Broker Check

April News & Events.....Did You Know

April 01, 2022

Webinar:

Economic Update with City National Rochdale

We have had a wild start to 2022, giving us a lot to discuss in our economic update including rising inflation, energy costs, interest rates, and the war in Ukraine. Please join us for our ongoing updates on the global and national economies with Racheal Crane, Senior Portfolio Manager, CFA, CPWA, and Lindsey McKay, CFP® Financial Advisor.

When: April 18, 2022

Time: 2:00 PM - 3:00 PM in Pacific Time (US and Canada)

Social Impact: Food LifeLine

"Feeding people facing hunger today and working to end hunger for tomorrow."

We had a great time volunteering last week at Food Lifeline as part of our commitment to serve the people in our community and across Western Washington. In 2021 Food Lifeline distributed 88,145,730 pounds of food supported by 120,150 hours donated.

It was rewarding for our team to help prep 3 large pallets of cabbages and a full pallet of sweet potatoes for distribution to people in need. What an impact we can all make!

We are excited to also share that we will be participating in the Food Frenzy fundraising event! Stay tuned to learn more and let us know if you would like to participate. We have time to make a significant impact and we could use the help to fight hunger!

#hungerdoesnthavetohappen

https://foodlifeline.org/

National Girl Scout Day - April 22nd

Each year, National Girl Scout Leader’s Day on April 22nd recognizes the thousands of leaders who volunteer their time and share their experiences with youth across the country. Girl Scout volunteer leaders have been positively impacting girls’ lives since the beginning of Girl Scouting in 1912. These leaders are often beacons for girls as they approach womanhood. They provide a foundation of confidence, experience, respect, and courage that stays with a young woman throughout her lifetime.

We want to recognize our own Lindsey McKay for being a Girl Scout leader since 2017 with Troop 40827 which is a multi-level group with 50 scouts of all ages. From cookie sales, robotics and campouts as a scout leader Lindsey has the privilege to guide/teach her troop to set goals, manage money, decision making, people skills and business ethics. Having spent many years being a Girl Scout, Lindsey knows first hand the benefits of being a Girl Scout and is honored to be paying those skills forward to the Scouts of today!

The charitable entities and/or fundraising opportunities described herein are not endorsed by, or affiliated with Cetera Advisor Networks LLC or its affiliates. Our philanthropic interests are personal to us and are not reviewed, sponsored, or approved by Cetera Advisor Networks LLC.

CLIENT SPOTLIGHT

Roger Morton

After retiring in 2015 I began assisting some friends who were educators in a local high school with students who had potential but faced an "opportunity gap". The program is called AVID (Advancement Via Individual Determination) - a national non-profit whose purpose is to prepare all students for college, careers, and life.

By tutoring students in math and science two days a week, and as we get to know each other we talked about life skills, goals, how to fill out a college application and apply for scholarships. Occasionally I will put on my "dad hat" and explain that the time spent to apply for a scholarship is an offer of money that they would be crazy to pass up.

My tutoring began to help friends. But I also have some new friends. Believing that we all can make a difference that will follow these youths for a lifetime. I look forward to and enjoy spending time with them, and I am learning more from them that they are likely getting from me. There is a standing offer from "my kids" for Spanish lessons.

The picture is of myself and my lovely wife, Dianne at the Atlanta Botanical Gardens.