News & Events

News & Events

02.26.2016

The Financial Planner’s Role in Estate Planning (Seattle)

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Jenifer Jewkes and Sarah MacLeod will co-present “The Financial Planner’s Role in Estate Planning” at Financial Planning Association of Puget Sound’s 2016 Annual Symposium from 1-2 p.m. on Friday, February 26.  During their presentation, Jewkes and MacLeod will discuss common estate planning techniques and the importance of asset selection in determining the best estate plan for clients. The symposium will take place from 8 a.m. to 5 p.m. at Bell Harbor International Conference Center on the waterfront in downtown Seattle. For more information or to register, visit the event website.