53rd Annual Estate Planning Seminar 2024 | EJP Events | 2 February 2024 | Hilton Downtown Portland, 921 SW 6th Ave, Portland, OR 97204, USA
Venue
Hilton Downtown Portland
Hilton Downtown Portland, 921 SW 6th Ave, Portland, OR 97204, USA
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| Event Date |
Fri Feb 2 PST (10 months ago)
In your timezone (EST): Fri Feb 2 3:00am - Fri Feb 2 3:00am |
| Location |
Hilton Downtown Portland
921 SW 6th Ave, Portland, OR 97204, USA |
| Region | Americas |
Details
We are a non-profit organization with the objective of providing professional education to further the estate planning knowledge of our members. Our membership is comprised of Estate Planning Attorneys, Trust Officers, Certified Public Accountants, Chartered Life Underwriters, Certified Financial Planners, Chartered Financial Consultants, and others actively participating in estate planning matters in Oregon and Southwest Washington.
Speakers
2024 Speakers
Samuel A. Donaldson, JD, LLM
Professor, Georgia State University
Wendy Goffe
Partner, Stoel Rives
Turney Berry
Partner, Wyatt, Tarrant & Combs, LLP
Juan Ros
CFP®, AEP®, CEPA | Financial Advisor Forum Financial Management
Nancy Henderson
Partner, Henderson Caverly & Pum
Susan Gary
Professor, University of Oregon School of Law
Karen Boxx
Professor, University of Washington School of Law
Samuel A. Donaldson, JD, LLM
Professor, Georgia State University
Sponsors & Partners
2024 Sponsors
• Allen Trust Company
• Buckingham Strategic Wealth
• Ferguson Wellman
• Oregon Community Foundation
• US Private Wealth Management
• Aldrich Wealth
• Arnerich Massena
• Bank of America
• Becker Capital Management
• Bonhams
• Candance Jennings Consulting
• ColumbiaTrust Company
• First Republic
• Guide Dogs for the Blind
• Mossadams
• National Christian Foundation Northwest
• Oregon Health & Science University Foundation
• Oregon Humane Society
• OJCF
• Oregon Pacific Bank
• OPB
• Perkins & Co
• Riverview Trust Company
• Soft Landings Solutions For Seniors
• Top Kohlbush & Hoem
• Washington Trust Bank
• Wells Fargi Advisors
• Whittier Trust
• BMO Wealth Management
• Dunn Carney
• Literary Arts
• Northwest
• Northwest Trustee & Management Services
• Oregon Wildlife Foundation
• Providence Foundation of Oregon
• Samuels Yoelin Kantor
• Schwabe
• Stuart Weiss Business Valuation