GSIP Meeting – January 21st 5:45pm-7:30pm – Long Term Care & WA Tax – via Zoom
We’re thrilled to have Bob Stankey, Wealth Planning Consultant for Pacific Southwest Financial, and Kari Woods, Director of Private Wealth, present on important Long Term Care & Washington Tax changes that will have an impact on most everyone working in Washington. Come hear what they have to share!
Bob joined Pacific Southwest Financial, a partner firm of Capitas Financial, as a Wealth Planning Consultant in February 2018. He is
committed to helping financial advisors achieve greater success by partnering with them to help their clients build, preserve and
distribute wealth. Bob has over 25 years of experience in the financial services industry, particularly with sales leadership and financial
planning.
Bob holds an MBA in Finance from the University of Washington and in his spare time volunteers at the Union Gospel Mission
Homeless Shelter and Recovery Center. He has lived over 20 years in Seattle with his family and enjoys playing golf, camping
and traveling.
Join us via Zoom – dress is casual, parking is free
Topic: GSIP – Long Term Care & WA Tax
Time: Jan 21, 2021 05:45 PM Pacific Time (US and Canada)
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Meeting ID: 814 9070 1545
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If you have any questions, please contact sandy.malone85@gmail.com