Virtual Financial and Estate Planning Workshop

Virtual Financial and Estate Planning Workshop

Summary
Join us for a virtual one hour workshop that will provide you with valuable strategies to secure your legacy while maximizing benefits for your loved ones and the causes you hold dear.

Please join YWCA Seattle | King | Snohomish for a virtual Financial and Estate Planning Workshop on October 17th from 12:00 to 1:00pm. Led by Board Alum and a Pathstone Managing Director Sue Peterson as well as a Pathstone Associate Director Lyndsey Taht this one-hour workshop will provide you with valuable strategies to secure your legacy while maximizing benefits for your loved ones and the causes you hold dear.

This session will be designed for individuals towards the beginning of their financial journey, and cover everything from starting your financial roadmap, to understanding the basics of estate planning and making a will, to making a meaningful and lasting impact through charitable giving. Whether you're just beginning to think about the future, or looking to fine-tune your plans, this workshop will offer actionable and practical advice. While targeted towards those at the beginning of their financial planning journey, all are welcome to attend.

To RSVP for this workshop and receive the Zoom link, please contact Liz Hill at lhill@ywcaworks.org or 206.461.4462. If there are topics you would like to see addresses during the session, please let us know!

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