Estate Planning Council of Southwest Washington

Member Meeting
2026-01-20 16:45 - 18:30 (America/Los_Angeles) | Heathman Lodge, 7801 NE Greenwood Drive, Vancouver, WA, 98662, United States
“Business Succession”
Speakers:
Matt Bisturas of Schwabe
Steve Hopkins of Charter BTA
4:45 p.m. | Social/Networking
5:30-6:30 p.m. | Dinner Service and Speaker Presentation
Register

Member Meeting
2025-11-18 16:45 - 18:30 | Heathman Lodge, 7801 NE Greenwood Drive, Vancouver, WA, 98662, United States
“Two Systems, One Estate: What Washington’s Tax Changes Mean for Your Clients”
Richard Reynolds
Redwod Valuation Partners
4:45 p.m. | Social/Networking
5:30-6:30 p.m. | Dinner Service and Speaker Presentation

Member Meeting
2025-10-07 16:45 - 18:30 | Northwest Association of Blind Athletes (NWABA), 703 Broadway Street, Suite 600, Vancouver, WA, 98660, United States
Northwest Association for Blind Athletes (NWABA)
5:00 p.m. | Doors open, bar open, hors d’oeuvres, interactive office tour, raffle
5:25 p.m. | Presentation from Billy Henry, Founder & CEO of NWABA
5:55 p.m. | Q & A
6:00 p.m. | Conclusion

Member Meeting
2025-09-16 16:45 - 18:30 | Heathman Lodge, 7801 NE Greenwood Drive, Vancouver, WA, 98662, United States
“Estate Planning for Modern Families: Planning for Diversity and Flexibility”
Wendy Goffe
Ogden Murphy Wallace P.L.L.C.
4:45 p.m. | Social/Networking
5:30-6:30 p.m. | Dinner Service and Speaker Presentation

Board Meeting
2025-06-03 12:00 - 13:00, 2025-05-06 12:00 - 13:00, 2025-04-01 12:00 - 13:00, 2025-03-04 12:00 - 13:00, 2025-02-04 12:00 - 13:00, 2025-01-07 12:00 - 13:00, 2024-11-12 12:00 - 13:00, 2024-10-01 12:00 - 13:00 and 1 more date | Midwest Trust Company

Member Meeting & Annual Meeting
2025-05-20 16:45 - 20:00 | Heathman Lodge, 7801 NE Greenwood Drive, Vancouver, WA, 98662, United States

Member Meeting
2025-04-15 16:45 - 20:00 | Heathman Lodge, 7801 NE Greenwood Drive, Vancouver, WA, 98662, United States

Member Meeting
2025-02-18 16:45 - 20:00 | Heathman Lodge, 7801 NE Greenwood Drive, Vancouver, WA, 98662, United States
“Fraud Found in Businesses”
Tiffany Couch, Accuity Forensics
4:45 p.m. | Social/Networking
5:30-6:30 p.m. | Dinner Service and Speaker Presentation
Heathman Lodge
7801 NE Greenwood Drive, Vancouver, WA 98662

Member Meeting
2025-01-21 16:45 - 20:00 | Heathman Lodge, 7801 NE Greenwood Drive, Vancouver, WA, 98662, United States
2024 Market Recap and 2025 Forecast
Guest Speaker:
T.J. McConville, Chief Investment Officer
Becker Capital Management

Member Meeting
2024-11-19 16:45 - 20:00 | Heathman Lodge, 7801 NE Greenwood Drive, Vancouver, WA, 98662, United States
“Investment Strategy and Wealth Management Topics”
Guest Speakers:
Jason Norris, CFA & Brett Norris, CFP®
Ferguson Wellman Capital Management
4:45 p.m. | Social/Networking
5:30-6:30 p.m. | Dinner Service and Speaker Presentation
Heathman Lodge
7801 NE Greenwood Drive, Vancouver, WA 98662

Member Meeting
2024-10-17 16:45 - 20:00 | Ripple Impact NW

Member Meeting
2024-09-17 16:45 - 20:00 | Heathman Lodge, 7801 NE Greenwood Drive, Vancouver, WA, 98662, United States
“Diminished Capacity & Trusts”
Jessie Minger, Guest Speaker
Schwabe, Williamson & Wyatt
4:45 p.m. | Social/Networking
5:30-6:30 p.m. | Dinner Service and Speaker Presentation

Board Meeting
2024-06-04 16:00 - 17:00, 2024-05-07 12:00 - 13:00, 2024-04-02 12:00 - 13:00, 2024-03-05 12:00 - 13:00, 2024-02-06 12:00 - 13:00, 2024-01-02 12:00 - 13:00 | WA

Member Meeting & Annual Meeting
2024-05-16 16:45 - 20:00 | Royal Oaks Country Club, Vancouver, WA, United States
Guest Speakers:
Kripa Raguram and Jordan Patterson
Perkins & Co
“10 Income, Gift and Estate Planning Considerations”

Member Meeting
2024-04-16 16:45 - 20:00 | Royal Oaks Country Club, Vancouver, WA, United States
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 has over 13 years of experience performing business valuations for estate planning, fair value accounting, and exit planning purposes. He has been involved in over 1,000 appraisals spread across more than 150 industries. Starting his career in Silicon Valley with a boutique valuation firm, Mr. Reynolds now resides in Vancouver, Washington operating his own practice, Silverpine Group, and specializes in valuations of businesses, minority interests, intangible assets, and complex securities. Mr. Reynolds graduated from University of Oregon with a major in accounting and later received his Master of Science in Finance from Waseda University in Tokyo, Japan.

Member Meeting
2024-03-21 16:45 - 20:00 | Royal Oaks Country Club, Vancouver, WA, United States
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, P.S. since he began practicing law in 1982. His breadth of knowledge and experience in the trust and estates field earned him election to the exclusive American College of Trust and Estate Counsel (ACTEC), an invitation to present at the Heckerling Estate Planning Institute, and a host of other professional honors.

Member Meeting
2024-02-15 16:45 - 20:00 | Royal Oaks Country Club, Vancouver, WA, United States
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. Topics of discussion will include interest rates, the economy, the upcoming election, AI, and more. Don’t miss this opportunity to gain valuable insights!
