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Legacy

Seminars and Events

Heroes for Life

Legacy Advisors and their clients, colleagues, Children’s supports and guests are invited to attend this inspiring luncheon program highlighting the touching stories and heroes of Seattle Children’s Craniofacial Center and the significant role legacy gifts play in our future.

Friday, March 23, 2012
11:30 a.m. to 1:30 p.m.

Washington Athletic Club
1325 Sixth Ave.
Seattle, WA 98101

Philanthropic and Legacy Planning for Professional Advisors: A Continuing Education Conference

We invite you to attend this conference to hear from our nationally recognized speakers on the issues surrounding charitable planning and the practical applications of charitable techniques. Estate planning attorneys, CFPs, CPAs, insurance professionals and trust officers will earn up to 12 CE credits. Cost: $150.

Friday, June 1, 2012
8:30 a.m. to 4:30 p.m.

Bell Harbor International Conference Center
2211 Alaskan Way, Pier 66
Seattle, WA 98121

Advances at Children’s Luncheon and Golf Outing for Professional Advisors

Join us for an inspiring luncheon program highlighting a particular program at Seattle Children’s, followed by a complimentary golf tournament. This event is a great opportunity to network with other estate planning professionals. Those who do not wish to golf are welcome to attend the luncheon program. Sponsorship opportunities are available.

Monday, September 17, 2012
11:30 a.m. – luncheon
1 p.m. – golf tournament

Sand Point Country Club
8333 55th Ave. NE
Seattle, WA 98115

Questions?

If you would like to be added to our invitation lists or have questions about any of these events, please call 206-987-6827 or email Kim Ottele.