Estate Planning Council of Southwest Washington

Board Meeting
2024-09-10 12:00 - 13:00, 2024-10-01 12:00 - 13:00, 2024-11-12 12:00 - 13:00, 2025-01-07 12:00 - 13:00, 2025-02-04 12:00 - 13:00, 2025-03-04 12:00 - 13:00, 2025-04-01 12:00 - 13:00, 2025-05-06 12:00 - 13:00 (America/Los_Angeles) and 1 more date | Midwest Trust Company

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

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

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

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

Member Meeting
2025-09-16 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

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
2025-11-18 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
2026-01-20 16:45 - 18:30 | 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
2026-02-17 16:45 - 18:30, 2026-04-21 16:45 - 18:30 | Heathman Lodge, 7801 NE Greenwood Drive, Vancouver, WA, 98662, United States
4:45 p.m. | Social/Networking
5:30-6:30 p.m. | Dinner Service and Speaker Presentation

Member Meeting & Annual Meeting
2026-05-19 16:45 - 18:30 | Heathman Lodge, 7801 NE Greenwood Drive, Vancouver, WA, 98662, United States
4:45 p.m. — Social/Networking / Annual Meeting
5:30-6:30 p.m. — Dinner Service and Speaker Presentation
