We may break for the summer from our regular meetings but the Webinar series continues for great content and good company.  Take a moment to consider attending the next installment of the National Estate Planning councils webinar series.  Sponsored graciously by the Whatcom Community Foundation.  Lunch will be provided and it is free to attend for all current Northwest Washington Estate Planning Council members in good standing.  Details are provided below and follow this link to RSVP.  See you there!

Robert G. Alexander Webinar Series
Upcoming Program

Wednesday, July 12, 2017
12:00 pm - 1:00 pm PDT

1500 Cornwall Avenue, Suite 202
Bellingham, WA 98225

"Meet the Rileys: Can this Case be Closed?"

Expertise offered by:
Philip Cubeta, CLU®, ChFC®, MSFS, CAP®

About the program:

Join with us to plan for J.D. and Mary Riley, age 70, as they plan to exit their $18 million S-Corporation and transition to greater giving and community engagement. What holds them back as they contemplate signing off on their plans? Where might our process have gone wrong? Can the case be saved? This program is intermediate to advanced.

About the speaker:

Phil teaches philanthropy to advisors and nonprofit gift planners in the American College Chartered Advisor in Philanthropy (CAP) program. Prior to this he was Chief of Staff for The Nautilus Group, an initiative of New York Life, providing estate and business planning strategies to the clients of the company leading representatives. His original training was in the humanities.