- This event has passed.
Virtual Planned Giving Lunch & Learn
November 5 @ 12:00 pm – 1:00 pm
Optimize Your Legacy for Your Family and Community
Planned Giving is one of the most powerful actions you can take to ensure your personal short and long-term legacies make an impact on the future of your family and community.
Join us on Tuesday, November 5, 2024, for a virtual Planned Giving workshop with Sue Peterson and Wendy Allard!
Sue Peterson
Wendy Allard
Sue is a Managing Director of Pathstone’s Bellevue office and a financial industry professional with more than 30 years of experience and expertise in legacy planning. Wendy is a partner at the law firm Peterson Russell Kelly Livengood in Bellevue. She has 25 years of experience in estate and succession planning.
Together, they’ll share valuable insights and practical ideas to help you make informed decisions about your legacy.
You will be guided through a variety of topics, including:
- How to maximize benefits for your children and the charities you support.
- Very specific ways to understand if you have enough to gift and the many ways you can make a gift.
- How to get the biggest bang for your buck and save money doing it.
Come learn and engage with topics on how planned giving can make an impact for generations to come!