‘Education Planning’

Panel Speakers (l-r) Kasey Altenbernt, Prudential; JAEPC Immediate Past President and panel moderator Nathan Mahan, Northwestern Mutual; JAEPC President Dylan Thomas, Generations Financial; and Herbert Rotich, Director of Student Financial Services, Spring Arbor University;

The Jackson Area Estate Planning Council (JAEPCI) met March 11 at Spring Arbor University (SAU) with the topic ‘Education Planning: Your Client's Second Biggest Goal.’


Mike Jors, Southern Michigan Bank & Trust.


SAU student Kendall Armstrong; JAEPC Vice President Dan Vander Hill, SAU; and Monica Moser, President & CEO Jackson Community Foundation.


(l-r) JAEPC Secretary attorney Brad Brelinski, Curtis, Curtis & Brelinski; and JAEPC Director at Large attorney Chad McDonald, Abbott, Thomson, Mauldin, Parker, Beer & Lindsey.


(l-r) Curtis and Brelinski, attorneys Ethan Loch and JAEPC Secretary Brad Brelinski, with guest Dean Adkins, Business Development, Credit Union Trust, Troy.


Rebecca Houghton, Director of Prospect Research & Grants, SAU Office of Advancement; and attorney Richard Mills, Senior Counsel, Smith Haughey Rice & Roegge, Ann Arbor.


(l-r) Brian Knapp, SAU Director of Public Relations; and attorney John Kane, Hillsdale College.

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