Past Events

February 21, 2018 KCEPC February Meeting
Hal Snow, Jr., Garvey Schubert Barer
November 15, 2017 KCEPC November Meeting
October 18, 2017 KCEPC October Meeting
Teresa Byers
February 22, 2017 CANCELLED : KCEPC February Meeting
Jeff Baughman, Washington State Office of the Insurance Commissioner
January 26, 2017 Kitsap Full-Day Estate Planning Seminar
Various
January 18, 2017 KCEPC January Meeting
Tony Ramsey
November 16, 2016 KCEPC November Meeting
Hal Snow
October 20, 2016 KCEPC October Meeting
Mark Mitchell, ASA, CFA
July 22, 2016 Final Dinner Meeting- Social Function TBD
February 17, 2016 The Road Ahead- 2016 - Economic & Investment Outlook
Troy Bruschetto, BNY Mellon
January 20, 2016 Estate Tax Updates- Planning in New Environment
Round Table Discussion
January 14, 2016 Kitsap Full Day Estate Planning Seminar
Various
November 18, 2015 Succession Planning for Your Facebook Account
David Rhine, CPA
October 28, 2015 October KCEPC Meeting
Teresa Byers from Garvey Schubert Barer
February 18, 2015 Feb Mtg - Updates & Hot Topics - Trusts/Special Needs Trusts, Insurance Issues
Key Bank Trust Services Group- Tacoma Office
January 29, 2015 Kitsap Estate Planning Seminar
Various
January 21, 2015 January Mtg- Charitable Planning & Philanthropy
Marcie Hinthorne of UW Foundation
November 19, 2014 November Mtg- Valuation Discounts
Christopher Adcock of FMV Opinions, Inc.
October 22, 2014 October Meeting- Death with Dignity Act
Bob Free Esq.; Compassion & Choices of WA
May 16, 2014 Year-end Social Dinner Function
N/A
February 20, 2014 Elder Law & Estate Planning- What are we missing in our planning process?
Rajiv Nagaich, Attorney
January 23, 2014 Update: DOMA, Domestic Partnerships, and Related Planning Issues
Marci Flanery, CPA
November 21, 2013 Estate-Related Valuation Issues
Mark Mitchell, CFA, ASA
October 24, 2013 Economic Update & Investment Outlook
Jesse Pesut, VP, Goldman Sachs & Co.
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