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upcoming events

All meetings are slated to be in person for the 2021-2022 season.

    • Wed, March 22, 2023
    • 7:30 AM - 9:30 AM
    • Virtual

    The March 22, 2023, meeting will include a presentation by Stacy Singer, on the topic "The Estate Planner's Guide to Religious Implications in Estate Planning". 

    When an estate planning attorney is working with someone strong in their faith, especially when that client has a different faith than that of the attorney, doesn't the attorney provide a greater service to the client with an understanding of how the client's faith might impact their estate plan? In this presentation, Stacy Singer will discuss how the religious requirements of Christianity, Islam and Judaism may impact the estate planning for clients who practice those faiths. The ethical implications of those requirements will also be discussed.

    Stacy E. Singer

    Stacy E. Singer is the National Practice Leader for Trust and Wealth Advisory Services at The Northern Trust Company, where she works closely with trust professionals on all aspects of the delivery of fiduciary services to clients nationally and with wealth advisory professionals on the delivery of proactive wealth planning advice. She previously served as the National Director of Estate Settlement Services. Ms. Singer joined Northern Trust in 2003. 

    Ms. Singer was previously a Vice President in the Estate Administration Division at Harris Trust & Savings Bank in Chicago, where she handled the administration of decedent, minors and disabled estates. Prior to Harris, she was a member of the estate and succession planning department at Burke, Warren, MacKay & Serritella, P.C., where she specialized in estate and succession planning strategies, estate and trust administration and guardianship for minors and disabled adults. She has been appointed as a Guardian ad Litem in both decedent and disabled estates and as a Special Administrator in decedent estates.

    Stacy joined Northern Trust as a Vice President in June, 2003 as an Estate Administrator, and then served as a Manager of Administration in the Estate Settlement Services Group, managing a team and handling account acceptance and risk management for the division. Prior to joining Northern Trust, Stacy was a Vice President in Estate Administration at Harris Trust & Savings Bank. Stacy was previously in private law practice, as an Associate at Burke, Warren, MacKay & Serritella, P.C. from 1995 to 1999 and as an Associate at Chuhak & Tecson, P.C. from 1993 to 1995.

    Stacy received a B.A. degree in Political Science with high honors from the University of Michigan and a J.D. degree from the University of Michigan Law School. Stacy also holds a Certified Private Wealth Advisor designation.

    THANK YOU TO OUR SPONSOR

    Location:

    • Virtual
    • Wed, May 10, 2023
    • 7:30 AM - 9:30 AM
    • Maggiano's - 4999 Old Orchard Shopping Ctr, Space #A28 Skokie, IL 60077
    Register

    The May 10, 2023, meeting details are coming soon! 

    Thank you to our sponsor

    Location:

    • Maggiano's Little Italy Old Orchard - 4999 Old Orchard Shopping Ctr, Space #A28 Skokie, IL 60077

    Rates: 

    • Season Pass Members: Free
    • Regular Members and member's guests: $30 in advance, $36 at the door
    • Non-members: $50

    Agenda: 

    • 7:30 A.M. Networking
    • 8:00 - 9:00 A.M. Presentation
    • 9:15 A.M. Meeting Adjourns


Past events

Wed, January 25, 2023 Economic Outlook for 2023
Wed, November 16, 2022 Cash Isn’t Always King: Maximizing Charitable Impact with Non-cash Assets
Wed, September 21, 2022 Cryptocurrency: What You Need to Know!
Wed, May 18, 2022 The Supplemental Needs Trust: A Supple, Flexible, Powerful Tool
Wed, March 23, 2022 Transaction Environment for Business Owners – Recap of 2021 and How Business Owners Should be Positioned for 2022
Wed, January 19, 2022 Time of Transitions: Economic Outlook for 2022
Wed, January 19, 2022 2022 Meetings
Wed, November 17, 2021 Strategic Roads to Resolution
Wed, September 22, 2021 The Life Insurance Goes Right Here
Tue, July 27, 2021 Ravinia! Member Appreciation Event
Fri, May 28, 2021 Virtual Networking with Illinois EPCs
Wed, May 19, 2021 Estate Tax Developments: 2021 and Beyond
Wed, March 17, 2021 Bimonthly Meeting | March 2021
Wed, January 20, 2021 Bimonthly Meeting | January 2021
Wed, November 18, 2020 Bimonthly Meeting | November 2020
Fri, October 30, 2020 Networking Event - October 30, 2020
Wed, September 16, 2020 Bimonthly Meeting | September 2020
Wed, September 02, 2020 Networking Event - September 2, 2020
Wed, July 22, 2020 Bimonthly Meeting | July 2020
Tue, July 14, 2020 Networking with Will and Jonathan
Wed, May 20, 2020 Bimonthly Meeting | May 2020
Wed, March 18, 2020 UPDATE: The Bimonthly March Meeting has been cancelled due to public health concerns over COVID-19 and rescheduled for July 15
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
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