
Thought Forum™ workshops and presentations bring important voices, interesting ideas and new perspectives to help you develop and fulfill your personal goals.
Past events have addressed wide ranging subjects from market trends, the current economic environment and an economic outlook for the country to the very specific overview of the Laird Norton Tyee investment philosophy.
Our most recent event featured three of our own experts, Kristi Mathisen, Barbara Potter and Doug Rogers and focused on "Politics and Your Portfolio - insights on potential investment, tax and estate planning implications of upcoming national policy changes. The information from this event can be found in the white paper "Measuring the Affects of Politics on Your Portfolio" or in the presentation slides.
Other topics have included "How Much Is Enough?" "Healthy Aging," and "The Secret Mission of Baby Boomers," as well as various family issues such as intergenerational communication and keeping wealth in the family.
Coming Up
Laird Norton Tyee is committed to delivering world class resources to our clients that result in growing wealth and growing people. Thought Forum events are available only to our clients and their guests. Details and invitations are sent four to six weeks prior to the event.
If you would like more information, please contact your advisor or send us an email.
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