Event Calendar

Wednesday, September 17, 2025

Insights into Effective Wealth, Family Office, and Trust Management presented by the Heartland Chapter (in-person)

Start Date: 9/17/2025 9:00 AM EDT
End Date: 9/17/2025 10:00 AM EDT

Venue Name: Greenleaf Trust

Location:
34977 Woodward Avenue
Suite 200
Birmingham, MI  United States  48009

Organization Name: Private Risk Management Association

Contact:
Chris Goyette
Email: chris.goyette@privateriskmanagement.org
Phone: (888) 317-7762

Insights into Effective Wealth, Family Office, and Trust Management

Please join the Heartland Chapter for Coffee and Networking at Greenleaf Trust

Greenleaf Trust's experience in wealth management, trust administration, retirement plan administration, and family office services brings a focused and strategic approach to financial goals. They are one of Michigan’s first privately held and managed trust-only banks, whose independence frees them from conflicts of interest and ensures their clients’ well-being is at the center of every decision made.

We hope you can join us! 


Online Registration

Registration is Closed
Closed: 9/17/2025 8:00 AM

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