Calendar

Feb
15
Tue
Meeting @ Royal Oaks Country Club
Feb 15 @ 4:45 pm – 7:00 pm

“Creating a Holistic Financial & Estate Plan for Families with Special Needs Loved Ones”
Guest Speaker: Alisha Langford, ChSNC, Abeona Group

4:45 p.m. — Social/Networking (hosted cocktail service)
5:30-6:30 p.m. — Dinner Service and Speaker Presentation

Royal Oaks Country Club, Vancouver, Washington

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Meeting ID: 820 7900 6483
Passcode: 692526
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Mar
2
Wed
Board Meeting @ Riverview Trust Company
Mar 2 @ 12:00 pm – 1:00 pm
Apr
13
Wed
Board Meeting @ Riverview Trust Company
Apr 13 @ 12:00 pm – 1:00 pm
Apr
19
Tue
Meeting @ Royal Oaks Country Club
Apr 19 @ 4:45 pm – 7:00 pm

“How to Blend Art, Collectibles, and NFTs into Your Financial Planning Strategy”

Wendy S. Goffe, Guest Speaker

4:45 p.m. — Social/Networking (hosted cocktail service)
5:30-6:30 p.m. — Dinner Service and Speaker Presentation

May
4
Wed
Board Meeting @ Riverview Trust Company
May 4 @ 12:00 pm – 1:00 pm
May
17
Tue
Annual Meeting @ Royal Oaks Country Club
May 17 @ 4:45 pm – 7:00 pm
Jun
1
Wed
Board Meeting @ Greear Kramer Monaghan Deck
Jun 1 @ 4:00 pm – 5:00 pm
Sep
7
Wed
Board Meeting
Sep 7 @ 12:00 pm – 1:00 pm
Sep
20
Tue
Membership Meeting @ Royal Oaks Country Club
Sep 20 @ 5:30 pm – 6:30 pm

Spousal Lifetime Access Trusts: A Summary of the Strategy for Couples

Samantha MacBeth and June Wiyrick Flores

Oct
5
Wed
Board Meeting
Oct 5 @ 12:00 pm – 1:00 pm