Where the Rubber Meets the Road in Estate Planning

Date: Tuesday, September 19, 2023
Time: 5:15pm - 6:45pm
Location: Cataldo Globe Room, Gonzaga University
Speaker: Jennifer Hicks, Diane Kiepe, C. Eric Christiansen

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Putting what you know into practice is where the rubber meets the road. Come learn about specific scenarios where challenges were presented, and lessons were learned. Our panel will provide insights into actual estate planning cases, giving you ideas for your own practice.

Diane Kiepe,JD, LLM, Vice President
Areas of focus:
Estate and Trust Planning
Wealth Transfer and Protection
Probate and Estate Administration
Taxation

Education:
University of Memphis, J.D., 1993
University of Miami, Taxation, 1994

Professional and Community Associations:
Washington State Bar Association 
Spokane County Bar Association 
Spokane Estate Planning Council 
FPA Spokane Chapter

 

Jennifer J. Hicks, CAP, CFRE, Treasurer
Areas of focus:
Philanthropy Advising
Non-profits

Education and Designations:
Eastern Washington University, BA 1994
American College of Financial Services, Chartered Advisor in Philanthropy (CAP) 2021
Purposeful Planning Institute, Mastery Program, Purposeful Trusts & Legacies
Certified Fund Raising Executive CFRE 2019

Professional Associations:
Inland Northwest Planned Giving Council
Spokane Estate Planning Council
Purposeful Planning Institute

C. Eric Christiansen, CFP® Financial Planner
Area of Focus:

Financial Planning

Education & Designations:
Gonzaga University BA Business Finance 1996
Certified Financial Planner 1999

Professional Associations:
Financial Planning Association
Spokane Estate Planning Council
Rotary Chapter 21
First Presbyterian Christian School

 

Join Zoom Meeting
https://us06web.zoom.us/j/81066396458

Meeting ID: 810 6639 6458

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Meeting ID: 810 6639 6458

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Related Document(s):

See Upcoming Event Calendar