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- Posted March 26, 2026
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‘Education Planning’
Panel Speakers (l-r) Kasey
Altenbernt, Prudential; JAEPC Immediate Past President and panel moderator
Nathan Mahan, Northwestern Mutual; JAEPC President Dylan Thomas, Generations
Financial; and Herbert Rotich, Director of Student Financial Services, Spring
Arbor University;
The Jackson Area Estate Planning
Council (JAEPCI) met March 11 at Spring Arbor University (SAU) with the topic
‘Education Planning: Your Client's Second Biggest Goal.’
Mike Jors, Southern Michigan Bank
& Trust.
SAU student Kendall Armstrong; JAEPC Vice President Dan Vander Hill, SAU; and Monica Moser, President & CEO Jackson Community Foundation.
(l-r) JAEPC Secretary attorney
Brad Brelinski, Curtis, Curtis & Brelinski; and JAEPC Director at Large
attorney Chad McDonald, Abbott, Thomson, Mauldin, Parker, Beer & Lindsey.
(l-r) Curtis and Brelinski, attorneys Ethan Loch and JAEPC Secretary Brad Brelinski, with guest Dean Adkins, Business Development, Credit Union Trust, Troy.
Rebecca Houghton, Director of Prospect Research & Grants, SAU Office of Advancement; and attorney Richard Mills, Senior Counsel, Smith Haughey Rice & Roegge, Ann Arbor.
(l-r) Brian Knapp, SAU Director of Public Relations; and attorney John Kane, Hillsdale College.
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