July 2020 Virtual Business Meeting

Date: Wednesday, July 22, 2020
Time: 3:00pm - 3:45pm
Location: ZOOM

July 22, 2020 

EPC Seattle Annual Business Meeting

3:00pm - 3:45pm 


Council Updates:​

  • Estate Planning Seminar 2020
  • Council Check - In

Treasurer's Report

Vote on new slate of officers 

Hot Topic - "Washington Estate Tax Special Notice" by Jolene Cox



We are pleased to announce the slate for the 2020-2021 EPC Board, including three new additions to the Board: David Fain, Allison Kollack, and Anna Cashman.


Please be prepared to vote to approve or decline the slate, listed in full below:

Steven J. Schindler, JD
Perkins Coie LLP

President Elect
Jolene G. Cox, CPA
Deloitte Tax LLP

J. Kim Cacace, CTFA
BNY Mellon Wealth Management

David Fain, CFP®
MCM Financial

Immediate Past President
Kathryn Haggitt Fisher, CFP®

Seminar Chair
Dan Halos, ChFC, CLU
The Bailey Group

Executive Committee
Bobby Gentry, CFP®
Freestone Capital Management

Executive Committee
William C. Jaback, CPA
Partners in Care

Executive Committee
Anna Cashman, JD
Kutscher Hereford Bertram Burkart Brown & Cashman

Executive Committee
Allison Z. Kollack, CPA, MST
King & Oliason, PLLC

See Upcoming Event Calendar