 |
|
 |
|
|
|
Principal - Saginaw, Managing Principal - Marlette
petben@yeoandyeo.com
peter.bender@genworthrr.com
Peter J. Bender was elected Principal of Yeo & Yeo, P.C. on January 1, 2004 and became the Managing Principal of the Marlette office in July 2005. He is located in the Saginaw office. He is a member of the firm’s Financial Services team, Audit team, and Estate Planning team. He joined the firm in 1988.
Expertise:
Auditing employee benefit plans and for-profit businesses
Investments, estate, tax and financial planning
Preparing individual, small business, and fiduciary tax returns
Certifications:
CERTIFIED FINANCIAL PLANNERTM Certification
Investment Advisor Representative
Registered Representative with Genworth Financial Securities Corporation, member FINRA/SIPC
Professional Memberships:
AICPA Employee Benefit Plan Audit Quality Center
American Institute of CPAs
Michigan Association of CPAs
Financial Planning Association
Publications/Seminars:
Published articles in the firm’s Nonprofit Perspectives newsletter
Seminars on financial planning, tax law and tax planning
Tax and investment planning article in Saginaw County Chamber Business Advocate
Community Involvement:
Treasurer of the Camp Rotary Foundation
Vice Chairman of Frankenmuth Credit Union Board of Directors
Lutheran Homes of Michigan Audit Committee
Treasurer of Lutheran Retreat Ministries Association
Member and past president of the Saginaw Rotary Club
Past treasurer of St. Lorenz Lutheran Church in Frankenmuth
Instructor for Junior Achievement of Saginaw County
Graduate of Leadership Saginaw Class of 2000 |
 |
|
|
|
|
|
|
|
|
|
|
|
|
|
