October 23rd Dinner Meeting
Topic: How to Avoid the Nightmare - Preparing yourself and your clients for widowhood
Approved for 1 Hour CLE
No one likes to think about the possibility of his or her spouse passing away. But regardless of whether we plan, statistics tell us most women will end up single at the end of their lives. In fact, women are four times more likely than men to be widowed, and widows typically survive their husbands by 14 years. Taking the time to get your affairs in order while both spouses are alive or assisting your clients to do the same will go a long way toward creating security and confidence for the entire family. Come to our October meeting to understand exactly what key steps, actions and decisions taken today can create future positive outcomes.
Sue Peterson has more than thirty years of experience in the financial industry helping high net worth individuals and families achieve their financial goals. Over the course of her career, Sue has developed expertise in helping widows and divorcees, women business owners and couples approaching retirement. She enjoys helping clients plan their financial future while shaping the legacy they will leave to their heirs and community. Suee serves on the board of Cornerstone Advisors and the YWCA Seattle|King|Snohomish.
Rachele Bouchand holds her CFP®, ChFC® and AEP® (Accredited Estate Planning) designations. With over twenty years practicing as a financial planner, she specializes in multi-generational wealth and private foundation consulting. She is currently the President of the Bellevue Rotary Club and a trustee on the Overlake Hospital Foundation.
Renee Hawkes practiced as a CPA for 22 years, specializing in estate and trust work. Her focus has evolved toward comprehensive wealth strategies for families that empower them to make thoughtful decisions for their future that also reflect their values. She is currently Chair of the Fred Hutch Planned Giving Council and raising two teenage young ladies.