July 2020 Virtual Business Meeting

Date: Wednesday, July 22, 2020
Time: 3:00pm - 3:45pm
Location: ZOOM

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​July 22, 2020 

EPC Seattle Annual Business Meeting

3:00pm - 3:45pm 

Agenda

Council Updates:​

  • Estate Planning Seminar 2020
  • Council Check - In

Treasurer's Report

Vote on new slate of officers 

Hot Topic - "Washington Estate Tax Special Notice" by Jolene Cox

 

 

We are pleased to announce the slate for the 2020-2021 EPC Board, including three new additions to the Board: David Fain, Allison Kollack, and Anna Cashman.

 

Please be prepared to vote to approve or decline the slate, listed in full below:

President
Steven J. Schindler, JD
Perkins Coie LLP

President Elect
Jolene G. Cox, CPA
Deloitte Tax LLP

Treasurer
J. Kim Cacace, CTFA
BNY Mellon Wealth Management

Secretary
David Fain, CFP®
MCM Financial

Immediate Past President
Kathryn Haggitt Fisher, CFP®
Fulcrum

Seminar Chair
Dan Halos, ChFC, CLU
The Bailey Group

Executive Committee
Bobby Gentry, CFP®
Freestone Capital Management

Executive Committee
William C. Jaback, CPA
Partners in Care

Executive Committee
Anna Cashman, JD
Kutscher Hereford Bertram Burkart Brown & Cashman

Executive Committee
Allison Z. Kollack, CPA, MST
King & Oliason, PLLC

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