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Friday, September 23, 2011 at 7:30 a.m.
Retirement Plans: 401(k) Update and Non-traditional IRA Investing
John G. McGlynn, AIF, Pacific Portfolio Consulting
Warren L. Baker, J.D., Amicus Law Group
Wednesday, November 16, 2011 at 7:30 a.m.
The
More Things Change ...: How Different is it Really? The New Trust Act
Amendments and What They Mean to You and Your Clients
Heidi Orr, J.D., Lane Powell
Gail Mautner, J.D., Lane Powell
Filmore E. Rose, J.D., Lane Powell
Tuesday, January 24, 2012 at 7:30 a.m.
Social Security Update
Bill Hunot, Financial Planning Analyst, Wells
Fargo & Co.
Friday, March 16, 2012 at 7:30 a.m.
Current Planning Issues with Life Insurance and Annuities
Karen L. Susac, JD, CLU, ChFC, CFP®,
Financial Professional
Carl Burnham III, CLU, ChFC, Deschutes
Wealth Management
Next Meeting:
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Wednesday, May 9, 2012 at 7:30 a.m.
Grantor's Remorse
Sarah MacLeod, J.D., Miller Nash
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All meetings are held at the Hyatt Regency Bellevue, 900 Bellevue Way NE.
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