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SUMMARY:Virtual Planned Giving Lunch & Learn
DESCRIPTION:Register Today\n\n\n\n\n\n\n\nOptimize Your Legacy for Your Family and Community\n\n\n\nPlanned 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.  \n\n\n\nJoin us on Tuesday\, November 5\, 2024\, for a virtual Planned Giving workshop with Sue Peterson and Wendy Allard! \n\n\n\n\n\n\n\n\n\n\n\n\n\nSue Peterson \n\n\n\n\n\n\n\n\n\nWendy Allard \n\n\n\n\n\n\n\n\n\n\n\n\n\nSue 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. \n\n\n\nTogether\, they’ll share valuable insights and practical ideas to help you make informed decisions about your legacy. \n\n\n\nYou will be guided through a variety of topics\, including: \n\n\n\n\nHow to maximize benefits for your children and the charities you support.\n\n\n\nVery specific ways to understand if you have enough to gift and the many ways you can make a gift.\n\n\n\nHow to get the biggest bang for your buck and save money doing it.\n\n\n\n\nCome learn and engage with topics on how planned giving can make an impact for generations to come! \n\n\n\n\n\n\n\nRegister Today:\n\n\n\n\n                \n                        \n                             \n                        \n                        Name(Required)\n                            \n                            \n                                                    \n                                                    First\n                                                \n                            \n                            \n                                                    \n                                                    Last\n                                                \n                            \n                        Email(Required)\n                            \n                        PhoneAre you bringing a guest?(Required)\n			\n					\n					Yes\n			\n			\n					\n					No\n			If you answered "Yes" in the previous question\, please add your guest's name:Guest email address (if applicable):\n                            \n                        Do you have specific questions you'd like answered during the workshop?\n         Submit
URL:https://www.bellevuelifespring.org/event/planned-giving-workshop/
LOCATION:Washington
CATEGORIES:Featured
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