2023 Annual Seminar

Date: Tuesday, May 23, 2023
Time: 8:00am - 4:30pm
Location: Hemmingson Auditorium, Gonzaga University
Speaker: William Etter, Grant Forsyth, Kevin Sell, Jamie Mendelsohn, John A. Warnick

Annual SEPC Conference

Hemmingson Center, Basement Auditorium, 702 E. Desmet
Enter through Northwest Entrance, Double doors, go down the stairs, Auditorium is on the right
 

8:00 am

Welcome

Kristi Bushnell / Andy Hastings

President / Vice President

Spokane Estate Planning Council

8:15 am

Welcome from Gonzaga University

Joseph “Joe” Smith

Chief Financial Officer and Treasurer

Gonzaga University

8:30 am

Generational Estate Planning -              

Strategies for Preserving the Family Vacation Home

William Etter, J.D., LL.M

Shareholder, Foster Garvey PC

 

9:30 am

National & Regional Economic Outlook

Grant Forsyth, Ph.D.

Chief Economist, Avista Corp.

10:30 am –

10:45 am

Break

10:45 am

Life Settlements and Life Insurance Valuation Solutions for Estate and Tax Professionals

Jamie Mendelsohn

Executive Vice President, Ashar Group

 

11:45 am –

1:15 pm

Lunch Break

Speaker: Mateusz Wolski, Spokane Symphony

SEPC Member Meeting

Ballroom, Hemmingson Center, 3rd Floor

1:30 pm

Purposeful Trusts and Legacies –

5 Simple but Revolutionary Suggestions

John “John A” Warnick, J.D.

Founder, Purposeful Planning Institute

2:30 pm –

2:45 pm

Break

2:45 pm

Recent Tax Developments, Including Secure Act 2.0

Kevin Sell, C.P.A.

Managing Shareholder, HMA CPA, P.S.

3:45 pm --

4:00 pm

Closing Remarks and Adjournment

4:00 pm

Happy Hour at Hemmingson Center

 

 

 

Spokane Estate Planning Council is inviting you to a scheduled Zoom meeting.

Topic: SEPC Annual Conference
Time: May 23, 2023 08:00 AM Pacific Time (US and Canada)

Join Zoom Meeting
https://us06web.zoom.us/j/88935845771  

Meeting ID: 889 3584 5771
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