Due to the COVID19 outbreak and concern for our community, we have moved our educational programs and offerings to webinar and/or teleconferencing format. Check in here for upcoming events. We look forward to connecting with you even as we need to be physically distant.

Upcoming Events:

Webinar Wednesday - For educational programs reserve the second Wednesday of the month. All events are at 1:00pm PST unless otherwise noted.  Details will be provided here at least one week prior to the event.  Webinar Wednesdays are taking a break for the end of the year.  We will resume after the start to the new year.  Best wishes!  We look forward to “seeing” you in 2023.

RSVP to Teri Deshler at 425-369-5111 or by the Tuesday before the event to receive the Zoom meeting link.

Past Events:

March 20, 2023 Current Financial Events and What They Could Mean For Your Portfolio
Yvonne recently provided an interactive presentation at Pacific Regent in Bellevue with a
Question & Answer session about current economic/market conditions and outlook.

February 9, 2023 Yvonne was part of a panel sponsored by Aging Wisdom on February 9th, 2023.  The panel provided information and CLE credit for legal professionals, especially those serving aging and elderly clients.  The purpose of the panel (with representation from diverse industries) was to discuss the financial, legal, and care management related services needed to support the Next Generation of clients (aka Baby Boomers).

December 7, 2022 Conversations to wrap up 2022
presented by Yvonne Hall, Managing Director - Investments and
Maegan Dornan, First Vice President - Investment Officer

November 15, 2022 Fundamentals of Social Security
hosted by Wells Fargo Advisors Issaquah Branch with guest speaker
Rob Kron, Advisor Education Consultant with Nuveen

November 9, 2022 Ready or Not -- Aging is Happening!
guest speakers Lisa Mayfield with Aging Wisdom and Sima Kahn with Healthcare Advocacy Partners

August 24, 2022 A special educational offering for tax professionals
presented by Dan Hodo, Senior Regional Director with Russell Investments

Any third-parties mentioned are not affiliated with, or endorsed by, Wells Fargo Advisors
Insurance products offered through affiliates.
These events are educational in nature and no specific products will be discussed.
Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC.