   Real Estate in Trusts

                                Mark Harder, Warner Norcross + Judd

11:50 a.m.               Exhibitor Introductions Continued and Lunch

1:00 - 1:50 p.m.      Case Law Update

                               David Skidmore, Warner Norcross + Judd

1:50 - 2:40 p.m.     Planning for Uncertainty: Modifying Trusts

                             Douglas A. Mielock, Foster Swift Collins & Smith PC

2:40 - 3:00 p.m.    Refreshment Break with Exhibitors

3:00 - 3:50 p.m.    Broker / Trust Panel Discussion

                              Panelists: Tom Hufton, The State Bank; Matt Moses, Southern Michigan Bank and Trust

3:50 - 4:30 p.m.  Tax Structures to Protect and Preserve Wealth

                            George Grzywacz, CPA / JD, Doeren Mayhew

4:30 p.m.             Reception with Exhibitors

OCTOBER 18

8:00 - 8:30 a.m.  Continental Breakfast with Exhibitors

8:30 - 9:20 a.m.  Pricing Wealth Management - Enhance Revenue and Maximize Client Retention

                            Mike Dixon, Pohl Consulting and Training Inc.

9:20 - 10:10 a.m.  Estate Settlement

                            Rachel Mortensen, CTFA Senior Estate Settlement Associate and Alexandria Solis-Mullen, J.D., CTFA, Senior Estate Settlement Officer Greenleaf Trust

10:10 - 11:00 a.m.  Navigating Unique and Hard to Value Assets

Jeffrey S. Kropschot, CTCP,

Kropschot Consulting Partners, LLC

Adjourn