Past Events

December 11, 2024 December Quarterly Dinner Meeting
David Fain, CFP, CLU & Vicente Pina, MBA, AEP, CLU, ChFC
November 7, 2024 2024 Estate Planning Seminar
October 16, 2024 Fall Social
October 16, 2024 October Lunch Hour Webinar
Aejaz A. Dar, JD and Ellis Pretlow, JD
September 18, 2024 September Quarterly Dinner Meeting
Wendy S. Goffe
June 26, 2024 June Lunch Hour Webinar
Linda Bourn and Steven Kent
May 22, 2024 May Quarterly Dinner Meeting
PSBJ Author Panel
May 9, 2024 Spring Joint Social
April 17, 2024 April Lunch Hour Webinar
Alan S. Gassman, JD, LL.M. (Taxation), AEP® (Distinguished)
March 20, 2024 March Lunch Hour Webinar
Richard S. Franklin, J.D., LL.M, & Raymond C. Odom, CFP®
February 28, 2024 February Quarterly Dinner Meeting
Alex Hurt
January 25, 2024 Winter Joint Social
January 17, 2024 January Lunch Hour Webinar
Chaya Siegfried, CPA, MST
December 13, 2023 December Quarterly Dinner Meeting
Panel
November 29, 2023 November Lunch Hour Webinar
James S. Aussem, JD, AEP (Distinguished)
November 6, 2023 68th Annual Seattle Estate Planning Seminar
September 27, 2023 September Quarterly Dinner Meeting
M. John Way & Amber K. Quintal
August 23, 2023 August Lunch Hour Webinar
Aquanetta J. Betts, JD, CAP®, AEP®, CFRE
June 14, 2023 June 14th, 2023 Lunch Hour Webinar + Annual Meeting
Carline D. Ciraolo and John D. (Don) Fort
May 24, 2023 May 2023 Dinner Meeting
PSBJ Author Panel
May 11, 2023 Member Mixer
April 26, 2023 Washington Capital Gains Tax Webinar
Steven Schindler & Kristi Mathisen
March 8, 2023 March Lunch Hour Webinar
Elizabeth Forspan
February 15, 2023 February 2023 Dinner Meeting
Jamie Mendelsohn, The Ashar Group
January 11, 2023 January Lunch Hour Webinar
John W. Porter, B.B.A., J.D., AEP® (Distinguished)
December 14, 2022 December 2022 Dinner Meeting
Karen Sugihara, BYN Mellon Wealth Management
November 9, 2022 November Lunch Hour Webinar
Claudia B. Sangster
October 24, 2022 67th Annual Estate Planning Seminar October 24-25
October 20, 2022 Member Social ~ EPC Seattle & East King County EPC
Networking & Social Event
September 21, 2022 September 2022 Quarterly Dinner Meeting
Erik Ristuben
August 10, 2022 August Lunch Hour Webinar
Alexander A. Bove, Jr. & Karen L. Witherell, Esq
June 22, 2022 June 2022 Lunch Hour Webinar
Christine S. Wakeman, JD
June 8, 2022 Lunch Hour Roundtable: "Inequities in Home Ownership"
Moderators - Steven Schindler & Debra Smiley
May 18, 2022 May 2022 Quarterly Dinner Meeting
PSBJ Author Spotlight
March 16, 2022 March 2022 Lunch Hour Webinar
Marcus T. Foote, JD, and Stephanie N. Prestridge, JD
February 16, 2022 February 2022 Dinner Meeting
Speaker Panel: Diana Zottman, attorney, Three60 Law Group, Monica Padineant, director of client services, Laird Norton Wealth Management, & Chad Proctor, fiduciary wealth manager, BNY Mellon Wealth Management
January 26, 2022 January 2022 Lunch Hour Webinar
Natalia C. Wilson, JD
December 8, 2021 December 2021 Quarterly Dinner Meeting
Dorothy A. Brown
December 1, 2021 December 2021 Quarterly Dinner - Book Club
Moderated Roundtable Discussion
November 10, 2021 November Lunch Hour Webinar
Steven B. Gorin, JD, CPA, CGMA, AEP
October 28, 2021 Estate Planning Seminar 2021
September 30, 2021 Open Discussion for Members on Tax Reform Proposals and Wealth Transfer Planning
Moderated Roundtable Discussion
September 22, 2021 September 2021 Quarterly Dinner Meeting
Robert S. Keebler, CPA/PFS, MST, AEP® (Distinguished), CGMA®.
August 11, 2021 August Lunch Hour Meeting
Dan Thomey & Shawn Britt
July 14, 2021 July Lunch Hour Webinar
Susan T. Bart, JD
June 29, 2021 Coffee Chat
June 10, 2021 New/Prospective Member Brown Bag Lunch
May 26, 2021 Members Only Happy Hour
May 19, 2021 May Quarterly Dinner Meeting
Mark Vohr, Gail Mautner & Robert (Bob) Mahon
May 14, 2021 Top Ten Things Everyone Should Know About Estate Planning
Panel
April 21, 2021 April Lunch Hour Webinar
James S. Aussem, JD, AEP®
March 23, 2021 Coffee Chat
March 17, 2021 EPC Seattle March Webinar
Jonathan G. Blattmachr, Esq., AEP® (Distinguished)
March 11, 2021 New Member/Prospective Member Brown Bag Lunch
February 24, 2021 February Happy Hour
February 17, 2021 February Quarterly Dinner Meeting
Joshua Heim, Deputy Director
January 20, 2021 January Lunch Hour Webinar
Joseph A. Field, Senior Counsel
December 10, 2020 Encore Presentation Andrea Kushner Estate Planning Conference
Andrea L. Kushner, JD, LLM, Director—Wealth Strategies Group
December 2, 2020 December Quarterly Dinner Meeting
James Aussem
November 10, 2020 57th Annual NAEPC Advanced Estate Planning Strategies Virtual Conference
November 2, 2020 Prospective New Member Brown-Bag Lunch for non-EPC members
October 29, 2020 Estate Planning Seminar 2020
September 16, 2020 September 16, 2020 Virtual Event
Sage M. Graves
July 22, 2020 July 2020 Virtual Business Meeting
May 20, 2020 CANCELLED May 20, 2020 Dinner Meeting
TBA
May 15, 2020 CANCELLED May 2020 Public Outreach Event
Panel
April 30, 2020 April 30, 2020 SECURE Act + CARES Act via Zoom
Ashley Velategui
March 11, 2020 March 2020 Webinar - CANCELLED
Patrick J. Saccogna, JD, LL.M. (taxation), CPA*, AEP®
February 19, 2020 February 19, 2020 Dinner Meeting
Ashley E. Velategui, CFA
February 12, 2020 February 12, 2020 Webinar
Steven B. Gorin, JD, CPA, AEP®
January 8, 2020 Jan 8, 2020 NAEPC Webinar
Don Graves, RICP®, CLTC®, CSA
December 11, 2019 EPC Seattle December 2019 Webinar
Cynthia L. Hutchins, CRPC, CIMA
December 4, 2019 December 2019 Dinner Meeting
Melissa Thomas from Deloitte, Jenifer Jewkes from Lane Powell and Matt Lowe from Greene Wealth Management
November 18, 2019 Estate Planning Seminar 2019
October 16, 2019 Oct 2019 NAEPC Webinar: Elder Law and Special Needs Planning
Bernard A. Krooks, JD, CPA, LL.M. (taxation), CELA, AEP® (Distinguished)
September 18, 2019 September 18, 2019 Dinner Meeting
Susan P. Rounds, JD, CPA, LL.M. (taxation), AEP®, TEP Los Angeles, CA
August 14, 2019 August 14th NAEPC Webinar - Technology in Your Estate Planning Practice
Martin M. Shenkman, CPA, MBA, JD, PFS, AEP® (Distinguished)
July 10, 2019 July 10th NAEPC Webinar - Attorney-Client Privilege in a Team Environment
Kim Kamin, JD, AEP® and David Blickenstaff, JD
June 20, 2019 Member Social and Networking/New Member Recognition
June 12, 2019 NAEPC Webinar: Leaving a Lasting Legacy
Eric Weiner, PhD
May 15, 2019 May 15, 2019 Dinner Meeting
Christopher Herthel
May 8, 2019 NAEPC Webinar: The Generational Solution
Leonard Renier
May 3, 2019 Estate Planning: What Everyone Needs to Know
Panel Discussion
April 10, 2019 April 10, 2019 Webinar
Marc L. Schultz, Esq.
March 13, 2019 March 13, 2019 Webinar
Peter J. Merrick, BA, FMA, CFP®, TEP, FCSI, DTM
February 20, 2019 February 20, 2019 Dinner Meeting
Justin T. Miller, J.D., LL.M., TEP, AEP®, CFP®
February 13, 2019 February 13, 2019 Webinar
Kathleen M. Rehl, Ph.D.
January 9, 2019 January 9, 2019 Webinar
Jamie P. Hopkins, JD, MBA, LLM, CFP®
December 12, 2018 Webinar: Post-Mortem Estate Planning
Jeremiah W. Doyle, JD, LL.M. (taxation), LL.M. (banking law), AEP® (Distinguished)
December 5, 2018 December 2018 Dinner Meeting
Kelvin H. Chin
November 12, 2018 2018 Estate Planning Seminar
October 10, 2018 Robert G. Alexander Webinar Series - October 2018
A. Charles Schultz, JD
September 19, 2018 September 2018 Dinner Meeting
Paula Bishop, CPA
June 14, 2018 Spring Member Social/New Member Welcome
May 16, 2018 May 2018 Dinner Meeting
Douglas Faust, PhD.
February 21, 2018 February 2018 Dinner Meeting
Panel Discussion
December 6, 2017 December 2017 Dinner Meeting
John W. Porter, JD, B.B.A.
November 9, 2017 Estate Planning Seminar
September 20, 2017 September 20, 2017 Dinner meeting
Warren Baker, JD, Fairview Law Group
June 8, 2017 Member Social &New Member Recognition
May 17, 2017 May 2017 Dinner Meeting
Matthew Wesley, JD, MDiv.
February 15, 2017 February 2017 Dinner Meeting
Richard S Franklin, JD
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