Bellevue Washington - October 22nd, 2015, SUNBC hosted another knowledge sharing event, an Introduction to Estate Planning, in the Council Chamber Room at Bellevue City Hall.
The guest speaker was Cathy Tong-Lee, a SUNBC member and a financial advisor from Wells Fargo Advisors with over 15 years of investment experience. During the presentation,
Cathy expanded on four main tools in estate planning and left the audience with a six-step action plan. There were lively interactions throughout and Cathy was able to address many questions raised by audience specific to their situations. It was another wonderful educational event where our council members were able to contribute to our local community.