Online Webinar

Sue Peterson is a Managing Director of wealth management firm Pathstone in Bellevue, WA. Sue specializes in advising individuals and families on a variety of wealth management issues including financial and legacy planning, investment management, and income taxes. She also serves as chair of Pathston's HerPath initiative, whose mission is to ensure women are prepared to play an integral role in their financial lives by elevating their knowledge and confidence in financial decision making.

Wendy Allard is a partner at law firm PRK Livengood. Wendy’s practice focuses on estate planning, probate, and business transactions. Part of her experience includes sophisticated estate planning for wealth preservation and efficient asset distribution, much of which is tax driven. Wendy has extensive experience managing a wide variety of estates from the less complicated to the highly sophisticated. Wendy uses her tax background to leverage clients’ business strategies with focused estate planning to minimize their federal and state taxes while also facilitating their personal and family goals.