Seminars
Bestowing wealth, along with values, to the next generation. Helpful guidance
from Greenleaf Trust.
Please join Greenleaf Trust for an informative seminar on the important (and sometimes delicate) matter of family wealth. Led by trust relationship officers Dan Baker and Chris Haenicke, in conjunction with research analyst Nick Juhle, topics of discussion will include:
- Family wealth
- Passing on family values & wealth
- Having "the talk" with children about wealth/inheritance
- 15 minute market update by research
- Q & A and opportunity for one-on-one discussions
KALAMAZOO
June 6
11:30am–1pm
Lunch will be served. Vegetarian option available upon request.
6–7:30pm
Hors d'oeuvres will be served.
Greenleaf Trust
211 South Rose Street
Kalamazoo, Michigan
RSVP to 269.388.9800 or rsvp@greenleaftrust.com by May 30. Seating is limited.
PETOSKEYJune 18
11:30am–1pm
Lunch will be served. Vegetarian option available upon request.
Bay Harbor Yacht Club – Lange Center
4300 Vista Drive
Petoskey, Michigan
RSVP to 269.388.9800 or rsvp@greenleaftrust.com by June 10. Seating is limited.
TRAVERSE CITYJune 18
6–7:30pm
Cocktails and hors d'oeuvres will be served.
The Hagerty Conference Center
NMC Great Lakes Campus
715 E. Front St.
Traverse City, Michigan
RSVP to 269.388.9800 or rsvp@greenleaftrust.com by June 10. Seating is limited.
Past Seminars
May 2012In May, Daniel Baker and Daniel Rinzema hosted the Family Matters: Navigating Wealth seminar. Topics included generational wealth, legacy and succession planning, and fulfilling philanthropic desires.
To listen to the seminar, please click here.
2011 Year End SeminarIt was a pleasure to be with so many clients at our 2011 Year End Seminar. For those of you who were unable to attend, we hope this recording of the event will be of interest. Thank you again for giving us the privilege of serving you.
To listen to the seminar, please click here.
September 2011
In September, 2011, Greenleaf Trust President and Chairman,William D. Johnston, joined by research analysts Jim Gray and Dave Mange, led a series of client seminars which focused on the global economy, equity and debt markets, and recent volatility.
To listen to the seminar, please click here.
To listen to the audience Q&A, please click here.
