Event Registration - Mother Attorneys Mentoring Association of Seattle

This event has completed.

5/17/2022
12:00 PM - 1:00 PM

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/