Estate Planning Council of Southwest Washington

SECURE 2.0 Guest Speaker: Joseph M. Burt, President, Pension Plan Specialists P.C.

Recap of 2023 and Forecast of 2024 Guest Speakers: Pat Becker TJ McConville Becker Capital Management Join us for an engaging meeting featuring Pat Becker, CEO & President, and TJ McConville, CIO of Becker Capital Management. During this session, they will provide a comprehensive overview of 2023 and offer insights into their forecasts for 2024. […]

Establishing A Strategic Giving Plan: Preparation for Pre-2026 Guest Speakers: Michael Phillips and Randy Grove Landerholm Mike Phillips focuses his practice on estate planning, probate, and trust administration. The cornerstone of Mike’s approach is forming long term relationships with his clients built on trust, open communication, and mutual respect. Randy Grove has been with Landerholm, […]

Navigating the Value of Intangible Assets Guest Speaker: Richard Reynolds, CFA, MAFF Silverpine Group In this presentation, we will discuss what makes an intangible asset and how these assets are identified and valued. Exploring the topic further, we will also discuss strategies around capitalizing and transferring these assets with some case studies as examples. Richard Reynolds […]