| November 14, 2019 |
General Meeting
Wendy S. Goffe |
| September 19, 2019 |
GENERAL MEETING: VALUATION FOR ESTATE PLANNING PURPOSES
Brianne Tyler, MBA, CPA, CVA |
| May 16, 2019 |
GENERAL MEETING: ABC’s OF SPOTTING TRANSFER TAX ISSUES
Fabio Ambrosio, J.D. LL.M., MBA, CPA/PFS/ABV |
| April 10, 2019 |
NAEPC Webinar: Opportunity Zone Program
Marc Schultz |
| March 21, 2019 |
General Meeting
TBD |
| February 21, 2019 |
February 21, 2019 Roundtable
Open Discussion |
| January 17, 2019 |
End of Life Planning
Sally McLaughlin |
| November 15, 2018 |
Recent Developments in Washington's Guardianship Law
Robert B. Nettleton |
| September 20, 2018 |
ABLE Accounts
Joshua Brothers |
| May 17, 2018 |
Infosecurity
Isabelle Molamphy |
| January 18, 2018 |
Valuing Assets that are Hard to Value
Robert V. Boeshaar |
| May 19, 2016 |
2016-05 May Member Meeting - Medicaid Planning
TBD |
| March 17, 2016 |
2016-03 March Member Meeting - P&L Evaluation: Why/Why Not Invest in Growth
TBD |
| January 21, 2016 |
2016-01 January Member Meeting - 2.5M to 5.0M Estates
TBD |
| November 19, 2015 |
2015-11 2nd Annual SPSEPC CE Seminar
TBD |
| September 17, 2015 |
2015-09 September Member Meeting - Business Entity Selection - C Corp, S Corp, LLC, etc
TBD |
| May 21, 2015 |
2015-05 May Member Meeting - Membership Meeting
Membership Meeting & Social |
| March 19, 2015 |
2015-03 March 19 Member Meeting: TEDRA - An Overview with Applications
J. Michael Morgan, Worth Law Group |
| January 15, 2015 |
2015-01 January Member Meeting: WA State Medicaid Policy & LTC Partnership Program
Catherine Kinnaman |
| November 6, 2014 |
2014-11 1st Annual Continuing Education Seminar
|
| September 18, 2014 |
2014-09 September Member Meeting - Conservation Easements
Mark Peternell |
| May 15, 2014 |
2014-05 May Member/Guest Meeting
|
| March 20, 2014 |
2014-03 March Member Meeting: Exploitation in Estate Planning
Robin Balsam |
| January 16, 2014 |
2014-01 January Member Meeting: Social Security 2014
Mistee Messing, Operations Supervisor, Olympia Social Security Office |
| November 21, 2013 |
2013-11 November Member Meeting
Washington HealthPLanFinder & You |
| September 19, 2013 |
2013-09 September Member Meeting
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