Tools for Teaching Financial Literacy
This working lunch will focus on creative ideas and effective strategies for parents and grandparents, aunts and uncles, mentors and friends who are concerned about equipping the next generation with lifelong financial skills. According to the 2013 U.S. Trust® Insights on Wealth and Worth survey, 58% of wealthy parents are not fully confident their children will be well-prepared to handle a financial inheritance. Join us as we dive into this important topic of preparing the next generation to be competent, effective stewards of the resources they earn and inherit.

Hosted By
Laura S. Jones
SVP, Private Client Manager
U.S. Trust

Featuring
Susan L. Peterson
Managing Director, Wealth Strategies Advisor
U.S. Trust

When & Where
Thursday April 17, 2014
11:30 a.m. ~ 1:00 p.m.

The Rainier Club
Wine Room (4th Floor)
820 Fourth Avenue
Seattle, WA 98104

Speaker
Susan L. Peterson is responsible for designing comprehensive, holistic plans for high-net-worth private clients and their families. Prior to joining U.S. Trust in 2007, she practiced business and estate planning law for more than 19 years with several well-established firms in downtown Seattle. Most recently, she was a shareholder with the Seattle office of Schwabe, Williamson and Wyatt. Susan received her B.A. in English, with honors, from the University of Washington, and her law degree, cum laude, from Harvard Law School. Susan does not give legal advice in her current role at U.S. Trust.

Register
Seats are limited. To register, please reply by April 7th to Laura Jones at 206.358.0720 or laura.s.jones@ustrust.com.

Plated lunch will be served at noon.
Hosted valet parking.