TRI-CITIES ESTATE PLANNING COUNCIL (WA)

Please join us for the Tri-Cities Estate Planning Council meeting on November 19, 2026, at Meadow Springs Country Club. Outstanding dues for 2026 need to be paid prior to this meeting.

Date: Thursday, November 19, 2026

Time: 6:00pm - 8:00pm
Location: Meadow Springs Country Club

Agenda:

• Opening remarks
• Introductions
  • Membership Applications
    • Heather Rader
    • Ryan Brault
• Meeting minutes
• Treasurer’s report
• 2027 Executive Board Approval
  • President: Shea Meehan
  • Vice President: Jeremy Bishop, or nomination
  • Secretary: Blaine Carr, or nomination
  • Treasurer: Bonnie Walter, or nomination
  • At Large: Randall Jobs, or nomination
• 2027 meetings:
  • Dates - MEETING LOCATIONS TBD
    • January 21, 2027
    • March 18, 2027
    • May 20, 2027
    • September 16, 2027
    • November 18, 2027
  • Increase in dues
    • Due to change in meeting location and rising costs, the board is determining the appropriate amount for dues for membership in 2027 and on.
• Corporate Sponsor Signup for 2027
• Speaker

Speaker:  Courtney Moore, Development Manager for Generational Care 

Topic: Resources Available to the Generations You Care For

Speaker Bio: With 16 years of experience in marketing and business development, Courtney brings a unique perspective to her role as Development Manager at Generational Care. Her interest in business growth and strategy led her to simultaneously pursue earning her Series 6, 63, and 65 licenses. Today, she brings that experience full circle, connecting generations with resources that support purpose, dignity, and quality of life. 

Today, Courtney brings those perspectives together at Generational Care, where she leads philanthropy and development efforts to strengthen the organization’s reach and impact. Her work has come full circle, from helping businesses grow their visions, to helping individuals plan for their futures, to connecting older adults and their families with resources that support their well-being throughout life’s later chapters.

Understanding that our greatest assets are ultimately our health and time, she is passionate about building partnerships with professionals who help individuals and families plan for the future.

Thank you to our corporate sponsor for this meeting – Cornerstone Wealth Strategies!

Entree choices:

• Herb Roasted Prime Rib (min order is 20, if min. isn’t met, Meadow Springs with serve a steak option of their choice)

• Chicken Astoria

• Pesto Crusted Salmon

• Vegan Chili and Blackened Tofu with Crostini

Please RSVP with your entree selection no later than Tuesday, November 10th. 

If you will be bringing a guest, please include the name of your guest in your RSVP by adding them as a second attendee. 

You will be prompted to login using your username and password.  If you don’t recall your username and password, please open the attachment listed “Updating your Member Listing”. 

If you are unable to attend, please click the “unable to attend” box in the payment information section.

Please do not hesitate to email the board with any questions at admin@tcestateplanning.com.

We look forward to seeing you on the 19th!