Past Events

December 16, 2020 Year End Roundtable Brown Bag Lunch
November 10, 2020 57th Annual NAEPC Advanced Estate Planning Strategies Virtual Conference
August 26, 2020 August 26th Virtual Webinar “Covid-19 and Employment Law – What Now?”
Joe Hamell, JD
July 22, 2020 July 22, 2020 Virtual Webinar "Qualified Opportunity Zones"
Marc L. Schultz, Esq.
June 24, 2020 June 24 Virtual Webinar "Secure Act & CARES Act"
January 22, 2020 January 22, 2020 Dinner Meeting
Mehrdad Ghassemieh
November 13, 2019 Board Meeting
October 23, 2019 October 23rd Dinner Meeting
Sue Peterson, Cornerstone Advisors
August 14, 2019 Board Meeting
July 24, 2019 July 24th Dinner Meeting
Rene Shaefer
May 8, 2019 Board Meeting
February 13, 2019 Board Meeting
January 23, 2019 January 2019 Dinner Meeting
Jerrica Pierson Seeger
January 9, 2019 January 9th, 2019 Webinar
Jamie P. Hopkins, JD, MBA, LLM, CFP®
October 24, 2018 October 24th 2018 Dinner Meeting
Jennifer Gellner
July 25, 2018 EPC SKC July 25th Dinner Meeting
Kristina Katayama
April 25, 2018 EPC SKC April Dinner Meeting
Ryan Montgomery & Scott Feir
January 25, 2018 January 24th EPC SKC Dinner Meeting
Chelsea Clayton
October 25, 2017 October 25th Dinner Meeting
Jim McKay, CFP
July 26, 2017 EPC SKC July 26th Dinner Meeting
Sarah MacLeod, Attorney with Lane Powell
April 26, 2017 EPC SKC April 2017 Dinner Meeting
Panel
January 25, 2017 January 25th 2017 Dinner Meeting
Steven M. Briggs, Counsel for the United States Drug Enforcement Administration
October 26, 2016 October 26th, 2016 Dinner Meeting & Social
Robert Sailer
July 27, 2016 July 27, 2016 Dinner Meeting
Jen Gloss, AssetMark
April 27, 2016 April 27, 2016 Dinner Meeting
Rochelle L. Haller
January 27, 2016 January 27th 2016 Dinner Meeting
Matthew Boelter
October 28, 2015 October 28th, 2015 Dinner Social
Jeff Helsdon, CES - Olympic Exchange Accommodators, LLC
July 22, 2015 July 22 Dinner Social
Randall Grove & Marshall Stagg, Landerholm P.S.
April 23, 2015 April 22, 2015 Dinner Meeting Social
Warren L. Baker JD, LLM
January 31, 2015 January 2104 Dinner Meeting
Safia Skryger-Nelson
October 23, 2014 October Dinner Meeting
Sandra Robb
July 23, 2014 Elder Financial Exploitation from a Prosecutor’s Perspective
Page Ulrey
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