Managing Director Sue Peterson is co-hosting the virtual planned giving workshop, “Optimize Your Legacy for Your Family and Community.” The workshop is organized by Bellevue Lifespring hoping to share “valuable insights and practical ideas to help you make informed decisions about your legacy.”

According to Lifespring topics to be covered include:

• “How to maximize benefits for your children and the charities you support.”
• “Very specific ways to understand if you have enough to gift and the many ways you can make a gift.”
• “How to get the biggest bang for your buck and save money doing it.”