2014-11 1st Annual Continuing Education Seminar
WELCOME to our first annual SPSEPC Continuing Education Conference, which will take place Thursday, November 6th 2014 at the Worthington Center at St. Martin’s University, from 1:00 PM to 5:00 PM.
TOPICS INCLUDE:
Swiss Army Knife of Estate Planning. Panel discussion, led by Attorney, Al Falk, CFP/CLU Gregory "Paco" Wong, and a CPA focusing on tips, techniques and strategies for planning for 2 to 5 Million Dollar Estates.
All in the Family. Using limited liability companies to transfer wealth led by Attorney, Jesse Rodman.
CRAT, CRUTs, GRAT, GRUTs -- Moving Beyond the Alphabet. The process and the mechanisms for real-world charitable giving, led by a CPA and The Community Foundation’s Norma Schuiteman.
Attendees will receive 4.0 CPE, CLE, and CFP credits. Snacks and refreshments will be provided.
Cost is FREE for SPSEPC members and $50.00 for non-members.
Please register and pay online at southpugetsoundepc.org/events.