2022 SEPC Annual Seminar

Date: Tuesday, May 17, 2022
Time: 8:30am - 4:30pm
Location: Gonzaga University, Law School, Moot Court Room
Speaker: Robert Pokorski, MD, MBA; Sean R. Bleck; Scott Martin, CPA/ABV, ASA; Kit Mac Nee, CFP, CRPC, AEP

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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

Related Document(s):

See Upcoming Event Calendar