Where the Rubber Meets the Road in Estate Planning
Putting what you know into practice is where the rubber meets the road. Come learn about specific scenarios where challenges were presented, and lessons were learned. Our panel will provide insights into actual estate planning cases, giving you ideas for your own practice.
Diane Kiepe,JD, LLM, Vice President
Areas of focus:
Estate and Trust Planning
Wealth Transfer and Protection
Probate and Estate Administration
Taxation
Education:
University of Memphis, J.D., 1993
University of Miami, Taxation, 1994
Professional and Community Associations:
Washington State Bar Association
Spokane County Bar Association
Spokane Estate Planning Council
FPA Spokane Chapter
Jennifer J. Hicks, CAP, CFRE, Treasurer
Areas of focus:
Philanthropy Advising
Non-profits
Education and Designations:
Eastern Washington University, BA 1994
American College of Financial Services, Chartered Advisor in Philanthropy (CAP) 2021
Purposeful Planning Institute, Mastery Program, Purposeful Trusts & Legacies
Certified Fund Raising Executive CFRE 2019
Professional Associations:
Inland Northwest Planned Giving Council
Spokane Estate Planning Council
Purposeful Planning Institute
C. Eric Christiansen, CFP® Financial Planner
Area of Focus:
Financial Planning
Education & Designations:
Gonzaga University BA Business Finance 1996
Certified Financial Planner 1999
Professional Associations:
Financial Planning Association
Spokane Estate Planning Council
Rotary Chapter 21
First Presbyterian Christian School
Join Zoom Meeting
https://us06web.zoom.us/j/81066396458
Meeting ID: 810 6639 6458
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Meeting ID: 810 6639 6458
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