Tri-Cities Estate Planning (WA) Council Meeting

Date: Thursday, November 21, 2024
Time: 6:00pm - 8:00pm
Location: Meadow Springs Country Club
Speaker: Nathan Burt - Background on BOI Reporting and Practical Tips

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Date: Thursday, November 21, 2024

Time: 6:00pm - 8:00pm
Location: Meadow Springs Country Club

Please join us for the Tri-Cities Estate Planning Council meeting on November 21, 2024, at Meadow Springs Country Club.

Agenda:

  • Opening remarks
  • Meeting minutes
  • Treasurer’s report
  • 2025 executive board approval
    • President: Randall Jobs
    • Vice President: Ben Goodey
    • Secretary: Blaine Carr
    • Treasurer:  Bonnie (Santschi) Walter
    • At Large: No nominations
  • Bylaw amendment vote
  • Speaker

Speaker: Nathan Burt, speaking on: Background on BOI Reporting and Practical Tips

Thank you to our corporate sponsor for this meeting – Leavy Schultz Davis!

Entree choices:

  • Herb Roasted Prime Rib (min order is 20, if min. isn’t met, Meadow Springs with serve a steak option of their choice)
  • Chilean Seabass
  • Eggplant Milanese

Please RSVP with your entree selection no later than Tuesday, November 12th

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!

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