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Past Events

September 2016

Understanding and Managing Cross-Generational Conversations in Sandwich Generation Families: Tools for Advisors

September 15, 2016 @ 7:30 am - 9:00 am

gibson

 

John Gibson, PhD
Second Half Best Half
profile
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November 2016

The New Washington Durable Power of Attorney Statute

November 10, 2016 @ 7:30 am - 9:00 am

boxx

 

Karen Boxx, JD, Associate Professor of Law
University of Washington School of Law
profile
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January 2017

Special Needs Trusts

January 26, 2017 @ 7:30 am - 9:00 am

isenhour

 

Barbara Isenhour, JD
Somers Tamblyn King Isenhour Bleck PLLC
Profile
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ferris

 

Allison Bren Ferris, CTFA
Wells Fargo Special Needs Trust Services
Profile
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jones

 

Nicholas Jones, JD
Wells Fargo Special Needs Trust Services
Profile
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March 2017

What Every Financial Planner Should Know About College Funding and Financial Aid

March 23, 2017 @ 7:30 am - 9:00 am

bishop

 

Paula Bishop, CPA, Financial Aid for College Advisor
Profile

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May 2017

Reverse Mortgages: Myths, Misunderstandings, and The Truth

May 16, 2017 @ 7:30 am - 9:00 am

 

Steve Tytler, Licensed Real Estate Broker
BestMortgage.com

Profile

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September 2017

Social Security Update

September 14, 2017 @ 7:30 am - 9:00 am

 

Andy Landis
Thinking Retirement

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November 2017

Cross-Border Estate Planning

November 30, 2017 @ 7:30 am - 9:00 am

 

Akane Suzuki, JD
Garvey Schubert Baer
Profile
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January 2018

EKCEPC – Strictly Social!

January 11, 2018 @ 5:00 pm - 7:00 pm

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Bitcoin and Beyond: The Role of Blockchain Technology in Traditional Financial Services

January 25, 2018 @ 7:30 am - 9:00 am


Douglas Faust, Ph.D.
SoundCrypto
Profile


Charles Amadeus
SoundCrypto
Profile

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March 2018

Trust Decantings and Mergers

March 20, 2018 @ 7:30 am - 9:00 am


Michael D. Carrico, JD
Fox Rothschild
Profile

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May 2018

Philanthropy Tools

May 15, 2018 @ 7:30 am - 9:00 am


Lorri Ann Dunsmore, JD
Perkins Coie
Profile

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September 2018

Tax Reform Strategies

September 20, 2018 @ 7:30 am - 9:00 am

November 2018

Cyber Security for Your Business and Clients

November 29, 2018 @ 7:30 am - 9:00 am


Frances Dewing, CEO
Rubica Inc.
Profile

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January 2019

Mama Wanted Me to Have the Teacups

January 31, 2019 @ 7:30 am - 9:00 am

March 2019

Update on Long-Term Care Insurance

March 19, 2019 @ 7:30 am - 9:00 am

May 2019

Adult Protective Services & Financial Exploitation

May 16, 2019 @ 7:30 am - 9:00 am

Date to be confirmed

Sabrina Eldredge, MSW
Monika Chancey, MSW
Washington Adult Protective Services – Aging and Long-Term Support Administration

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September 2019

Family Dynamics and Their Impact in Estate Planning

September 17, 2019 @ 7:30 am - 9:00 am

SPEAKERS

Bhaj Townsend, President
Focus & Sustain

Mimi Ramsey, ACC and CFP©
Ramsey Coaching & Consulting

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October 2019

Fall Networking Happy Hour

October 17, 2019 @ 5:00 pm - 7:30 pm


W Hotel Living Room Bar
10455 NE 5th Place, Bellevue | Lincoln Square South
$20 Members, $35 Non-Members

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November 2019

What Everyone Should Know About College Funding and Financial Aid

November 5, 2019 @ 7:30 am - 9:00 am

Paula Bishop, CEO
Financial Aid for College Advisor

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January 2020

Reimagining Community Philanthropy

January 23 @ 7:30 am - 9:00 am

Tony Mestres, President and CEO
Seattle Foundation

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February 2020

Winter Networking Happy Hour

February 6 @ 5:00 pm - 7:30 pm


El Gaucho Bellevue
450 108th Avenue NE, Bellevue
$20 Members, $35 Non-Members

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March 2020

Qualified Opportunity Zones

March 18 @ 7:30 am - 9:00 am

SPEAKERS

Brendan McAuliffe, MPAcc (Tax)
BM MS Partners, PLLC

Aaron Thomson, JD
Ashbaugh Beal

SORRY, BUT THIS EVENT HAS BEEN CANCELLED

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April 2020

Spring Networking Happy Hour

April 30 @ 5:00 pm - 7:30 pm


Ruth’s Chris Steak House
565 Bellevue Square, Bellevue
$20 Members, $35 Non-Members

SORRY, BUT THIS EVENT HAS BEEN CANCELLED

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May 2020

Senior Housing Alternatives

May 14 @ 7:30 am - 9:00 am

SPEAKERS
Kristen Griffith
Serving our Seniors

Abby Durr
Silver Age LLC

SORRY, BUT THIS EVENT HAS BEEN CANCELLED

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August 2020

#HalfMyDaf

August 6 @ 3:00 pm

 


SPEAKERS

David and Jennifer Risher

David Risher profile
Jennifer Risher profile

 

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October 2020

Strategies for the Paycheck Protection Program

October 20 @ 11:00 am

 


SPEAKER

Joseph F. Bailey, JD
Perkins Coie
profile

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Potential Impacts of the Election on Estate Planning

October 29 @ 11:00 am

 


SPEAKER

Chris Hennessey, JD, CPA
Babson College
profile

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