Join YWCA on May 15th from 12:00 PM to 1:00 PM via Zoom for a Financial and Legacy Planning Webinar! This event will offer valuable insights on creating a legacy that aligns with your financial goals, while providing information about how it can also support the women and families YWCA serves during your lifetime and beyond. 

Our two panelists for the event are:

• Sue Peterson – Managing Director at Pathstone Wealth Management and YWCA board alum. Sue specializes in advising individuals and families on a wide range of wealth management issues, including financial and legacy planning, investment management, and income taxes. Sue serves as the Chair of Pathstone’s HerPath initiative, which focuses on empowering women to play an integral role in their financial lives by boosting their knowledge and confidence in financial decision-making.
• Wendy Allard – Partner at the law firm PRK Livengood. Wendy’s practice focuses on estate planning, probate, and business transactions. She has extensive experience in sophisticated estate planning for wealth preservation and efficient asset distribution, especially with tax considerations. Wendy’s background in tax law allows her to help clients integrate their business strategies with estate planning to minimize taxes while fulfilling personal and family goals.

To RSVP and receive the Zoom link, please email development@ywcaworks.org. If there are any topics you would like to see addressed during the webinar, please let us know in your RSVP.