(L to R) Jennifer Kelly, attorney at Kelly, Kelly & Kelly and Immediate Past President JAEPC; JAEPC President Monica Moser, President & CEO Jackson Community Foundation; JAEPC Secretary Brad Brelinski, attorney at Curtis, Curtis & Brelinski; panelist and JAEPC Treasurer Steve Patch, CPA, Lally Group; and JAEPC Director At Large Anne Campau, attorney at Chalgian & Tripp.
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Photo by Mary Steinmetz
The Jackson Area Estate Planning Council met July 13 at Veritas in downtown Jackson, for a panel discussion on investment risk with perspectives from a CPA, financial advisor, and insurance representative.
The next meeting will be Sept. 16 at the Jackson Country Club.
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