Women, Wine & Wills

Wed Jul 28 2021 at 06:00 pm to 08:00 pm

Welcome Road Winery | Seattle

The Law Offices of Jenny Ling, PLLC
Publisher/HostThe Law Offices of Jenny Ling, PLLC
Women, Wine & Wills
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Essential Considerations for Estate and Financial Planning
About this Event

Enjoy a glass of wine and meet Jenny Ling, an experienced estate planning attorney, and Cecille Nguyen, Senior Wealth Strategist at Navigator Advisers at this FREE event.

We will discuss essential considerations for estate and financial planning. You'll learn how comprehensive planning will enable you to have peace of mind knowing that you have a plan for your family and your future.

We will discuss:

  • What does your family need if you aren’t here to care for them;
  • What happens if you don't make an estate plan;
  • What to consider when creating your Will;
  • Guardian nomination for minor children;
  • The importance of incapacity planning;
  • How wise and thoughtful planning can protect your adult children;
  • The benefits of trust planning; and
  • How you can get your estate planning done virtually from the comfort of home.

PLEASE NOTE: This is an outdoor, in-person event, contingent upon the full reopening of Washington State on June 30th. Per the CDC's mask guidance, fully vaccinated participants are welcome to attend mask-free. We ask all unvaccinated participants to wear a mask unless actively eating or drinking. In general, people are considered fully vaccinated: 2 weeks after their second dose in a 2-dose series, such as the Pfizer or Moderna vaccines, or 2 weeks after a single-dose vaccine, such as Johnson & Johnson’s Janssen vaccine.

At The Law Offices of Jenny Ling, PLLC, our focus is on making sure you and your family are taken care of, whether it be estate planning, small business advising, kids protection planning, real property investing, or advising in times of financial distress. We call it planning for your legal life.

Jenny Ling focuses her practice on estate planning, real estate and business needs of her clients. Jenny completed her law degree at Seattle University School of Law. She excels in guiding her clients through the often confusing maze of financial and legal decisions to create plans to ensure the well-being of their families and the accomplishment of cherished goals. Her considerable legal expertise includes family protection, wealth preservation, and values-based planning, as well as planning strategies for unmarried couples and divorced individuals.

At Navigator Advisers, our mission is to deliver optimal coordinated financial and wealth management plan. Our duty is to ensure your needs and goals are met with the right planning techniques and/or products. We empower you with the latest tool and knowledge to make informed financial decisions, guiding you step by step whenever you need us with unparalleled client experience.

A California girl through and through, Cecille Nguyen was born in Silicon Valley and raised all over Northern California. She attended university at UC Davis and completed her Master of Business Administration at Dominican University of California in Marin County. Cecille now finds herself at home in Seattle and the Pacific Northwest. Cecille leverages her over 20 years of experience in banking and finance to empower her clients with financial education throughout the planning process. As an independent adviser, Cecille works with her clients to implement customized, comprehensive financial plans by using tax-efficient strategies and balancing investments with risk management. When she is not working with her clients on their holistic financial plans, she enjoys cooking, hiking, practicing yoga, watching the Great British Baking Show or flying back to California to visit family.

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Event Venue & Nearby Stays

Welcome Road Winery, 3804 California Avenue Southwest, Seattle, United States

Tickets

USD 0.00

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