Planned Giving Workshop
June 18 @ 12:00 pm – 1:45 pm
We are hosting a Planned Giving Workshop for Bellevue LifeSpring Board, Circle, and Emeritus Council members.
We will be joined by Sue Peterson, a Managing Director of Pathstone’s Bellevue office and financial industry professional with more than 30 years of experience and expertise in legacy planning. We’ll also be joined by Wendy Allard, a partner at the law firm Peterson Russell Kelly Livengood in Bellevue, who focuses on estate and succession planning and has 25 years of experience.
Wendy Allard
Sue Peterson
Optimize Your Legacy for Your Family and Community
Many of us have worked all of our lives raising our kids, and now it’s time to ensure our personal short and long-term legacies make an impact on the future of our community. Planned giving is one of the most powerful actions you can take to help end hunger and homelessness for Bellevue children. A planned gift is a portion of strategic estate planning and establishes your charitable legacy. Whether through bequests, life insurance beneficiaries, trusts, or designating us in your retirement plans like IRA or 401K, your gift ensures Bellevue LifeSpring is here to support Bellevue children for generations to come.
The Workshop
The workshop will be full of practical and actionable ideas. Sue and Wendy will guide us through a variety of topics, including creating a meaningful impact to secure your legacy while maximizing benefits for your loved ones and the causes you hold dear. They will share their expertise, provide helpful insights, and answer all your financial planning questions.
Your thoughtful planning today can create a positive and enduring impact on the Bellevue of tomorrow.
Register Today!
Space is limited—only 25 seats are available! Register today by emailing Brittney Goggins at brittney@bellevuelifespring.org or calling Travis Thompson at (206) 765-0026.
Complimentary lunch will be provided.