Gift and Financial Planning Virtual Seminar
Gift and Financial Planning Virtual Seminar
Join us on March 14 for a Gift and Financial Planning Virtual Seminar, hosted by long-time YWCA supporter and Board Alum Sue Peterson, CFA, and our YWCA. Sue is an expert in this area and is a Managing Director of Pathstone’s Bellevue office.
During this one-hour workshop, you will gain valuable insights into the intricacies of estate planning and discover strategies to secure your legacy while maximizing benefits for your loved ones and the causes you hold dear. Topics will include how to start charting your personal financial roadmap, saving, leveraging gifts for your family, and creating a meaningful impact through planned giving. Whether you're just beginning to explore estate planning or seeking to refine your existing plans, this introductory workshop will provide actionable advice that you can apply to your personal financial goals.
To RSVP: please email Sarah Hassen at shassen@ywcaworks.org or call 206.490.4365. Once you RSVP, you will receive a confirmation email containing the event details and instructions for accessing the Zoom online.
March 14, 2023 | Time: Noon - 1 PM
Location: Online (Zoom)