Past Events

May 15, 2024 Legacy with Impact: Intentional Giving & Planning Options for Clients
Elena Thandiwe Pullen-Venema
March 20, 2024 Understanding Washington State Estate Tax Issues
Melinda Mandell
January 17, 2024 Goal-based Wealth and Tax Management for Long Term Care and Medicaid Planning
Ted Markow CFP, CLU
November 8, 2023 How to Provide Proper Financial Care and Advocacy for Your Vulnerable Clients
John Gardner, CPA, CPGC
October 24, 2023 Charitable Giving and Estate Planning - Lunch and Learn
Brad Tuininga; Kevin De Young, CPA, AEP®; David Neubeck CELA; Justin Gross CFP®; John Chesbrough CFP®
September 27, 2023 Case Study Collaboration Exercise
Katti Esp and Justin Gross
May 17, 2023 1031 Exchanges
Gale Hickok, Guardian Northwest Title Company
March 15, 2023 Family Dynamics & Intergenerational Conflict: Preserving Family Wealth and Harmony
Susan Rounds
January 18, 2023 Special Needs Trust Planning
Jacob Menashe, JD Hickman Menashe
November 9, 2022 Ten Ways to Protect Your Client's Digital Assets
Betsy L. Ehrenberg
October 24, 2022 Estate Planning Counsel of Seattle: The 67th Annual Estate Planning Seminar
September 21, 2022 Case Study Collaboration Exercise
Katti Esp, Wealth Retention Services and Justin Gross, Financial Plan, Inc.
May 18, 2022 The Great Wake Up Call - How the Pandemic has made us rethink digital life after death
Alyssa Raskovic
March 16, 2022 Charitable Giving Strategies
David Lawson, Davis Wright Tremaine
January 19, 2022 Year-End Tax Planning including an overview of the New Tax Laws
Rachel L Votto, CPA, AEP, with BDG-CPA’s
November 17, 2021 What Every Financial Professional Should Know about College Funding and Financial Aid
Paula Bishop, CPA, Financial Aid for College Advisor
September 14, 2021 Defensive Retirement Strategies to Make Meaningful Estate Plans
Jim Lusk, CFP, ChFC, CLU, MEd
May 19, 2021 Transition by Design – Successful Succession of the Family Business and Wealth
Susan Rounds, JD, CPA, LLM, AEP®, TEP, Head of Wealth Planning – Western Region
March 17, 2021 The Thief in your Family - Forensic Accounting
Tiffany Couch, CPA/CFF, CFE
January 20, 2021 Long-Term Care Insurance and the Importance of Long-Term Care Planning
Nathan Sanow, President, MasterCare America
November 18, 2020 Fiduciary Responsibilities under Washington's Power of Attorney Act
Sheila C. Ridgway, Ridgway Law Group, P.S.
September 16, 2020 Common Concerns and Best Practices When Working with Clients in Grief
Christopher Dale, CFP®
May 20, 2020 Virtual meeting to elect officers
Board President
March 18, 2020 CANCELLED
November 20, 2019 Trust Accounting Income: When "Income" isn't Income. Or is it?
David Green
September 18, 2019 Collaboration Workshop
May 15, 2019 US Attorney for Drug Enforcement Agency
Steven Briggs
March 20, 2019 Special Needs Trusts vs. ABLE Accounts
Darryl Lynch
January 16, 2019 “Beneficiary Designations – How to Get Back at your Family”
Paul Viren, CLU, ChFC, AEP
November 14, 2018 Introduction & Usage of Specialty Trusts: IDGTs, GRATs, CLATs, QPRTs, CRTs
Tyler Mickey, CPA
September 19, 2018 Collaboration Workshop - San Juan Cruise
Collaboration Workshop
August 8, 2018 NAEPC Webinar - Philanthropic Times, They are a Changing
Betsy Brill, MBA; Laura Malone, CAP®, CEPA; Jennifer Klein Strauss, JD
May 16, 2018 Donor Advised Funds and the Family Estate Plan
Kendra VanderMeulen
March 21, 2018 Navigating Tax Reform: Key Provisions Affecting Privately Held Businesses and Their Owners
Christopher Hesse, CPA
January 17, 2018 High Performance Teaming and Professional Collaboration
Collaboration Workshop
December 13, 2017 Webinar - A December Guide to the Trump Tax Act: Where We Stand and New Planning Opportunities
Steven J. Oshins, JD, AEP® (Distinguised)
November 8, 2017 Business Succession Planning - Protecing the family legacy using life insurance
Vinente Pina, AEP, CLU, ChFC
October 11, 2017 NAEPC Webinar: Integrating Asset Protection Planning Into Your Estate
Douglass S. Lodmell, JD, LL.M., Managing Partner & Co-Founder, Lodmell & Lodmell
September 20, 2017 The Use of Reverse Mortgages in Retirement Planning
Shelley Giodano
September 13, 2017 Board Meeting
August 9, 2017 Estate Planning Through an Asset Protection Lens - It's Not Just Self-Settled Trusts
Gideon Rothschild, JD, CPA, AEP® (Distinguished)
July 12, 2017 Webinar - "Meet the Rileys: Can this Case be Closed?"
Philip Cubeta, CLU®, ChFC®, MSFS, CAP®
June 14, 2017 Webinar: A Potpourri of Planning Ideas with Life Insurance
Lee J. Slavutin, MD, CLU®, AEP® (Distinguished)
May 17, 2017 May Meeting-"Collaboration Workshop" Sponsor Financial Plan Inc.
Collaboration Workshop
May 10, 2017 Effective Estate Planning for Diminished Capacity; Can You Really Avoid Guardianship
Diana S.C. Zeydel, JD, LL.M., AEP® (Distinguished
May 10, 2017 Board Meeting
April 19, 2017 Webinar: - Valuation Issues in Estate Planning David P. Adams, CPA, ABV, ASA
David P. Adams, CPA, ABV, ASA
March 15, 2017 What’s your clients’ plan for making it through retirement? Annuities
JF Mannina-AVP
March 8, 2017 Webinar: Negative Basis Partnership Freeze Jerome4444M. Hesch, MBA, JD, AEP® (Distinguished)
Jerome M. Hesch, MBA, JD, AEP® (Distinguished)
March 8, 2017 Board Meeting
February 8, 2017 Webinar: Powers of Appointment Turney P. Berry, JD, AEP® (Distinguished)
Turney P. Berry
January 18, 2017 January Meeting-Marcia K. Fujimoto -" QTIP Elections," Sponsor Barron Smith Daugert, PLLC
Marcia K. Fujimoto, Partner Miller Nash Graham & Dunn LLP
January 11, 2017 Board Meeting
November 9, 2016 November General Meeting-Jon C. Snare, Wells Fargo Private Bank - "Fiduciary Investing" . Sponsor Metcalf Hodges
Jon C. Snare, CFA, CFP®
November 2, 2016 Board Meeting
September 21, 2016 September General Meeting- Rod Zeeb, The Heritage Institute- Sponsor Whatcom Community Foundation
Rob Zeeb, JD, HDP The Heritage Institute
September 21, 2016 September Meeting-PRE-EVENT CANCELLED
Rob Zeeb, The Heritage Institute
September 14, 2016 Board Meeting
August 26, 2016 NWEPC Summer Family Concert
The Naughty Blokes -Family friendly
May 18, 2016 May Meeting
Jeff Crollard, Attorney
May 11, 2016 Board Meeting
March 16, 2016 March "Import/Export of People"
Ranko Princip, CPA, MA
March 9, 2016 Board Meeting
January 20, 2016 January "Business Valuations"
Donny Springer, ASA /Principal & Shareholder
January 13, 2016 Board Meeting
November 11, 2015 November "How to Find a Missing Heir"
Laureen Janzen, M.A.
November 4, 2015 Board Meeting
September 16, 2015 September "How to Differentiate Term Policies"
Paul Viren CHFC, CLU
September 9, 2015 Board Meeting
June 2, 2015 2015-2016 Board Retreat Agenda
May 20, 2015 May General Meeting
Stephen Bigge, CPA, CSEP, a partner with Keebler & Associates will present on trust taxation and strategies in today's tax landscape.
May 13, 2015 Board Meeting
March 18, 2015 March General Meeting
Nate Rothbauer, CPA with McGladrey LLP will present on the deceased spouse unused exemption election.
March 11, 2015 Board Meeting
January 21, 2015 January General Meeting
LaVerne Woods, a Partner with Davis Wright Tremaine will present on donor advised funds.
January 14, 2015 Board Meeting
November 19, 2014 November General Meeting
Alan Pratt, CEP, CAP with Pratt Legacy Advisors will present on collaborating with allied professionals.
November 12, 2014 Board Meeting
October 9, 2014 For Members Only: NWEPC Presents Two Evenings of Estate Planning
Topics include Wills vs. Trusts, Current Tax Implications and the Benefits of Charitable Giving
October 2, 2014 For Members Only: NWEPC Presents Two Evenings of Estate Planning
Topics include Wills vs. Trusts, Current Tax Implications and the Benefits of Charitable Giving
September 17, 2014 September General Meeting
Andrew Thomas, CLU, ChFC with TIAA CREF will present on what fiduciaries (or prudent investors) should look for in life insurance.
September 10, 2014 Board Meeting
Board of Directors
May 21, 2014 Your Chance to Shine-
NWEPC membership
May 14, 2014 Board of Directors Meeting
March 19, 2014 General Meeting "TEDRA and Trust Accounting" with Michael Olver and Christopher Lee
Michael Olver and Christopher Lee, of Helsell Fetterman LLP: TEDRA and Trust Accounting.
March 12, 2014 Board of Directors Meeting
January 15, 2014 General Meeting : "Charitable Estate Gifts: Changing The Conversation" with Betty Krejci, Dir. of Dev.
Betty Krejci, Director of Development, Lifeworks NW: Legacy planning.
January 8, 2014 Board of Directors Meeting
November 13, 2013 General Meeting-"How Much Life Insurance is Needed, and the factors in determining the right amount."
Christopher Bixby, CFP, EA Key Private Bank:
November 6, 2013 Board of Directors Meeting
September 18, 2013 General Meeting
Hugh Lewis, Attorney at Law
September 11, 2013 Board of Directors Meeting
June 5, 2013 NWEPC Board Retreat
May 15, 2013 The Stand-Up Economist
Yoram Bauman, Ph.D.
March 21, 2013 Estate Planning Seminar - Part 2
Members of NWEPC
March 20, 2013 International Estate Planning in a Nutshell
Attorney Akane R. Suzuki of Garvey Schubert Barer (Seattle, WA)
March 14, 2013 Estate Planning Seminar - Part 1
NWEPC Members
January 16, 2013 Portfolio Management-Global Investing
Russell Investments
November 14, 2012 "Social Security Disability and Retirement"
Jacob Menashe of Hickman Menashe, P.S.
September 19, 2012 WA State Insurance Commissioner Office
Vic Overholt - Fraud Investigations
May 16, 2012 General Membership Meeting
John W. Moles (Moles Family Funeral Homes & Crematory)
May 9, 2012 Board Meeting
March 21, 2012 General Membership Meeting
Kevin Forman, CLTC
March 14, 2012 Board Meeting
January 18, 2012 General Membership Meeting
Gregory Tevis, JD, CFP
January 11, 2012 Board Meeting
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