Past Events
September 18, 2024 |
September Quarterly Dinner Meeting
Wendy S. Goffe |
June 26, 2024 |
June Lunch Hour Webinar
Linda Bourn and Steven Kent |
May 22, 2024 |
May Quarterly Dinner Meeting
PSBJ Author Panel |
May 9, 2024 | Spring Joint Social |
April 17, 2024 |
April Lunch Hour Webinar
Alan S. Gassman, JD, LL.M. (Taxation), AEP® (Distinguished) |
March 20, 2024 |
March Lunch Hour Webinar
Richard S. Franklin, J.D., LL.M, & Raymond C. Odom, CFP® |
February 28, 2024 |
February Quarterly Dinner Meeting
Alex Hurt |
January 25, 2024 | Winter Joint Social |
January 17, 2024 |
January Lunch Hour Webinar
Chaya Siegfried, CPA, MST |
December 13, 2023 |
December Quarterly Dinner Meeting
Panel |
November 29, 2023 |
November Lunch Hour Webinar
James S. Aussem, JD, AEP (Distinguished) |
November 6, 2023 | 68th Annual Seattle Estate Planning Seminar |
September 27, 2023 |
September Quarterly Dinner Meeting
M. John Way & Amber K. Quintal |
August 23, 2023 |
August Lunch Hour Webinar
Aquanetta J. Betts, JD, CAP®, AEP®, CFRE |
June 14, 2023 |
June 14th, 2023 Lunch Hour Webinar + Annual Meeting
Carline D. Ciraolo and John D. (Don) Fort |
May 24, 2023 |
May 2023 Dinner Meeting
PSBJ Author Panel |
May 11, 2023 | Member Mixer |
April 26, 2023 |
Washington Capital Gains Tax Webinar
Steven Schindler & Kristi Mathisen |
March 8, 2023 |
March Lunch Hour Webinar
Elizabeth Forspan |
February 15, 2023 |
February 2023 Dinner Meeting
Jamie Mendelsohn, The Ashar Group |
January 11, 2023 |
January Lunch Hour Webinar
John W. Porter, B.B.A., J.D., AEP® (Distinguished) |
December 14, 2022 |
December 2022 Dinner Meeting
Karen Sugihara, BYN Mellon Wealth Management |
November 9, 2022 |
November Lunch Hour Webinar
Claudia B. Sangster |
October 24, 2022 | 67th Annual Estate Planning Seminar October 24-25 |
October 20, 2022 |
Member Social ~ EPC Seattle & East King County EPC
Networking & Social Event |
September 21, 2022 |
September 2022 Quarterly Dinner Meeting
Erik Ristuben |
August 10, 2022 |
August Lunch Hour Webinar
Alexander A. Bove, Jr. & Karen L. Witherell, Esq |
June 22, 2022 |
June 2022 Lunch Hour Webinar
Christine S. Wakeman, JD |
June 8, 2022 |
Lunch Hour Roundtable: "Inequities in Home Ownership"
Moderators - Steven Schindler & Debra Smiley |
May 18, 2022 |
May 2022 Quarterly Dinner Meeting
PSBJ Author Spotlight |
March 16, 2022 |
March 2022 Lunch Hour Webinar
Marcus T. Foote, JD, and Stephanie N. Prestridge, JD |
February 16, 2022 |
February 2022 Dinner Meeting
Speaker Panel: Diana Zottman, attorney, Three60 Law Group, Monica Padineant, director of client services, Laird Norton Wealth Management, & Chad Proctor, fiduciary wealth manager, BNY Mellon Wealth Management |
January 26, 2022 |
January 2022 Lunch Hour Webinar
Natalia C. Wilson, JD |
December 8, 2021 |
December 2021 Quarterly Dinner Meeting
Dorothy A. Brown |
December 1, 2021 |
December 2021 Quarterly Dinner - Book Club
Moderated Roundtable Discussion |
November 10, 2021 |
November Lunch Hour Webinar
Steven B. Gorin, JD, CPA, CGMA, AEP |
October 28, 2021 | Estate Planning Seminar 2021 |
September 30, 2021 |
Open Discussion for Members on Tax Reform Proposals and Wealth Transfer Planning
Moderated Roundtable Discussion |
September 22, 2021 |
September 2021 Quarterly Dinner Meeting
Robert S. Keebler, CPA/PFS, MST, AEP® (Distinguished), CGMA®. |
August 11, 2021 |
August Lunch Hour Meeting
Dan Thomey & Shawn Britt |
July 14, 2021 |
July Lunch Hour Webinar
Susan T. Bart, JD |
June 29, 2021 | Coffee Chat |
June 10, 2021 | New/Prospective Member Brown Bag Lunch |
May 26, 2021 | Members Only Happy Hour |
May 19, 2021 |
May Quarterly Dinner Meeting
Mark Vohr, Gail Mautner & Robert (Bob) Mahon |
May 14, 2021 |
Top Ten Things Everyone Should Know About Estate Planning
Panel |
April 21, 2021 |
April Lunch Hour Webinar
James S. Aussem, JD, AEP® |
March 23, 2021 | Coffee Chat |
March 17, 2021 |
EPC Seattle March Webinar
Jonathan G. Blattmachr, Esq., AEP® (Distinguished) |
March 11, 2021 | New Member/Prospective Member Brown Bag Lunch |
February 24, 2021 | February Happy Hour |
February 17, 2021 |
February Quarterly Dinner Meeting
Joshua Heim, Deputy Director |
January 20, 2021 |
January Lunch Hour Webinar
Joseph A. Field, Senior Counsel |
December 10, 2020 |
Encore Presentation Andrea Kushner Estate Planning Conference
Andrea L. Kushner, JD, LLM, Director—Wealth Strategies Group |
December 2, 2020 |
December Quarterly Dinner Meeting
James Aussem |
November 10, 2020 | 57th Annual NAEPC Advanced Estate Planning Strategies Virtual Conference |
November 2, 2020 | Prospective New Member Brown-Bag Lunch for non-EPC members |
October 29, 2020 | Estate Planning Seminar 2020 |
September 16, 2020 |
September 16, 2020 Virtual Event
Sage M. Graves |
July 22, 2020 | July 2020 Virtual Business Meeting |
May 20, 2020 |
CANCELLED May 20, 2020 Dinner Meeting
TBA |
May 15, 2020 |
CANCELLED May 2020 Public Outreach Event
Panel |
April 30, 2020 |
April 30, 2020 SECURE Act + CARES Act via Zoom
Ashley Velategui |
March 11, 2020 |
March 2020 Webinar - CANCELLED
Patrick J. Saccogna, JD, LL.M. (taxation), CPA*, AEP® |
February 19, 2020 |
February 19, 2020 Dinner Meeting
Ashley E. Velategui, CFA |
February 12, 2020 |
February 12, 2020 Webinar
Steven B. Gorin, JD, CPA, AEP® |
January 8, 2020 |
Jan 8, 2020 NAEPC Webinar
Don Graves, RICP®, CLTC®, CSA |
December 11, 2019 |
EPC Seattle December 2019 Webinar
Cynthia L. Hutchins, CRPC, CIMA |
December 4, 2019 |
December 2019 Dinner Meeting
Melissa Thomas from Deloitte, Jenifer Jewkes from Lane Powell and Matt Lowe from Greene Wealth Management |
November 18, 2019 | Estate Planning Seminar 2019 |
October 16, 2019 |
Oct 2019 NAEPC Webinar: Elder Law and Special Needs Planning
Bernard A. Krooks, JD, CPA, LL.M. (taxation), CELA, AEP® (Distinguished) |
September 18, 2019 |
September 18, 2019 Dinner Meeting
Susan P. Rounds, JD, CPA, LL.M. (taxation), AEP®, TEP Los Angeles, CA |
August 14, 2019 |
August 14th NAEPC Webinar - Technology in Your Estate Planning Practice
Martin M. Shenkman, CPA, MBA, JD, PFS, AEP® (Distinguished) |
July 10, 2019 |
July 10th NAEPC Webinar - Attorney-Client Privilege in a Team Environment
Kim Kamin, JD, AEP® and David Blickenstaff, JD |
June 20, 2019 | Member Social and Networking/New Member Recognition |
June 12, 2019 |
NAEPC Webinar: Leaving a Lasting Legacy
Eric Weiner, PhD |
May 15, 2019 |
May 15, 2019 Dinner Meeting
Christopher Herthel |
May 8, 2019 |
NAEPC Webinar: The Generational Solution
Leonard Renier |
May 3, 2019 |
Estate Planning: What Everyone Needs to Know
Panel Discussion |
April 10, 2019 |
April 10, 2019 Webinar
Marc L. Schultz, Esq. |
March 13, 2019 |
March 13, 2019 Webinar
Peter J. Merrick, BA, FMA, CFP®, TEP, FCSI, DTM |
February 20, 2019 |
February 20, 2019 Dinner Meeting
Justin T. Miller, J.D., LL.M., TEP, AEP®, CFP® |
February 13, 2019 |
February 13, 2019 Webinar
Kathleen M. Rehl, Ph.D. |
January 9, 2019 |
January 9, 2019 Webinar
Jamie P. Hopkins, JD, MBA, LLM, CFP® |
December 12, 2018 |
Webinar: Post-Mortem Estate Planning
Jeremiah W. Doyle, JD, LL.M. (taxation), LL.M. (banking law), AEP® (Distinguished) |
December 5, 2018 |
December 2018 Dinner Meeting
Kelvin H. Chin |
November 12, 2018 | 2018 Estate Planning Seminar |
October 10, 2018 |
Robert G. Alexander Webinar Series - October 2018
A. Charles Schultz, JD |
September 19, 2018 |
September 2018 Dinner Meeting
Paula Bishop, CPA |
June 14, 2018 | Spring Member Social/New Member Welcome |
May 16, 2018 |
May 2018 Dinner Meeting
Douglas Faust, PhD. |
February 21, 2018 |
February 2018 Dinner Meeting
Panel Discussion |
December 6, 2017 |
December 2017 Dinner Meeting
John W. Porter, JD, B.B.A. |
November 9, 2017 | Estate Planning Seminar |
September 20, 2017 |
September 20, 2017 Dinner meeting
Warren Baker, JD, Fairview Law Group |
June 8, 2017 | Member Social &New Member Recognition |
May 17, 2017 |
May 2017 Dinner Meeting
Matthew Wesley, JD, MDiv. |
February 15, 2017 |
February 2017 Dinner Meeting
Richard S Franklin, JD |
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