OCTOBER 2017 ©Disney October 12–29, 2017 My wealth. My priorities. My partner. You’ve spent your life accumulating wealth. And, no doubt, that wealth now takes many forms, sits in many places, and is managed by many advisors. Unfortunately, that kind of fragmentation creates gaps that can hold your wealth back from its full potential. The Private Bank can help. The Private Bank uses a proprietary approach called the LIFE Wealth Cycle SM to ind those gaps—and help you achieve what is important to you. To learn more, please visit unionbank.com/theprivatebank or contact: Lisa Roberts Managing Director, Private Wealth Management
[email protected] 4157057159 Wills, trusts, foundations, and wealth planning strategies have legal, tax, accounting, and other implications. Clients should consult a legal or tax advisor. ©2017 MUFG Union Bank, N.A. All rights reserved. Member FDIC. Union Bank is a registered trademark and brand name of MUFG Union Bank, N.A. EAP full-page template.indd 1 7/17/17 3:08 PM October 2017 Volume 22, No. 2 Paul Heppner Publisher Susan Peterson Design & Production Director Ana Alvira, Robin Kessler, Shaun Swick, Stevie VanBronkhorst Production Artists and Graphic Design Mike Hathaway Sales Director Brieanna Bright, Joey Chapman, Ann Manning STG at a Glance Seattle Area Account Executives Amelia Heppner, Marilyn Kallins, Terri Reed Creating and facilitating community alliances is valued very highly at STG. To ensure San Francisco/Bay Area Account Executives this value is upheld, STG is constantly working to develop new community programs, as well as expand upon existing programs that have already forged countless alliances Carol Yip throughout our community.