September 28th Breakfast
Please join us In Person at the Hyatt in Bellevue in the Larch Room on the 3rd Floor of the Cascade Tower!
"What I Wish You Knew About What I Do: An Interdisciplinary Discussion Between CPAs, Estate Planning Attorneys, Financial Advisors, and Trust Officers"
As advisors, we often work together with other professionals to advise clients about their estate planning. While teaming up with others helps to develop a strong plan for our clients, how often have you thought “I wish you knew why I keep asking that we do it this way” or “I wish you’d have known to tell me that.”
This program is a panel (and audience) discussion about what CPAs, Estate Planning Attorneys, Financial Advisors, and Trust Officers each wish the others knew about their practices.
Phil Cook - Pacific Trust Company
Kathryn Sciba - The Matthews Group
Alex Hurt - K&L Gates
Cody Reaves - Laird Norton
- Coffee Chat starts at 7:00am for those early risers!
- Breakfast at 7:45am
- Presentation begins at 8:00am
- Sponsors Bring Your Swag and come early to set up!
