Join us for the next
EPC SKC Dinner Meeting
Wednesday, April 24, 2019 at 4:30 P.M.
Speaker: Jeffrey Pritchard
Topic: 529 College Savings Plans & Multi-Generational Planning
For thirty-five years, Jeff Pritchard has worked with some of the nation’s premier wealth management organizations, advising families how to best achieve their multigenerational financial and philanthropic goals.
Much of his career has been spent in the investment field, culminating as senior VP with US Bank overseeing trust and investment management sales in eight western states. He transitioned to the non-profit arena in 2007 as the National Key Account Manager for Schwab Charitable’s $10 billion Donor Advised Fund. Thereafter, Jeff served as the Director of Philanthropic Services for the Greater Tacoma Community Foundation.
Jeff received his Bachelor of Arts degree from the University of Southern California, holds a master of business administration degree (MBA) from the University of California at Long Beach, is a certified financial planner (CFP) and a chartered advisor in philanthropy (CAP).
Jeff has served on numerous not-for-profit Boards including Rotarian Malaria Partners, Washington Planned Giving Council, Bainbridge Island Community Foundation, USC Alumni Board of Governors, Helmets for Youth Foundation, and Seattle Rotary Service Foundation.
He is the author of five other books and has been quoted in national publications such as US News & World Report, Trusts & Estates, Money, and USA Today.
In his spare time Jeff is an avid mountaineer having climbed throughout the Pacific Northwest as well as international peaks such as Alpamayo in Peru and Satopanth in northern India.
Location- Ramada, Kent | 22318 84th Ave S, Kent, WA 98032
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Dinner Meetings are the 4th Wednesday in January, April, July and October
Board Meetings are the 2nd Wedneday in February, May, August and November
April 24, 2019 Dinner Meeting
May 8, 2019 Board Meeting
July 24, 2019 Dinner Meeting
August 14, 2019 Board Meeting
October 23, 2019 Dinner Meeting
November 13, 209 Board Meeting
All board meetings are at 3pm at Hanis' office.