Event Registration - Mother Attorneys Mentoring Association of Seattle
This event has completed.
12:00 PM - 1:00 PM
How to Manage Your Investments and Wealth in Any Kind of Market
5/17/202212:00 PM - 1:00 PM
Event Description
When: Tuesday, May 17, 2022, from 12 p.m. to 1:00 p.m.
Where: This seminar will be presented remotely through Zoom; link to be provided.
RSVP: through MemberLeap (if you are a MAMA member) or by email to lunchseminars@mamaseattle.org.
Becky Wilcox, Vonie Bright, and Rachel McCracken of Coldstream Wealth Management will share their thoughts on the current economy, with a particular focus on some of the key indicators that they are currently watching: earnings, inflation and unemployment. Learn what they look for in each of these indicators, what they are seeing right now, and how they are using that data to invest for their clients. The goal of this first part of the discussion is to clear away a lot of the “noise” in the financial news and take a look at the fundamentals to live—and invest—by. The second part of the discussion will focus on Coldstream’s checklist for financial well-being, which will help the attendees prioritize wealth management recommendations to tackle each year.
Between the three of them, Becky, Vonie, and Rachel have over 55 years of wealth management experience, with focuses on investments, financial planning, insurance, and employee stock compensation. More information on each of them and their firm Coldstream Wealth Management can be found here: https://www.coldstream.com/team-members/
Where: This seminar will be presented remotely through Zoom; link to be provided.
RSVP: through MemberLeap (if you are a MAMA member) or by email to lunchseminars@mamaseattle.org.
Becky Wilcox, Vonie Bright, and Rachel McCracken of Coldstream Wealth Management will share their thoughts on the current economy, with a particular focus on some of the key indicators that they are currently watching: earnings, inflation and unemployment. Learn what they look for in each of these indicators, what they are seeing right now, and how they are using that data to invest for their clients. The goal of this first part of the discussion is to clear away a lot of the “noise” in the financial news and take a look at the fundamentals to live—and invest—by. The second part of the discussion will focus on Coldstream’s checklist for financial well-being, which will help the attendees prioritize wealth management recommendations to tackle each year.
Between the three of them, Becky, Vonie, and Rachel have over 55 years of wealth management experience, with focuses on investments, financial planning, insurance, and employee stock compensation. More information on each of them and their firm Coldstream Wealth Management can be found here: https://www.coldstream.com/team-members/
MAMA Seattle would like to thank our
Platinum sponsor:
Foster Garvey
Gold sponsors:
Cairncross & Hempelmann
Gordon Tilden Thomas & Cordell LLP
McNaul Ebel Nawrot & Helgren PLLC
www.MAMASeattle.org
Platinum sponsor:
Foster Garvey
Gold sponsors:
Cairncross & Hempelmann
Gordon Tilden Thomas & Cordell LLP
McNaul Ebel Nawrot & Helgren PLLC
www.MAMASeattle.org