2022 SEPC Annual Seminar
Where:
Gonzaga School of Law, Moot Court Room, 712 N. Cincinnati St., Spokane, WA 99220-3528
Parking Directions and Map are attached.
*A Virtual Option will also be available. Please email admin@spokaneepc.org for detailed information on virtual.
Agenda:
Check In begins at 8:00am
Program starts at 8:30am
Lunch Break: 11:45am
Lunch Speaker: Nadine Woodward, Mayor of Spokane
SEPC Member Meeting
Program Resumes: 1:00pm
Program Concludes: 4:30pm
Featured Speakers:
Kit Mac Nee, CFP, CRPC, AEP; Financial Advisor Morgan Stanley - Behavioral Finance
Scott Martin, CPA/ABV, ASA; Anastasi, Moore & Martin PLLC - Business Valuations
Sean R. Bleck, J.D.; Somers Tamblyn Isenhour Bleck, PLLC - Social Security and Washington Medicaid Rules for Special Needs Trusts
Robert Pokorski, MD, MBA; Robert Pokorski Consulting LLC - Longevity Risk: Impact of unexpected longevity and unforeseen events
- Valuation Presentation by Scott Martin
- Bio - Kit Mac Nee
- Bio - Dr. Robert Pokorski
- Bio - Sean R Bleck
- Bio - Scott Martin
- Bio - Mackenzie Marr, CPA
- Current Behavioral Finance Presentation by Kit Mac Nee
- Social Security & WA Medicaid Rules for SNT by Sean R Bleck
- GU Directions & Parking Map
- Agenda
- Decline of Cognitive & Financial Ability by Dr Robert Pokorski
- Long Term Care by Dr Robert Pokorski
- Longevity by Dr Robert Pokorski
