The Nuts & Bolts of Financial Planning

Rodney Van Belle, CFP Director, Client Services at Laird Norton Wealth Management

Tuesday, September 19, 2023

6:00-7:00 PM (PST)

Zoom

Please join us for an introduction to financial planning that could make a very positive difference in your life for decades to come.

Our presenter, Rodney Van Belle, CFP, has more than three decades of experience advising people, including artists and musicians, on how to make the most of their assets.

Rodney will explain how you can simplify and take charge of your finances by implementing some very basic strategies, all geared to put you on track to attain your life goals, including a secure retirement. Rodney will also delve into how the U.S. financial landscape has changed since 2022 and how to make the most of what is happening.

Regardless of your age and where you are in your career, we think you will find this presentation practical and empowering.

Registration Closed

Rodney Van Belle joined Laird Norton Wealth Management (LNWM) in 2013 and is currently a director, client services. In his career, Rodney has worked with a wide variety of clients – from financial novices to experts – bringing to each of his relationships more than 30 years of experience in all aspects of investment and wealth planning. His overarching goal is to get tangible, positive results for each client by integrating and applying LNWM’s in-house expertise on all matters financial. Rodney was born and raised in the Yakima Valley of Washington State. He holds a Bachelor of Arts in Business Administration from Central Washington University and is a CERTIFIED FINANCIAL PLANNER™.

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