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Ryan T. Fleming, CLU, ChFC, CFP, Pacific Capital Resource Group

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Past Events

 

December 2011 Quarterly Dinner Meeting
Date: December 7, 2011
Location: The Rainier Club

Speaker:  Terrance Franklin, Sacks Glazier Franklin & Lodise

Topic:  Seven Deadly Claims

Franklindinner#1.pdf


September 2011 Dinner Meeting
Date: September 21, 2011
Location: The Rainier Club

Speaker:  Gail Mautner, JD

Topic: The New WA Trust Act Amendments & How They Will Affect Your Clients

ABaker'sDozen...WATrustLaw.PDF


May 18, 2011 Dinner Meeting
Date: May 18, 2011
Location: The Rainier Club

Topic:  Estate Planning and Administration under the Tax Relief, Unemployment Insurance Reathorization, and Jobs Creation Act of 2010

Seattle2011Outline.pdf


February 16, 2011 Quarterly Dinner Meeting
Date: February 16, 2011
Location: The Rainier Club

Dinner Meeting featuring William (Trey) Cousins

MicrosoftPowerPoint-Seattle-EstatePlanning.pdf







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