Tri-Cities Estate Planning (WA) Council Meeting
Please join us for the Tri-Cities Estate Planning Council meeting on May 18th at Meadow Springs Country Club.
Agenda:
- Opening remarks
- Meeting minutes
- Treasurer’s report
- Speaker
Speaker: Cindy Aegerter, CFRE - Senior Gift Planner with Thrivent Charitable Impact & Investing
Thank you Leavy Schultz Davis for being the corporate sponsor of this meeting!
Please review the new member application and bio for Clark Permann that were attached to the RSVP email sent out. If you have any questions/objections to his membership, please contact a member of the executive committee before May 9th.
For the May meeting we are running a recruiting initiative where each active member can bring one guest at no charge to that meeting. Guest rules still apply – each guest is allowed to attend one TCEPC meeting per year.
Important Reminder – If you haven’t already paid your 2023 TCEPC dues, now is the time to do so. We have a few remaining members who haven’t yet paid. When you log in to RSVP, you will see on your home page your membership renewal status – just click on “Renew Now”.
Entree choices:
- Herb roasted prime rib
- Jack Daniels pork tenderloin scallopini
- Salmon orange basil w/melted leeks
Please RSVP with your entree selection no later than Tuesday, May 9th. Be sure to include your meal selection as well in the special comments section.
If you will be bringing a guest, please include the name of your guest in your RSVP by adding them as a second attendee. In the “Special Comments” section, add your meal choice and the meal choice of your guest.
You will be prompted to login using your username and password. If you don’t recall your username and password, please open the attachment listed “Updating your Member Listing”.
If you are unable to attend, please click the “unable to attend” box in the payment information section.
Please do not hesitate to email or call Mary Gruen with any questions at 509-582-0570 or mary.gruen@pitonwealth.com.
We look forward to seeing you on the 18th!
