March 15, 2022

Distinguished Speaker Series: A panel discussion regarding investment strategies for seniors living in Washington

Whether you’re young or young at heart, it is never too early to have a plan in place for the future of your finances. We are excited to invite you to the next installment of our Distinguished Speaker Series, where we will be discussing tax, investment, and estate planning strategies for seniors in Washington state.

Hosted on Zoom from 7:00-8:30pm on Tuesday, March 22nd, we are honored to welcome three distinguished panelists to contribute to the conversation.

  • Jack Almo is a Senior Vice President and Private Wealth Advisor of Morgan Stanley’s Private Wealth Management division. His team develops customized wealth management solutions for ultra-high net worth families, private foundations, and endowments.
  • Jay Riffkin is a partner in the Tax, Trusts and Estates Group of Dorsey & Whitney LLP. He helps clients through all stages of estate planning, including wills, trusts and charitable gift planning, international estate, and tax planning.
  • Kelly Nelson is the Managing Principal of the Seattle accounting firm, Bader Martin, PS. Kelly works with clients and their advisors on multi-generational planning.

For more information, please visit our Distinguished Speaker Series page or simply click here to register. We hope to see you there!

Categories: Events, General