Tri-Cities Estate Planning (WA) Council Meeting
Please join us for the Tri-Cities Estate Planning Council meeting on Thursday, September 15th at Meadow Springs Country Club.
Agenda:
- Honor deceased member Bob Marple, Sr.
- Officer nomination discussion
- Late membership dues & treasurer's report
- Meeting minutes from May meeting
- Entity change update
- New membership candidates
Applications and resumes for membership candidates will be included in the RSVP email sent out to all members. We request that you review the candidates, if you have an objection to a candidate, please notify the executive board at least 5 days prior as per the bylaws.
Speaker: Ty Haberling - Tax Efficiency Strategies Managing Testamentary Trust Accounts
Bio: Ty Haberling is the Director and Founder of HFG Trust. He is a Certified Financial Planner® that has over three decades of experience helping clients identify personal goals and managing risk. Ty’s primary responsibilities include establishing the firm’s vision, as well as helping clients transition into the next stage of life with the intent to preserve and protect their assets. He is dedicated to building prudent strategies that follow an evidence-based approach.
A native to the Tri Cities area, Haberling is actively involved in the community. He serves as a member of the Kennewick Kiwanis Club since 1986, President and one of the six founders of the Kennewick School Foundation, Finance Chair of First United Methodist Church in Kennewick, and Board Director of Community First Bank.
Thank you to Cornerstone Wealth Strategies, our corporate sponsor for this September meeting. Your support is appreciated.
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. RSVP's are due no later than September 8th.
Entree choices:
- Roasted prime rib
- Pork tenderloin with northwest port sauce
- Indian lentil dahl
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 15th!
