Planned giving officers and professional advisors frequently encounter situations that might require the help of a professional fiduciary. Denise Meador will speak to the range of services fiduciaries can offer when donors/clients are facing diminished capacity or seeking to appoint a power of attorney or executor. Additionally, the presentation will cover the probate process and how to work effectively with a fiduciary during the estate settlement to facilitate donor bequests to your non-profit in a timely manner
Octave 9 is accessible only via 2nd Ave near the corner of Union St. Details on navigating to Benaroya Hall including parking and public transit are available here.
Discounted parking is available in the Benaroya Hall garage. The entrance to the garage is located on 2nd Ave, just south of Union St. Collect a parking ticket on entry and a discounted pass will be provided to you at the event registration desk. To find Octave 9 from the garage, exit to the street level using the elevators on the 2nd Ave side. Turn right, walk past the garage entrance, and the Octave 9 door is located just before the corner of Union St.
Pricing: WPGC Member: $20 without lunch or $45 with lunch | Non-Member: $35 without lunch or $60 with lunch.
*** CE, CFP, CFRE Credits Have Been Applied For ***
Meet the Speaker:
Denise Meador
Professional Fiduciary and Executive Director, Private Client Fiduciary Corp
Denise brings over 40 years of banking, finance, and real estate experience to her role at Private Client Fiduciary Corporation. She worked in banking for 25 years, most recently as a First Vice President developing her business expertise and acumen before transitioning to support clients in need of professional fiduciary services.
Denise has served in a number of community positions including President of a nonprofit that provided transitional housing, a Board Member of a local housing authority, and a board member for a Community Action Council.
Denise’s professional experience, degree in Business Administration, and Certificate in Professional Guardianship from the University of Washington equip her to lead a team of quality professional fiduciaries.
