Join us for the next
EPC SKC Dinner Meeting
Wednesday, October 23, 2019 at 4:30 P.M.
Speaker: Sue Peterson, Cornerstone Advisors
As a Client Manager at Cornerstone Advisors, Sue specializes in helping widows and divorcees, women business owners and couples approaching retirement. Her dedication to serving others reaches beyond her role at Cornerstone; she also offers her expertise to a variety of other charitable organizations and non-profits such as the YWCA Seattle | King | Snohomish. A love of the mountains extends further than the Seattle area – taking Sue everywhere from Iceland to the top of Mt. Kilimanjaro. With over 30 years at Cornerstone, Sue has a long history with the firm, beginning with an analyst role shortly after graduating from Wheaton College and evolving to the client management position we know today. She doesn’t feel like she’s stayed at the same place though; “Cornerstone is always evolving and there’s always something different to learn.”
Estate Planning Council of South King County is affiliated with the National Association of Estate Planners & Councils and joining can fulfill the requirement of belonging to an affiliated local estate planning council to become an Accredited Estate Planner® (AEP®) designee. Please contact the national office at 866-226-2224 to learn more about the Accredited Estate Planner® designation.