Calendar

Feb
20
Tue
Meeting – CANCELLED DUE TO WEATHER @ Royal Oaks Country Club
Feb 20 @ 5:15 pm – 8:00 pm

CANCELLED DUE TO WEATHER

2018 Investment Outlook:  Cautious Optimism
Stuart P. Quint, CFA

Quint Outline and Bio

Apr
24
Tue
Meeting @ Royal Oaks Country Club
Apr 24 @ 5:15 pm – 8:00 pm

Planning for Cannabis and Other Regulated Assets:  Don’t Let Your Client’s Estate Go Up In Smoke.  Wendy S. Goffe, Guest Speaker

Click here to read more details and to RSVP with choice of dinner and/or to register up to four guests.

Wendy Goffe Presentation (4_2018) (00377967)

 

May
15
Tue
Annual Meeting @ Royal Oaks Country Club
May 15 @ 5:15 pm – 8:00 pm
Sep
18
Tue
Meeting @ Royal Oaks Country Club
Sep 18 @ 5:15 pm – 8:00 pm
Oct
23
Tue
Meeting @ SHARE
Oct 23 @ 5:15 pm – 8:00 pm

CLUT-tered:  My First Charitable Lead Trust – A Case Study

Pete Sommerfeld
Oregon Health & Science University Foundation

Nov
27
Tue
Meeting @ Royal Oaks Country Club
Nov 27 @ 5:15 pm – 8:00 pm

Title:
Financial Exploitation of Vulnerable Adults

Speaker:
Kristen Standifer
Department of Financial Institutions
Securities Division, Licensing and Compliance Unit

Jan
22
Tue
Meeting @ Royal Oaks Country Club
Jan 22 @ 5:15 pm – 8:00 pm

“Opportunity Zones – What You Need to Know, Plus TCJA Tax Changes Update as Filing Season Approaches”

Timothy A. Kalberg, CPA

Feb
19
Tue
Meeting @ Royal Oaks Country Club
Feb 19 @ 5:15 pm – 8:00 pm
Apr
23
Tue
Meeting @ Royal Oaks Country Club
Apr 23 @ 5:15 pm – 8:00 pm

Divorce and the Estate Plan

Guest Speakers:
Kathryn E. Holland and Scott Horenstein

May
21
Tue
Annual Meeting @ Royal Oaks Country Club
May 21 @ 5:15 pm – 8:00 pm

“Estate and Trust Disputes”

Tiffany R. Couch, Guest Speaker