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DTSTART:20200722T220000Z
DTEND:20200722T224500Z
LOCATION:ZOOM
UID:1966120200722T220000ZJuly 2020 Virtual Business Meeting 
DTSTAMP:20260501T184056Z
DESCRIPTION:\nâJuly 22, 2020 \n \nEPC Seattle Annual Business Meeting\n \n3:00pm - 3:45pm \n \nAgenda\n \nCouncil Updates:â\n Estate Planning Seminar 2020 Council Check - In \nTreasurer's Report\n \nVote on new slate of officers \n \nHot Topic - "Washington Estate Tax Special Notice" by Jolene Cox\n \n \n \n \n \nWe 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.\n \n \n \nPlease be prepared to vote to approve or decline the slate, listed in full below:\n \nPresident\n Steven J. Schindler, JD\n Perkins Coie LLP\n\n President Elect\n Jolene G. Cox, CPA\n Deloitte Tax LLP\n\n Treasurer\n J. Kim Cacace, CTFA\n BNY Mellon Wealth Management\n\n Secretary\n David Fain, CFP®\n MCM Financial\n\n Immediate Past President\n Kathryn Haggitt Fisher, CFP®\n Fulcrum\n\n Seminar Chair\n Dan Halos, ChFC, CLU\n The Bailey Group\n\n Executive Committee\n Bobby Gentry, CFP®\n Freestone Capital Management\n\n Executive Committee\n William C. Jaback, CPA\n Partners in Care\n\n Executive Committee\n Anna Cashman, JD\n Kutscher Hereford Bertram Burkart Brown & Cashman\n\n Executive Committee\n Allison Z. Kollack, CPA, MST\n King & Oliason, PLLC\n
SUMMARY:July 2020 Virtual Business Meeting  - Estate Planning Council of Seattle 
PRIORITY:3
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DESCRIPTION:Reminder
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