Planning for a Thriving Financial Future

Presented by BNY Wealth, this free seminar at the Mountaineers Seattle Program Center offers tips, tricks, and insights to upskill your financial planning. Speaker Chad Proctor, CFTA, shares fundamentals of financial and estate planning, and ways to fulfill your philanthropic goals. Seminar begins at 7pm, refreshments are provided.

Contacts

Bri Vanderlinden
Bri Vanderlinden
Event Contact
  • Mon, May 19, 2025 from 06:30 PM to 08:30 PM
  • Development Committee
  • The Mountaineers
  • iCal
90 ( 100 capacity)

Join Us for an Evening of Financial Insight & Philanthropic Inspiration

North Cascades Institute, in partnership with BNY Wealth and The Mountaineers, invites you to a special in-person seminar designed to help you feel more confident and empowered in your financial journey. Whether you’re just starting to plan for the future or refining an existing strategy, this engaging event will offer actionable tips and insights to elevate your financial and estate planning.

Featured speaker Chad Proctor, CFTA, will share foundational knowledge and practical strategies to help you clarify your financial goals and explore meaningful ways to support the causes you care about most. You’ll walk away with tools to align your values with your giving—making an impact for the next generation.

This free seminar is open to our extended community of donors, volunteers, members, and friends. We’ll gather in a welcoming atmosphere with light refreshments provided. There will be plenty of time for questions, connection, and conversation.

📅 Doors open at 6:30 pm | Seminar begins at 7:00 pm

Space is limited—reserve your spot today and take a step toward a more intentional future.

Location
Seattle Program Center
7700 Sand Point Way NE, Seattle, WA 98115
Goodman A, Goodman B, Goodman C, Goodman C: Ice Walls, Goodman C: Rock Walls

Roster