SEPC Annual Seminar May 19, 2020
Please save the date for the Spokane Estate Planning Council's 18th Annual Semiar on May 19, 2020. A full day of continuing education for our members and guests.
Agenda for Spokane Estate Planning Council
2020 Annual Seminar
Tuesday, May 19, 2020
Virtual Conference via Zoom
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7:30 am |
REGISTRATION / LOG IN TO ZOOM VIDEO CONFERENCE |
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8:00 am |
Welcome |
Monique Corgliano / Bill Ramey President / Vice President Spokane Estate Planning Council |
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8:10 am |
Navigating the Charitable Giving Landscape: A View from the Inside |
Ginger F. Mlakar General Counsel & Senior Director Cleveland Foundation |
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9:10 am |
Tools and Techniques Of Estate Planning For Modern Families |
Wendy S. Goffe Partner Stoel Rives LLP |
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10:10 am |
Locust Group Study and Rural Philanthropy Transfer of Wealth |
Aaron McMurray Chief Strategy Officer Innovia Foundation |
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LUNCH BREAK |
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1:30 pm |
Retirement Planning / Insurance |
Jim Lusk President Retirement Nationwide, Inc. |
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2:30 pm |
Ethics Legislation Update |
Stef Taylor Partner Randall / Danskin P.S. |
