Events

Estate & Wealth Planning Speaker Series: Part 1 | Estate Planning Essentials

Estate & Wealth Planning Speaker Series: Part 2 | Wealth Planning Essentials

The Estate & Wealth Planning Speaker Series is a two-part educational event hosted at Aegis Living Rodgers Park in Seattle, designed for high net worth individuals, families, and their advisors who want to make informed legal and financial decisions with clarity and intention. Part 1, Estate Planning Essentials (Friday, May 15 at 3:30 PM), features estate attorney Jonathan L. Bowman and addresses advanced planning considerations, including durable powers of attorney, living wills, and medical directives. Part 2, Wealth Planning (Friday, June 5 at 3:30 PM), features Marc Girardot, MBA, CFP® of Vertical Ascent Wealth Management and explores how all financial decisions—across income, investments, family, and legacy—can be thoughtfully aligned with personal values and multi generational objectives. Each session concludes with Q&A and a happy hour.