EVENTS

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 teri.deshler@wfadvisors.com 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.

Investment and Insurance Products are:

  • Not Insured by the FDIC or Any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

This information is intended for use only by residents of (AZ, CA, DC, FL, GA, ID, KY, MD, ME, MO, NC, NV, OR, SC, TN, TX, VA, WA, WY). Securities-related services may not be provided to individuals residing in any state not listed above.

For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment products and services are offered through Wells Fargo Advisors. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

A note about Social Media: Opinions, comments and actions taken on Social Media are those of the third party and do not necessarily reflect the views of the creator of this profile or of the firm. Social Media is intended for U.S. residents only and subject to the following terms: wellsfargoadvisors.com/social.

© 2022 Wells Fargo Clearing Services, LLC. All rights reserved.

FINRA’s BrokerCheck Obtain more information about our firm and its financial professionals

FINRA’s BrokerCheck Obtain more information about our firm and its financial professionalsX