SEPC Annual Seminar May 19, 2020

Date: Tuesday, May 19, 2020
Time: 8:00am - 3:30pm
Location: Via Video Conference
Speaker: See Agenda below

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Please save the date for the Spokane Estate Planning Council's 18th Annual Semiar on May 19, 2020. A full day of continuing education for our members and guests.

 

Agenda for Spokane Estate Planning Council

2020 Annual Seminar

Tuesday, May 19, 2020
Virtual Conference via Zoom

 

7:30 am

REGISTRATION / LOG IN TO ZOOM VIDEO CONFERENCE

8:00 am

Welcome

Monique Corgliano / Bill Ramey

President / Vice President

Spokane Estate Planning Council

8:10 am

Navigating the Charitable Giving Landscape: A View from the Inside

Ginger F. Mlakar

General Counsel & Senior Director

Cleveland Foundation

9:10 am

Tools and Techniques Of Estate Planning For Modern Families

Wendy S. Goffe

Partner

Stoel Rives LLP

10:10 am

Locust Group Study and Rural Philanthropy Transfer of Wealth

Aaron McMurray

Chief Strategy Officer

Innovia Foundation

 

LUNCH BREAK

1:30 pm

Retirement Planning / Insurance

Jim Lusk

President

Retirement Nationwide, Inc.

2:30 pm

Ethics Legislation Update

Stef Taylor

Partner

Randall / Danskin P.S.

Related Document(s):

See Upcoming Event Calendar