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FI Webinar: Exploring estate & financial planning

  • Virtual - ZOOM (Register with link) Registration link: https://us02web.zoom.us/meeting/register/tZAqceGpqDgtH9Y71qVTdOoRHyIg5x_zzutp (map)

Exploring estate & financial planning - achieving goals & avoiding conflicts

Friday, December 8th, 12pm Pacific / 3pm Eastern

Speakers: Annie Arbenz, Esq. & Nick Bedlan, CFP

Registration link:

https://us02web.zoom.us/meeting/register/tZAqceGpqDgtH9Y71qVTdOoRHyIg5x_zzutp

Look for a confirmation email with instructions on how to join the meeting.

This event is specially designed for those who want to explore the various ways you can leave a lasting legacy for future generations while enjoying an engaging discussion with experts. Presenters, Annie Arbenz and Nick Bedlan will define and cover some basic concepts and issues in Estate Planning such as probate, trusts, and wills and the benefits of wills and trusts, and the benefits of having a will or trust. Annie will briefly discuss how best to avoid conflicts over an estate after death. Nick Bedlan will discuss financial and wealth management, fiduciary responsibility, financial risk and rewards, and tax efficient strategies for preserving wealth, etc. Finally, a few strategies will be outlined for making gifts to charitable organizations. This free seminar is offered by Freshwaters Illustrated as a benefit to our donors and members.

Annie Arbenz, Esq: Annie is a partner at The Narrows Law Group with offices in Tacoma and Gig Harbor, Washington. Annie’s practice is focused on trusts and estates including the administration of estates upon incapacity or death. She also advises on the elements of business law and succession planning in closely held businesses. Annie also created and operates a website “Orbit Wills” as an effective and efficient way for Washingtonians to create simple Wills. Annie received a B.A. degree in Business Administration from the University of Washington and a J.D. degree from Gonzaga University School of law. When not at work, Annie focuses her time on her two young kids, her husband, extended family, exercise, and triathlon competitions.

Nick Bedlan, Certified Financial Planner: Nick is a Wealth Manager at Creative planning. He has 25 years of experience working as a wealth manager. Nick serves his clients’ financial planning needs and is familiar with many options such as trust and estate, retirement goal setting, stock option and equity compensation, and tax efficient investment strategies. Nick holds a B.A. in Business Administration with a minor in Economics from Nebraska Wesleyan University. He also holds a Master of Investment Management and Financial Analysis degree from Creighton University’s Heider College of Business. Nick is a CFP and a CFA® charter holder. Nick lives in Gig Harbor, Washington and enjoys spending time with his wife and two daughters, cooking and traveling, especially visiting National Parks.

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