November 2025 Breakfast

Date: Wednesday, November 19, 2025
Time: 7:00am - 9:00am
Location: Hyatt Bellevue - Cedar Room
Speaker: Panel - Brent Williams-Ruth, Attorney-At-Law, Ted Chandler CPA and a Tax Manager in BDO’s Private Client Services, John Heffel, CFP® Fortis Financial Group

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Panel Discussion & Breakfast: From Policy to Planning – Practical Application of Recent Legislative Changes

Join us for an engaging morning of insights and conversation as we unpack the latest legislative updates shaping the world of estate planning.

Our expert panel will bridge the gap between policy and practice, offering actionable guidance on how recent changes impact planning strategies, compliance, and client outcomes.

Date: November 19th
Time: 7am coffee chat; 7:45-9am breakfast presentation
Location: The Hyatt Regency in Bellevue (900 Bellevue Way NE)

Over breakfast, our speakers will discuss:

·         Key legislative updates and their practical implications

·         Strategies for advisors and planners to adapt effectively

·         Real-world scenarios and best practices in today’s evolving landscape

 

Whether you’re a financial advisor, estate planner, or legal professional, this session is designed to help you turn policy into practical action for your clients.

  • Coffee Chat starts at 7:00am for those early risers!

  • Breakfast at 7:45am

  • Presentation begins at 8:00am 

  • Sponsors Bring Your Swag and come early to set up!

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