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    Primary Contact:
    Emee Pumarega, CMP
    Email | 503-284-6756

     
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    49th Annual Estate Planning Seminar
    49th Annual Estate Planning Seminar
    Fri, January 24, 2020 @ 08:00 AM — 06:00 PM
    THIS EVENT IS 100% FREE!

    Nationally-recognized speakers - Important topics!


    Join us January 24, 2020 for the region's largest and most important continuing education event for professionals in the estate planning field.


    For more information, please click the three-line menu at the top left to expand additional pages.



    Registration: Open
    All times are Pacific Time (unless otherwise specified)
    Event Date
    JAN
    24
    FRIDAY
    8:00 AM to 6:00 PM
    Registration Closes
    JANUARY 17, 2020 @ 5:00 PM
    Location
    Address
    Oregon Convention Center
    777 NE MLK Jr Blvd
    Portland, OR  USA
    Register Now
    EPC MEMBERS
    NON-MEMBERS
    SPONSORS
    Summary Agenda
    MAIN AGENDA
     
    Friday, January 24
      7:00 AM to 8:00 AM
    Continental Breakfast hosted by US Bank
      7:00 AM to 4:00 PM
    Registration
      8:00 AM to 8:15 AM
    Welcome and Opening Remarks
      8:15 AM to 9:30 AM
    It's All in the Family...What's a Family? - Hugh Magill, Northern Trust Company
      9:30 AM to 10:45 AM
    GST - Julie Kwon, McDermott Will & Emery LLP
      10:45 AM to 11:00 AM
    Break
      11:00 AM to 12:15 PM
    Tax and Estate Planning for Global Entrepreneurs & Private Companies - Lucy Lee
      12:15 PM to 1:00 PM
    Networking Lunch Sponsored by Union Bank
      1:00 PM to 1:30 PM
    Dessert in Exhibit Hall
      1:30 PM to 2:30 PM
    20 "Favorite" Life Insurance Planning Mistakes - Lawrence Brody
      1:30 PM to 2:30 PM
    Fiduciary Risk Mitigation - Lauren Wolven
      2:30 PM to 3:00 PM
    Networking Break
      3:00 PM to 4:00 PM
    Oregon and Washington Updates - Susan Gary & Karen Boxx
      4:00 PM to 5:00 PM
    Federal Updates - Sam Donaldson
      4:30 PM to 6:00 PM
    Reception hosted by Ferguson Wellman
    Thank you to our 2019 GOLD SPONSORS!
    To apply to be a Sponsor in 2020, please contact emee@ejpevents.com.

     

     

     
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