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Working Together to Protect and Transfer Assets - VIRTUAL WEBINAR

March 18, 2026 11:00 AM - 12:30 PM (PDT)

Description

🏳️‍🌈 Working Together to Protect and Transfer Assets

Presented by: Peggy Haslach & Patrice Kreider-Hughes

Location: GSBA Office

Date & Time: March 18 11am - 12:30pm

Join GSBA for an informative session designed to help LGBTQ+ individuals, couples, and families protect what matters most. Working Together to Protect and Transfer Assets brings together a financial planner and an estate planning attorney to show how collaboration ensures your wishes are honored, your assets are protected, and your loved ones are cared for.

What You’ll Learn

How to build a trusted planning team that understands LGBTQ+ financial and legal needs
Strategies to protect assets during your lifetime with coordinated insurance, investments, and legal planning
Essential documents: durable powers of attorney, healthcare directives, wills, and trusts
Aligning beneficiary designations with legal structures for seamless asset transfer
Best practices across diverse family structures and varying state laws

Featured Speakers

Peggy Haslach, CFP®, CLU®

Financial Planner working with women professionals and small business owners

Peggy built her practice serving women professionals (including veterinarians, doctors, and attorneys) and small business owners. After seeing first-hand how life events impact women’s financial security, she pivoted careers at 53—focused on collaborative, educational planning for women and LGBTQ+ clients. Her clients are forward-thinking women who’ve put the pieces together—business, life, goals, beliefs, and savings—but want a cohesive plan they fully understand.

Outside of work, Peggy competes nationally in dog agility and shares that passion with her wife, Desiree, a national and world champion handler and trainer. They live in Sumner, Washington with their three Border Collies—Vista, Cru, and Peak.

Patrice M. Kreider-Hughes, Esq.

Founder & Principal, Kreider Hughes Law, PLLC

Patrice is an estate planning and small-business attorney with 15+ years of experience. She earned her B.A. in psychology from the University of Virginia and her J.D. from Seattle University School of Law. Before founding Kreider Hughes Law in 2017, she served as in-house counsel for Conover Insurance, handling mergers and acquisitions, contracts, and employment matters.

Featured on the Seattle Connected podcast and recognized by Expertise.com in 2023 and 2024, Patrice lives in Seattle with her wife, their daughter Simone, and pets Luther and Emma.

Session Outline

Why Collaboration Matters
Financial planners and estate attorneys working in tandem to build resilient, values-aligned plans.

Building Your Planning Team
Roles, responsibilities, and coordination between advisors who understand LGBTQ+ needs.

Protecting Assets During Your Lifetime
Insurance (life, disability, long-term care), investment strategy (diversification, ESG), and ownership/titling alignment.

Legal Documents That Safeguard Your Wishes
Durable POA, healthcare POA & advance directive, wills & trusts, and syncing beneficiary designations.

Coordinating Asset Transfers
Real estate titling, retirement & insurance beneficiaries, business succession, and philanthropic giving.

Navigating Legal Landscapes & Family Structures
Marriage recognition, parental rights, cross-border/visa considerations, and state-by-state variability.

Q&A (15 min) — Bring your questions on real estate, trusts, chosen family, and children’s inheritance planning.

Who Should Attend

LGBTQ+ individuals, couples, and families seeking long-term financial security
Small business owners planning for succession and legacy
Anyone looking to align legal and financial strategies

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Contact Information

Name: Ilona Lohrey
Email: ilonal@thegsba.org

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Working Together to Protect and Transfer Assets - VIRTUAL WEBINAR

March 18, 2026 11:00 AM - 12:30 PM (PDT)

Description

🏳️‍🌈 Working Together to Protect and Transfer Assets

What You’ll Learn

Featured Speakers

Peggy Haslach, CFP®, CLU®

Patrice M. Kreider-Hughes, Esq.

Session Outline

Who Should Attend

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Working Together to Protect and Transfer Assets - VIRTUAL WEBINAR

March 18, 2026 11:00 AM - 12:30 PM (PDT)

Description

🏳️‍🌈 Working Together to Protect and Transfer Assets

What You’ll Learn

Featured Speakers

Peggy Haslach, CFP®, CLU®

Patrice M. Kreider-Hughes, Esq.

Session Outline

Who Should Attend

Contact Information

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