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DTSTART:20150129T163000Z
DTEND:20150130T003000Z
LOCATION:Harrison Medical Center Silverdale Campus
UID:1146520150129T163000ZKitsap Estate Planning Seminar
DTSTAMP:20260405T215855Z
DESCRIPTION:\n \n \n \n \n\n    \n \n  \n \n \nThis event is presented in partnership with Kitsap County Estate Planning Council,\n \nKitsap Community Foundation and Harrison Medical Center Foundation\n Sponsored by BNY Mellon\n \n \n   \n \n \nRegister Now\n \n \n \nJanuary 29, 2015\n \n \n \n[Register Half-Day Here](http://click.icptrack.com/icp/relay.php?r=3296388&msgid=230215&act=Z2HW&c=1234800&destination=https%3A%2F%2Fkcf.smalldognet.com%2Ferp%2Fdonate%2Fcreate%3Fevent_date_id%3D1040)     [Register Full-Day Here](http://click.icptrack.com/icp/relay.php?r=3296388&msgid=230215&act=Z2HW&c=1234800&destination=https%3A%2F%2Fkcf.smalldognet.com%2Ferp%2Fdonate%2Fcreate%3Fevent_date_id%3D1041)\n  \n \n \n \nWhat: Seminar will feature regional and local speakers bringing their knowledge to a program designed to improve technique and strategies for all estate planning professionals.\n\n Keynote speaker will be Kevin Rogers of BNY Mellon, “Wealth Sustainability in Families Through Multiple Generations.” This presentation is designed for advisors and their clients.  For no charge, you are welcome to bring clients to the keynote speech.\n\n Pending MCLE, CE, and CPE credits (6.5 credits)\n\nWhen: January 29, 2015, 8:30 am - 4:30 pm\nWhere: Harrison Medical Center Silverdale Campus\nCost: Early Registration $75 full day • $45 half day (lunch provided)\n          Day of Registration: $100 full day • $50 half day\n  \n \n\n\nAgenda\n \n8:00am Continental Breakfast\n  \n \n \n \n8:45 - 10:00 AM Keynote Session\nWealth Sustainability in Families through Multiple Generations\n \nPresented by: Kevin Rogers, Managing Director & Family Wealth Advisor, BNY Mellon\n \n \n \n*break*\n \n\n 10:30 - 12:00 PM\n \nCharitable Giving Myths and Fears; How to Overcome Them\n Presented by: John Kenney, JD, Luce, Kenney & Associates P.S.; Kelly Nelson, CPA, Bader Martin PS; Tom Deichert\n \n \n \n*lunch provided*\n \n\n 12:30 - 1:30 PM\n \nBusiness & Real Estate Interests in Trusts & Estates\n Presented by: Teresa Byers, JD, Garvey Shubert Barer\n \n\n 1:30 - 2:30 PM\n \nEstate Planning, Medicaid, and Elder Law Updates\n Presented by: Richard Tizzano, JD, Sherrard, McGonagle & Tizzano\n \n \n \n*break*\n \n\n 2:45 - 3:45 PM\n \nCurrent Issues with Business Valuations in Estate Planning\n Presented by: Mark Mitchell, CFA ASA, Partner and Director of Valuation Services, Petersen Sullivan LLP\n \n\n 3:45 - 4:30 PM\n \nBeyond the Fairytale: Estate Planning for Divorce and Blended Families\n Presented by: Alexandra (Xan) Gerson, JD, Helsell Fetterman LLP\n \n \n \nRegistration required: [Register Half-Day Here](http://click.icptrack.com/icp/relay.php?r=3296388&msgid=230215&act=Z2HW&c=1234800&destination=https%3A%2F%2Fkcf.smalldognet.com%2Ferp%2Fdonate%2Fcreate%3Fevent_date_id%3D1040)     [Register Full-Day Here](http://click.icptrack.com/icp/relay.php?r=3296388&msgid=230215&act=Z2HW&c=1234800&destination=https%3A%2F%2Fkcf.smalldognet.com%2Ferp%2Fdonate%2Fcreate%3Fevent_date_id%3D1041)\n \n \n \nFind out more [here](http://click.icptrack.com/icp/relay.php?r=3296388&msgid=230215&act=Z2HW&c=1234800&destination=http%3A%2F%2Fwww.kitsapfoundation.org%2Festateplanningseminar.aspx)\n \n \n \nor contact Kol Medina at kol@kitsapfoundation.org or (360) 698-3622.\n \n \n  \n \n
SUMMARY:Kitsap Estate Planning Seminar - Kitsap County Estate Planning Council 
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