Past Events

	TRI-CITIES ESTATE PLANNING COUNCIL (WA)	MEMBER LOGIN
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March 21, 2024	Tri-Cities Estate Planning (WA) Council Meeting Michelle Clary - "Perfecting the tedious art of financial planning for widow"
January 25, 2024	Tri-Cities Estate Planning (WA) Council Meeting Brian Newhouse - Business Valuation and their application in Estate Planning
November 16, 2023	Tri-Cities Estate Planning (WA) Council Meeting Northwest Retirement Plan Consultants
September 21, 2023	Tri-Cities Estate Planning (WA) Council Meeting
May 18, 2023	Tri-Cities Estate Planning (WA) Council Meeting Cindy Aegerter, CFRE - Senior Gift Planner with Thrivent Charitable Impact & Investing
March 16, 2023	Tri-Cities Estate Planning (WA) Council Meeting Beau Ruff - Estate tax exemption presentation and case study
January 26, 2023	Tri-Cities Estate Planning (WA) Council Meeting Darren Szendre, CPA “Employee Retention Tax Credit and other 2023 tax topics your clients need to know”.
November 17, 2022	Tri-Cities Estate Planning (WA) Council Meeting Mark Manthei with Summit Funding - Reverse mortgages and other ways to access home equity
September 15, 2022	Tri-Cities Estate Planning (WA) Council Meeting
May 19, 2022	Tri-Cities Estate Planning (WA) Council Meeting
March 24, 2022	Tri-Cities Estate Planning (WA) Council Meeting
January 20, 2022	Tri-Cities Estate Planning (WA) Council Meeting
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