Past Events

November 21, 2024 Tri-Cities Estate Planning (WA) Council Meeting
Nathan Burt - Background on BOI Reporting and Practical Tips
September 19, 2024 Tri-Cities Estate Planning (WA) Council Meeting
Shea Meehan - Modernizing Professional Law Practice
May 16, 2024 Tri-Cities Estate Planning (WA) Council Meeting
Andrew Benson - Trust and Estate Dispute Resolution
March 21, 2024 Tri-Cities Estate Planning (WA) Council Meeting
Michelle Clary - "Perfecting the tedious art of financial planning for widow"
January 25, 2024 Tri-Cities Estate Planning (WA) Council Meeting
Brian Newhouse - Business Valuation and their application in Estate Planning
November 16, 2023 Tri-Cities Estate Planning (WA) Council Meeting
Northwest Retirement Plan Consultants
September 21, 2023 Tri-Cities Estate Planning (WA) Council Meeting
May 18, 2023 Tri-Cities Estate Planning (WA) Council Meeting
Cindy Aegerter, CFRE - Senior Gift Planner with Thrivent Charitable Impact & Investing
March 16, 2023 Tri-Cities Estate Planning (WA) Council Meeting
Beau Ruff - Estate tax exemption presentation and case study
January 26, 2023 Tri-Cities Estate Planning (WA) Council Meeting
Darren Szendre, CPA “Employee Retention Tax Credit and other 2023 tax topics your clients need to know”.
November 17, 2022 Tri-Cities Estate Planning (WA) Council Meeting
Mark Manthei with Summit Funding - Reverse mortgages and other ways to access home equity
September 15, 2022 Tri-Cities Estate Planning (WA) Council Meeting
May 19, 2022 Tri-Cities Estate Planning (WA) Council Meeting
March 24, 2022 Tri-Cities Estate Planning (WA) Council Meeting
January 20, 2022 Tri-Cities Estate Planning (WA) Council Meeting
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