2023 Annual Seminar

Date: Tuesday, May 23, 2023
Time: 8:00am - 4:30pm
Location: Hemmingson Auditorium, Gonzaga University
Speaker: William Etter, Grant Forsyth, Kevin Sell, Jamie Mendelsohn, John A. Warnick

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Annual SEPC Conference

Hemmingson Center, Basement Auditorium, 702 E. Desmet
Enter through Northwest Entrance, Double doors, go down the stairs, Auditorium is on the right
 

8:00 am

Welcome

Kristi Bushnell / Andy Hastings

President / Vice President

Spokane Estate Planning Council

8:15 am

Welcome from Gonzaga University

Joseph “Joe” Smith

Chief Financial Officer and Treasurer

Gonzaga University

8:30 am

Generational Estate Planning -              

Strategies for Preserving the Family Vacation Home

William Etter, J.D., LL.M

Shareholder, Foster Garvey PC

 

9:30 am

National & Regional Economic Outlook

Grant Forsyth, Ph.D.

Chief Economist, Avista Corp.

10:30 am –

10:45 am

Break

10:45 am

Life Settlements and Life Insurance Valuation Solutions for Estate and Tax Professionals

Jamie Mendelsohn

Executive Vice President, Ashar Group

 

11:45 am –

1:15 pm

Lunch Break

Speaker: Mateusz Wolski, Spokane Symphony

SEPC Member Meeting

Ballroom, Hemmingson Center, 3rd Floor

1:30 pm

Purposeful Trusts and Legacies –

5 Simple but Revolutionary Suggestions

John “John A” Warnick, J.D.

Founder, Purposeful Planning Institute

2:30 pm –

2:45 pm

Break

2:45 pm

Recent Tax Developments, Including Secure Act 2.0

Kevin Sell, C.P.A.

Managing Shareholder, HMA CPA, P.S.

3:45 pm --

4:00 pm

Closing Remarks and Adjournment

4:00 pm

Happy Hour at Hemmingson Center

 

 

 

Spokane Estate Planning Council is inviting you to a scheduled Zoom meeting.

Topic: SEPC Annual Conference
Time: May 23, 2023 08:00 AM Pacific Time (US and Canada)

Join Zoom Meeting
https://us06web.zoom.us/j/88935845771  

Meeting ID: 889 3584 5771
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