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:

Wednesday, December 7     Conversations to wrap up 2022
at 1:00pm PST
presented by Yvonne Hall, Managing Director - Investments & Maegan Dornan, First Vice President - Investment Officer

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.

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:

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

August 10, 2022 Simple Safeguards Presentation
hosted by Mason Paulus with Macquarie Asset Management
guest speaker Jeff Lanza, Retired FBI Special Agent

July 22, 29 & August 5, 2022 A special series for the clients of Hall & Dornan Wealth Management Group
hosted by Yvonne Hall, Managing Director - Investments

May 11, 2022 Helping you aim higher with the control of tax-managed investing
hosted by Dan Hodo, Senior Regional Director with
Russell Investments

February 15, 2022 Economic Outlook from Russell Investments
hosted 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.