TEPC - October Meeting
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Please join us at the first meeting of Tacoma Estate Planning Council's 2026-27 season at the Tacoma Centre - Ebony & Ivory Coffee Bar.
We have the Board Room reserved, which is on the lobby level of the Tacoma Centre and located straight past the elevator banks.
Bring your horror stories, not just because Halloween is right around the corner, but because we'll be discussing the importance of proper beneficiary designations. We all know beneficiary forms often override estate-planning documents, but do our clients? Common mistakes: ex-spouse still listed, deceased parent listed, no contingent beneficiary, minor child listed directly, trust named incorrectly, or charity omitted entirely from retirement planning.
The first 30 minutes will be for networking & our group lead discussion will begin around 5:00.
We're so looking forward to seeing you,
Thomas, Ryan, Stephanie, Robert & Rick, TEPC Board Members
