Calendar

Bimonthly breakfast meetings are held at Maggiano's Little Italy - 4999 Old Orchard Shopping Center, Skokie, IL 60077

Members are encouraged to invite pre-registered guests*, including clients. Our new guest policy is that a potential member may attend once at the guest rate of $30 in advance / $36 at the door, but attendance at future meetings will require them to pay the non-member rate of $50.  The referring member will receive a $10 gift card. 

Preregistration price for members is $30. At the door price is $36.

*First-time guests can be added under a Members registration ($30 in advance / $36 at the door). Guests who have already attended one meeting should register for future meetings as a non-member ($50).

    • Wed, March 18, 2020
    • 7:30 AM - 9:15 AM
    • Maggiano's Little Italy - 4999 Old Orchard Shopping Center, Skokie, IL 60077
    Register

    Bimonthly Membership Meeting

    Wednesday, March 18, 2020, 7:30 am - 9:15 am
    Maggiano's Little Italy 
    4999 Old Orchard Shopping Center
    Skokie, IL 60077

    • Speakers: Tadd Lindsay and Todd Povlich  of MPI
    • Topic: Discounts Utilized In Wealth Transfer Planning 
    • Doors open at 7:30 A.M. for a buffet breakfast and networking.
    • Presentation Begins at 8:00 A.M., and adjournment will be by 9:15 A.M.
    • To receive MCLE credit, please supply your ARDC number
    • For CFP credit please provide your CFP ID
    • Meeting Rates:
      • Member Pre-registration: $30 ($36 at the door)
      • Guest: $30 ($36 at door).  Guests must be a potentials member and may attend at this rate one time.  The referring member will receive a $10 Amazon gift card. 
      • Non-members: $50

    Meeting Description:

    This presentation will give you a better understanding of the types of discounts employed and the sources of data utilized to not only calculate, but validate the discounts which are employed by valuation professionals in determining the value of interests in gift and estate planning strategies.

    • MPI colleagues Tadd Lindsay and Todd Povlich will provide an overview of when and where discounts are applicable in the transfer and/or sale of various interests in the context of gift and estate planning for clients.
    • They will review the sources of relevant market data used in determining discounts.
    • They will also review some other types of discounts used in the valuation of private fund interests, early stage company interests, and pre-liquidity event situations as well as finally reviewing what they refer to as “Powell Case Inspired Planning – Traps to Avoid”.

    Speaker Biographies:


    Tadd Lindsay is a Senior Vice President at MPI and is responsible for client relationships and business development throughout the Midwest. Based in the firm’s Chicago office, Tadd brings over 30 years of banking and financial services experience in working with clients focusing on estate and tax planning. He has substantial experience in working with clients in close coordination with their other professional advisors on developing and executing wealth transfer strategies. Tadd has broad experience in coordinating the valuations of a variety of business types including manufacturing, service, and asset holding entities.

    Prior to joining MPI in 2010, Tadd held executive positions with J.P. Morgan – Private Wealth Group, Merrill Lynch – Global Wealth Management and Old Kent Bank & Trust – Investment & Trust Management Division.


    Todd Povlich is a Partner at MPI and is based in the firm’s New York City office.  Since joining MPI, Todd has determined the value of closely held securities of companies and partnerships in many industries for a variety of purposes, including estate and gift tax, income tax, matrimonial proceedings, Employee Stock Ownership Plans, corporate planning and restructuring, financial reporting, sale, merger, stock purchase plans and buy-sell agreements.  Todd has prepared valuations of closely held operating companies, asset holding entities, as well as other securities such as undivided interests in real estate, closely held promissory notes and preferred stock.  While his experience spans a variety of industries, Todd specializes in the valuation of alternative investment management companies and carried interest.  The valuation analyses and reports prepared by Todd have been used for presentations to management, directors and stockholders of client companies, as well as to attorneys, accountants and other fiduciaries. 


    • Wed, May 20, 2020
    • 7:30 AM - 9:15 AM
    • Maggiano's Little Italy - 4999 Old Orchard Shopping Center, Skokie, IL 60077

    Bimonthly Membership Meeting

    Wednesday, May 20, 2020, 7:30 am - 9:15 am
    Maggiano's Little Italy 
    4999 Old Orchard Shopping Center
    Skokie, IL 60077


    • Speakers: Jonathan W. Michael - Dykema 
    • Topic: “Sunset.  Clawback?  Impeachment!  Business Succession Planning Strategies You Should Be Discussing with Your Clients in Advance of the 2020 Elections.”
    • Doors open at 7:30 A.M. for a buffet breakfast and networking.
    • Presentation Begins at 8:00 A.M., and adjournment will be by 9:15 A.M.
    • To receive MCLE credit, please supply your ARDC number
    • For CFP credit please provide your CFP ID
    • Meeting Rates:
      • Member Pre-registration: $30 ($36 at the door)
      • Guest: $30 ($36 at door).  Guests must be a potentials member and may attend at this rate one time.  The referring member will receive a $10 Amazon gift card. 
      • Non-members: $50

    Meeting Description:

    This presentation will review business successions strategies professionals should be discussing with their clients NOW in anticipation of the November 2020 elections.  It will contain a review of various proposals relative to the estate tax and certain long favored strategies.

    Speaker Biography:

     Jonathan W. Michael is a member of Dykema's Tax Group in the Chicago office. Jonathan's practice focuses on estate and gift tax issues, with an emphasis on wealth and business succession planning for closely held business owners and entrepreneurs. Jonathan has extensive experience in representing corporate and individual executors and trustees in probate and trust administration matters, including advising clients in properly carrying out their fiduciary duties, contested estates, actions to construe and/or reform estate planning documents containing improper or ambiguous terminology or scrivener’s errors, and gift and estate tax controversies with state and Federal taxing authorities. Jonathan represents a broad range of clients including business owners and entrepreneurs, executives, individuals and families with inherited wealth, not-for-profit organizations and charities, and individuals within the entertainment industry.

    Jonathan has developed and currently teaches the “Basic Estate Planning,” “Advanced Estate Planning” and “Business Succession Planning” courses in his role as an Adjunct Professor in the LL.M. Program at The John Marshall Law School. Additionally, Jonathan is an Adjunct Professor at the DePaul University School of Accountancy and MIS.

    Jonathan is a Fellow of the American College of Trust and Estate Counsel (“ACTEC”), a nonprofit association of lawyers and law professors skilled and experienced in the preparation of wills and trusts, estate planning, and probate procedure and administration of trusts and estates of decedents, minors and incompetents. With approximately 2,600 Fellows primarily in private practice in the United States, ACTEC is recognized as the nation’s most prestigious estate planning organization.

    Martindale Hubbell has awarded Jonathan with an AV Peer Review Rating, which is its highest rating for ethical standards and legal ability. In addition, he has been named to the Illinois Super Lawyers list.

    Jonathan has been featured on the WBBM Newsradio 780 AM and 105.9 FM show called "At Issue", hosted by WBBM's political reporter, Craig Dellimore. Jonathan spoke about issues relating to estate planning for those who are aging.


    Meeting Sponsor:


    • Thu, July 30, 2020
    • 6:00 PM - 8:00 PM
    • Chicago Botanic Gardens

    You and your guest are invited to the 

    Greater North Shore Estate & Financial Planning Council

    Complimentary Summer Member Appreciation Event


    Thursday July 30, 2020 - Chicago Botanic Gardens - "Hot Summer Nights" and Twilight Concert Package

    EVENT TIME: 6:00 - 8:00 pm

    Bring your friends and kick it up a notch with high-energy music! Dance (or listen!) to the up-beat tempo of a host of diverse genres at McGinley Pavilion!


    Further details about this event are forthcoming. Please mark your calendars!


    This event is being provided by the Council for our members in good-standing.  Because we are purchasing the “day at the race” package in advance from Arlington International Racecourse, we will be billing Council members who RSVP that they will attend, but do not show for the event or cancel their reservation after July 15 at $60 per person.  Please inform your guest.   

    We are sorry, but there are no exceptions.

    This event is generously sponsored by Wells Fargo Wealth Management.


    • Wed, September 16, 2020
    • 7:30 AM - 9:15 AM
    • Maggiano's Little Italy - 4999 Old Orchard Shopping Center, Skokie, IL 60077

    Bimonthly Membership Meeting

    Wednesday, September 16, 2020, 7:30 am - 9:15 am
    Maggiano's Little Italy 
    4999 Old Orchard Shopping Center
    Skokie, IL 60077


    • Speakers: TBD
    • Topic: TBD
    • Doors open at 7:30 A.M. for a buffet breakfast and networking.
    • Presentation Begins at 8:00 A.M., and adjournment will be by 9:15 A.M.
    • To receive MCLE credit, please supply your ARDC number
    • For CFP credit please provide your CFP ID



    • Wed, November 18, 2020
    • 7:30 AM - 9:15 AM
    • Maggiano's Little Italy - 4999 Old Orchard Shopping Center, Skokie, IL 60077

    Bimonthly Membership Meeting

    Wednesday, November 18, 2020, 7:30 am - 9:15 am
    Maggiano's Little Italy 
    4999 Old Orchard Shopping Center
    Skokie, IL 60077


    • Speakers: TBD
    • Topic: TBD
    • Doors open at 7:30 A.M. for a buffet breakfast and networking.
    • Presentation Begins at 8:00 A.M., and adjournment will be by 9:15 A.M.
    • To receive MCLE credit, please supply your ARDC number
    • For CFP credit please provide your CFP ID


    • Wed, January 20, 2021
    • 7:30 AM - 9:15 AM
    • Maggiano's Little Italy - 4999 Old Orchard Shopping Center, Skokie, IL 60077

    Bimonthly Membership Meeting

    Wednesday, January 20, 2021, 7:30 am - 9:15 am
    Maggiano's Little Italy 
    4999 Old Orchard Shopping Center
    Skokie, IL 60077


    • Speakers: TBD
    • Topic: TBD
    • Doors open at 7:30 A.M. for a buffet breakfast and networking.
    • Presentation Begins at 8:00 A.M., and adjournment will be by 9:15 A.M.
    • To receive MCLE credit, please supply your ARDC number
    • For CFP credit please provide your CFP ID


    • Wed, March 17, 2021
    • 7:30 AM - 9:15 AM
    • Maggiano's Little Italy - 4999 Old Orchard Shopping Center, Skokie, IL 60077

    Bimonthly Membership Meeting

    Wednesday, March 17, 2021, 7:30 am - 9:15 am
    Maggiano's Little Italy 
    4999 Old Orchard Shopping Center
    Skokie, IL 60077


    • Speakers: TBD
    • Topic: TBD
    • Doors open at 7:30 A.M. for a buffet breakfast and networking.
    • Presentation Begins at 8:00 A.M., and adjournment will be by 9:15 A.M.
    • To receive MCLE credit, please supply your ARDC number
    • For CFP credit please provide your CFP ID


    • Wed, May 19, 2021
    • 7:30 AM - 9:15 AM
    • Maggiano's Little Italy - 4999 Old Orchard Shopping Center, Skokie, IL 60077

    Bimonthly Membership Meeting

    Wednesday, May 19, 2021, 7:30 am - 9:15 am
    Maggiano's Little Italy 
    4999 Old Orchard Shopping Center
    Skokie, IL 60077


    • Speakers: TBD
    • Topic: TBD
    • Doors open at 7:30 A.M. for a buffet breakfast and networking.
    • Presentation Begins at 8:00 A.M., and adjournment will be by 9:15 A.M.
    • To receive MCLE credit, please supply your ARDC number
    • For CFP credit please provide your CFP ID


Past events

Wed, January 15, 2020 Bimonthly Meeting | January 2020
Wed, November 20, 2019 Bimonthly Meeting | November 2019 - Today's Critical Issues for Endowments & Foundations
Wed, September 18, 2019 Bimonthly Meeting | September 2019 - Understanding and Planning for the Illinois Estate Tax
Fri, July 26, 2019 Member Summer Event - A Day at the Races!
Wed, May 15, 2019 Bimonthly Meeting | May 2019 - What Every Illinois Advisor Should Know About Florida
Wed, March 20, 2019 Bimonthly Meeting | March 2019 - Strategies for Effective Support of LGBT Clients
Wed, February 13, 2019 Do's and Don'ts of Social Media Marketing
Wed, January 16, 2019 Bimonthly Meeting | January 2019
Wed, November 14, 2018 Bimonthly Meeting | November 2018
Wed, September 12, 2018 Bimonthly Meeting | September 2018
Wed, July 18, 2018 Bimonthly Meeting | July 2018
Wed, May 16, 2018 Bimonthly Meeting | May 2018
Thu, April 19, 2018 1st Annual Recover From Tax Day Event - 4.19.18
Wed, March 21, 2018 Bimonthly Meeting | March 2018
Wed, January 17, 2018 Bimonthly Meeting | January 2018
Wed, December 06, 2017 Young Professionals Event - 12.6.17
Wed, November 15, 2017 Bimonthly Meeting | November 2017
Wed, September 20, 2017 Bimonthly Meeting | September 2017
Wed, July 19, 2017 Bimonthly Meeting | July 2017
Wed, May 17, 2017 Bimonthly Meeting | May 2017
Wed, March 15, 2017 Bimonthly Meeting | March 2017
Wed, January 18, 2017 Bimonthly Meeting | January 2017
Wed, November 16, 2016 Bimonthly Meeting | November 2016
Wed, September 21, 2016 Bimonthly Meeting | September 2016
Wed, July 20, 2016 Bimonthly Membership Meeting | July 2016
Wed, May 18, 2016 Bimonthly Membership Meeting | May 2016
Wed, March 16, 2016 Bimonthly Membership Meeting | March 2016

GREATER NORTH SHORE ESTATE & FINANCIAL PLANNING COUNCIL
1018 W. Madison, Ste. 9, Chicago, IL 60607 | Tel. 708.338.0760 | Email:  gnsefpc@navandassoc.com
Copyright © 2016 Greater North Shore Estate & Financial Planning Council. All Rights Reserved.

Powered by Wild Apricot Membership Software