Tri-Cities Estate Planning (WA) Council Meeting
Please join us for the Tri-Cities Estate Planning Council meeting on January 20th at Meadow Springs Country Club.
Agenda:
- Introduce new members
- Review past president history
- Minutes & Treasurer's report from November meeting
- Discuss and vote on bylaws proposal
- Tax return & entity update
Speaker: George Cicotte - who will be discussing the SECURE Act & various retirement plan designs
Please refer to the attached documents:
- Draft TCEPC restated bylaws
- Updating your contact info for the website
Click on the "Login now" tab (at the bottom of this page) to sign in to the website and RSVP for the meeting. When submitting your RSVP please include your meal selection as well in the "Special Comments" section.
Entree Choices:
- Herb roasted prime rib
- Chicken Wellington
- Charred asaragus and English pea risotto
If you will be brining a guest, please add your guest as a second attendee. You will be prompted to pay the guest fee of $50 on the website. Please add your guests meal selection in the "Special Comments" section as well.
Questions? Please contact Mary Gruen at 509-582-0570 or mary.gruen@pitonwealth.com
We look forward to seeing you on the 20th!