Member Meeting & Annual Meeting
Royal Oaks Country Club Vancouver, WA, United StatesGuest Speakers: Kripa Raguram and Jordan Patterson Perkins & Co "10 Income, Gift and Estate Planning Considerations"
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Board Meeting
Midwest Trust CompanyMember Meeting
Heathman Lodge 7801 NE Greenwood Drive, Vancouver, WA, United States"Diminished Capacity & Trusts" Jessie Minger, Guest Speaker Schwabe, Williamson & Wyatt 4:45 p.m. | Social/Networking 5:30-6:30 p.m. | Dinner Service and Speaker Presentation
Board Meeting
Midwest Trust CompanyMember Meeting
Ripple Impact NWBoard Meeting
Midwest Trust CompanyMember Meeting
Heathman Lodge 7801 NE Greenwood Drive, Vancouver, WA, United States“Investment Strategy and Wealth Management Topics” Guest Speakers: Jason Norris, CFA & Brett Norris, CFP® Ferguson Wellman Capital Management 4:45 p.m. | Social/Networking 5:30-6:30 p.m. | Dinner Service and Speaker Presentation Heathman Lodge 7801 NE Greenwood Drive, Vancouver, WA 98662
Board Meeting
Midwest Trust CompanyMember Meeting
Heathman Lodge 7801 NE Greenwood Drive, Vancouver, WA, United States2024 Market Recap and 2025 Forecast Guest Speaker: T.J. McConville, Chief Investment Officer Becker Capital Management