This business practice event is focused on financial strategies for firms, specifically:

– Investment Markets Overview

– 401k plans in today’s marketplace

– Non-qualified deferred compensation programs

– Key employee retention

– Executive compensation using qualified and non-qualified plans

Kevin Peterson has 25 years of experience in wealth management with a focus on growing, protecting and transferring assets for successful individuals, families and business owners. He began his career with a boutique firm specializing in advanced estate planning and investment management. He continues to advance his mastery of asset protection and management in customized estate planning. As a Financial Adviser with Eagle Strategies LLC, Kevin’s core competency is investment management and financial planning, and his passion is helping his clients clarify and meet their goals and fulfill their purpose. He is based in Bellevue, and is married with 3 children. Mr. Peterson holds the following FINRA licenses: series 6, 63, 65 and 7.

Curt Lightle has 17 years of experience in personal wealth management with a focus on insurance and investment strategies for businesses. Curt owns and operates the planning firm Radwick & Lightle, LLC, and is a Registered Investment Adviser Representative for Eagle Strategies, LLC. Curt has significant experience creating plans for individuals and businesses with complex needs. His key focus is to ensure his client’s overall plan takes into account all facets of the individual’s personal and business holdings, while taking care to understand the objectives of each individual client. Curt is a Seattle native based in Bellevue and is married with two children. Mr. Lightle holds the following FINRA licenses: series 6, 63, 65 and 7.

No shows and cancellations after 12:00pm on April 13 will not be refunded. Dinner is included.

Seattle Chapter members: Please plan to stay after the speakers’ presentation for our chapter Annual Meeting. A quorum is needed to vote on the slate of candidates for the 2017-2018 Board of Directors, and we’ll have a discussion about the proposed amendments to the national SDA bylaws.

In-person presentations are so much better, but if for some reason you can’t join us at the Crowne Plaza hotel, we have a virtual attendance option for you.

Did you know we offer a discount for all employees in a firm that has someone holding a membership in SDA (no matter where the member is located)? We do! Just be sure to select the SDA Member Firm cost.