Moving on Up
About this event
Moving, especially to a new state, can be an intense experience. Between saying goodbye and embarking on a new beginning, there is a plethora of new tasks, costs, and considerations to take into account.
This webinar, “Moving on Up,” hosted by Brighton Jones lead advisors Jennifer Facini and Dale Skogstad, simplifies the often-stressful experience of moving to help people see their blind spots and avoid financial mistakes when relocating to a new state.
After attending this webinar, you’ll understand what to consider from a financial, tax, and estate standpoint when moving from one state to another, including:
- How to prepare for planned — and unplanned — expenses,
- Tax considerations and changes in cost of living, and
- Where to establish residency if you’re splitting time between states.
Meet your presenters
As an advisor, I work closely with clients to help them define what is most important to them. For me, building deep relationships and becoming a trusted partner has always been the most rewarding aspect of my work. I’m incredibly proud to be part of a team that takes a holistic approach to financial planning and analyzes each facet of a client’s balance sheet. By partnering with our clients to develop a comprehensive financial plan, we empower them to focus on what truly matters to them in order to help them live a richer life.
As Personal CFO for our clients, I work closely to understand where they are today, where they want to go in the future, and build a plan to help them get there. Going beyond their balance sheet to understand how we can help to align their resources with what’s truly important to them is one of the most rewarding parts of what I do. I’m fortunate to be surrounded by a deep team of experts and specialists all working together to help our clients live richer lives.