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