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The Wealth Planning Summit: Planning a Winning Strategy

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Meydenbauer Center

11100 Northeast 6th Street

Bellevue, WA 98004

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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

In the Playbook: Attend All or Part of the Summit!

[1:15-1:55] Rich Bernstein: CEO/CIO, Richard Bernstein Advisors LLC

[2:00-2:40] Rick Lazio - SVP, alliantgroup, former US Representative from New York State

[3:00-3:40] Strategy Panel Featuring:

Terry Cook, CFP®, CIMA®: Managing Director of UBS Private Wealth

Rich Bernstein: CEO/CIO, Richard Bernstein Advisors LLC

Margaret Meister: President & CEO, Symetra

Moderated By: Lorrie Baldevia, COO, AssuredPartners

[3:45-4:10] Terry Cook, CFP®, CIMA®: Managing Director of UBS Private Wealth

[4:35-5:15] Mari Horita: VP of Philanthropy and Community Engagement, NHL Seattle


Check-in | Registration: 12:30-1:00 pm

Speakers: 1:00-5:30 pm

Hosted Reception: 5:30-7:00 pm


Community Organizations:

We are pleased to be highlighting three local organizations at this year's summit that are working to improve the health and wellness of our community. Thank you to LifeWire, Men's Health Campaign Council (MHCC) within UW Men's Health Center, & the NHL Foundation for your participation!


What are my parking options for the event?

Self-park is available at the Meydenbauer Center. Parking vouchers will be provided at check-in.


Event Contact:

Carrie Young, Marketing Manager at Berntson Porter & Company: cyoung@bpcpa.com | 425.289.7658

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Date and Time

Location

Meydenbauer Center

11100 Northeast 6th Street

Bellevue, WA 98004

View Map

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