Berntson Porter, UBS Private Wealth Management and AssuredPartners, bring you our annual Wealth Planning Summit, the Puget Sound region’s premier wealth planning event.

This year’s Summit revolves around Planning a Winning Strategy. Our lineup of dynamic expert speakers will leave you with insights on how to build a powerful strategy, presenting on topics relating to:

• Winning With Investments, Politics and the Economy
• Planning Winning Strategies for Businesses and Individuals
• Creating a Winning Legacy with the new Seattle NHL Team

The Summit features renowned speakers:

• Mari Horita: Vice President, Community Engagement & Philanthropy for NHL Seattle
• Margaret Meister: President and CEO of Symetra Financial Corporation
• Brian Mariotti: CEO and Director of Funko, Inc.
• Rick Lazio: SVP of alliantgroup, former U.S. Representative for New York State
• Rich Bernstein: CEO & CIO of Richard Bernstein Advisors LLC
• Terry Cook: Managing Director of UBS Private Wealth
• Greg Porter: Co-Founder of Berntson Porter & Company
• Lorrie Baldevia: COO of AssuredPartners MCM

Watch highlights from the 2018 Wealth Planning Summit.

Are you ready for year-end? In this interactive session our Accounting Support & Bookkeeping Services team will prepare you for year-end activity. You’ll be ready to issue 1099s to your vendors, get QuickBooks tips and updates, and much more!

For more information or to pre-register email cyoung@bpcpa.com.