Chapter Meetings



MeetingLogojpg

Business Meeting from 3:30 to 4:00,

Speaker from 4:00 to 5:00 pm followed by a social hour.

1 Hour of CE Credits pre-approved and

complimentary appetizers at each meeting!

2019  Meetings:


 

January 16, 2019
” Long-Term Care Update, Planning Tools and Effective Process”

Speaker: David Wolf, President and Owner, Wolf & Associates
Location:
The Centennial Hotel – Spokane, WA
303 W North River Drive Spokane, WA 99201

 

March 20, 2019
“Investment Policy Statements: A Panel Discussion”

Speaker:
Greer Gibson Bacon, CFP® / Asset Planning & Management
Greg Bowman, Northwest Trustee & Management
Todd Koyama, CFP®, Selkirk Wealth Advisors

Location:
The Spokane Club, Gourmet Room – Spokane, WA
1002 W Riverside Ave Spokane, WA 99201

May 22, 2019
“Learn the A, B, C, and Ds of Medicare and how your clients can use Statewide Health Insurance Benefit Advisors (SHIBA) services”

Speaker: Monica Kudrna, SHIBA

Location:
The Spokane Club, Gourmet Room – Spokane, WA
1002 W Riverside Ave Spokane, WA 99201

 

July 2018
No Meeting this month… enjoy your summer!

 

September 18, 2019
“Updated Landscape of 401(k) plan design and maintenance”

Speaker: Lynn Hurley, Randall Hurley
Location:
The Spokane Club, Gourmet Room – Spokane, WA
1002 W Riverside Ave Spokane, WA 99201

 

October 23, 2019
Spokane FPA Annual Meeting

Location: The Centennial Hotel (Windows Room) – Spokane, WA
303 W North River Drive Spokane, WA 99201
8-5 pm
For more information click on our EVENTS PAGE

 

November 20, 2019
“Review of New Tax Forms”

Speaker: Adam Sweet, Eide Bailly
Location:
The Spokane Club, Gourmet Room – Spokane, WA
1002 W Riverside Ave Spokane, WA 99201


 

To RSVP for our meetings, please contact:
Chapter Executive
Tiffany R Tucker
FPA of Spokane
(509) 328-6653