- Is Estate Planning on your to-do list?
- Are you looking for an opportunity to ask experts how to get started and what important decisions will need to be made during the process?
- Do you want to leave a legacy for Whidbey? Are you exploring the role of charitable giving in your estate plan?
Join us on May 29th for networking and panel discussion including time to answer your questions. Heavy appetizers and drinks will be provided by our event sponsor, Casey Pleet Wealth Management.
Event Panelists
Jeffery C. Pleet, Financial Adviser, ChFC®, CLU®
Casey Pleet Wealth Management, Edward Jones
Oak Harbor, WA
Kate Szurek, Attorney, J.D., LL.M.
Skagit Law Group, PLLC
Mt. Vernon, WA
Jessie Gunn, Executive Director
Whidbey Community Foundation
Coupeville, WA
George Saul, Board Member and Donor
Whidbey Community Foundation
Oak Harbor, WA
Note: Space is limited. Please RSVP by May 22nd.
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