The Importance of Financial Planning and Estate Planning for Your Future

October 14, 2021

For years, Amazon employees have partnered with Brighton Jones advisors to incorporate their company benefits into broader plans focused on financial wellbeing.

Starting this fall, Brighton Jones is working with Connect@Amazon to explore new ways to help Amazon employees live a richer life, understand the importance of financial planning, and discuss how estate planning plays a major role in securing your future.

The discussion will help you answer the following questions:

  • What does financial wellbeing mean?
  • What tax and estate strategies should I be aware of at different stages of my life?
  • What are the key takeaways I should be focusing on when creating a financial plan?

Bryce Baker, CFP®

Lead Advisor

TaraLynn Casperson, JD

Estate Planning Advisor