Tri-Cities Estate Planning (WA) Council Meeting
Please join us for the Tri-Cities Estate Planning Council meeting on Thursday, March 24th at Meadow Springs Country Club.
Agenda:
- Opening remarks
- Treasurer's report and meeting minutes from January meeting
- Vote on bylaws proposal
Speaker: David Specht - The Empathetic Advisor
Dave Specht is the Director of the Drucker School Global Family Business Institute. Prior to the Drucker School he spent nearly 5 years developing the Family Dynamics Program at Wells Fargo Private Bank. While there he trained over 2,500 of their top advisors to incorporate the non-financial components of generational business and wealth continuity. Before Wells, he founded a family business consulting firm called, Advising Generations and served on the faculty at The University of Nebraska where he established their family business program. Specht is a two time author. His latest book is called, “The Family Business Whisperer.” His personal mission in this work is to, “Preserve Families and Perpetuate Businesses.” He is happily married and has 6 children. Dave studied Business Administration at Brigham Young University-Idaho and received a Master’s Degree in Tax and Financial Planning from San Diego State University.
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
- Salmon Creole
- Grilled Eggplant (served over creamy polenta with a tomato basil salsa)
If you will be bringing 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 guest's 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 24th!
