TRI-CITIES ESTATE PLANNING COUNCIL (WA)

Please join us for the Tri-Cities Estate Planning Council meeting on November 16th at Meadow Springs Country Club.

Agenda:

• Opening remarks
• New member introduction
• Meeting minutes
• Treasurer’s report
• Executive board member vote
• 2024 Corporate Sponsor sign up
• Speaker

Speaker: Northwest Retirement Plan Consultants - speaking on the Secure Act 2.0

Entree choices:

• Herb Roasted Prime Rib
• Shrimp & Andouille Cajon Fettuccini
• Roasted Vegetable Medley with Rice

Please review the  bio/applications for potential new members Ted Cohan, John O’Leary, Derek Johnson & Rolland Hofstedt. The documents were attached to the meeting notice email.  If you have any concerns or questions, please let an executive board member know by November 7th.

Please RSVP with your entree selection no later than Tuesday, November 7th .  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 21st!