Speaking Engagements

Capital Planning has a long history of providing educational services for various groups. Below is a list of workshop offerings and the organizations we have served, call 425 - 643 - 1800 to schedule a speaking engagement for your group.

Whom We Serve

  • Managers and Executives of Public Companies
  • Associations
  • Not for Profit Institutions
  • Faith Based Organizations
  • Family Meetings & Retreats

Past Speaking Engagements

  • MAST: Mergers, Acquisitions, and Strategic Transitions for Business Owners
  • Investment and Financial Planning for Boeing Executives - The Boeing Company
  • Boeing Executive Compensation & Benefits Strategies
  • The Seven Steps to Successful Retirement™ - Boeing Management Association
  • Thy Will Be Done™: Creating Your Values-Based Estate Plan - BMA Gold Card
  • Generational Wealth: Creating Your Family Legacy Plan - World Presidents Organization (WPO) PNW Chapter
  • The Legacy Series - Seattle Children's Hospital Foundation
  • Family Legacy: Men's Weekend - Young Life, Malibu, Canada
  • Preparing Future Generations: Preserving Your Family Legacy - Private Family Retreat

 

Workshop Offerings

Managers and Executives of Public Companies

  • Executive Compensation & Benefits Strategies
  • The Seven Steps to Successful Retirement™
  • Investing Your VIP- 401(k)
  • Investing for Retirement - The Sustainable Retirement Income Plan

Associations

  • MAST - Mergers, Acquisitions, and Strategic Transitions for Business Owners
  • Generational Wealth - Creating Your Family Legacy Plan
  • Business Succession - Lessons from Successful Leaders
  • Disinheriting the IRS - Advanced Estate Planning Strategies

Not for Profit Institutions

  • Thy Will Be Done™ - Creating Your Values-Based Estate Plan
  • Family Legacy - Creating a Lasting Legacy for Generations (Couple's Retreat)
  • Disinheriting the IRS - Advanced Estate Planning Strategies

Faith Based Organizations

  • Thy Will Be Done™ - Creating Your Values-Based Estate Plan
  • One Life One Legacy - Are You in the Game? (Men's Retreat)
  • Family Legacy - Creating a Lasting Legacy for Generations (Couple's Retreat)

Past Sponsors

  • The Boeing Company
  • Boeing Management Association (BMA)
  • BMA Goldcard
  • Microsoft
  • Weyerhaeuser
  • WPO Pacific Northwest
  • YPO-WPO Vision & Values Conference
  • Northwest Family Business Advisors
  • Bellevue Christian School
  • Seattle Children's Hospital Foundation
  • Seattle Pacific University
  • The Navigators
  • Families Northwest
  • University Presbyterian Church
  • Westgate Chapel
  • Eastside Calvary Chapel
  • Lake Sammamish Four Square Couple's Retreat
  • City Calvary Chapel Men's Retreat
  • Young Life, Men's Weekend, Malibu, Canada

Events

See our Events Section for more details.

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