(l-r) Lally Group CPAs Jon Nowinski and John Cross; with JAEPC Director at Large attorney Chad McDonald, Thomson, Parker, Beer & Lindsey.
The Jackson Area Estate Planning Council met on July 15 at Cascades Manor House. Speaker Dr. Peter Lichtenberg discussed assessing financial capacity and vulnerability in older adults.
From FM Financial (l-r): Levi Conner, Scott Blakemore and Jen DeBiasi.
JAEPC Vice President Dan Vander Hill, Spring Arbor University; and Brigette Robinson, Director of Annual Giving and Alumni Relations, Jackson College.
From Prudential (l-r) Kasey Altenbernt and Luke Miracle.
(l-r) JAEPC President Dylan Thomas, Generations Financial; and Dean Adkins, Business Development, Credit Union Trust, Troy.
(l-r) JAEPC Director at Large attorney Chad McDonald, Thomson, Parker, Beer & Lindsey, and Speaker Dr. Peter Lichtenberg, Ph.D., Wayne State University Distinguished University Service Professor of Psychology and Gerontology.
From Lally Group (l-r) intern Alysa Fowler; former JAEPC Treasurer and retired CPA Lally Group Steve Patch; and JAEPC Treasurer Stephanie Weed.
From Catholic Foundation Lisa Brown, and attorney James Fleming, Fleming & Fleming.
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