The SCEPC speaker series runs each year from September through May. Meetings generally take place on the third Thursday of September, November, January, March, and May. All speaker meetings are held at the Everett Golf & Country Club, which is located at 1500 52nd Street SE, Everett, Washington. The meeting format offers members ample time to eat, collegially meet and network with other members, and listen to the noted speaker.

Please find below a list of this year’s meeting dates, times, and locations:

Date

Time

Location

Topic

Speaker

Thursday, September 19, 2024

3:00 pm to 4:30 pm

Social Mixer

No Speaker

Thursday, November 21, 2024

3:00 pm to 4:30 pm

Legacy with Impact: Estate-and-Tax-Friendly Charitable Planning for Clients

Elena Pullen-Venema, Director of Philanthropic Advising at The Give Team

Thursday, January 16, 2025

3:00 pm to 4:30 pm

TBD

Planning for Social Security

Susan Campbell, Principal, Safety Net Consulting

Thursday, March 20, 2025

3:00 pm to 4:30 pm

TBD

Federal Estate Tax Exemption Planning

Ashley Velategui, Bernstein Private Wealth Management

Thursday, May 15, 2025

3:00 pm to 4:30 pm

TBD

End-of-Year Mixer

No Speaker