Jump to main content

Introducing D.S. Baker University


Walla Walla – Baker Boyer introduces D.S. Baker University, a new series of educational events curated to empower individuals along their financial journey. On October 18th, Baker Boyer D.S. Baker University will hold its first half-day workshop to include topics such as: The Importance of a Life Plan; Your Life Journey – Why Financial Planning Matters; When and How To Use a Trust; and Increasing Your Business’ Value.

The half-day workshop will be held at the Marcus Whitman Hotel on October 18, 2016 from 1:00 to 5:00 pm. Tickets to the event are $25 per person and can be purchased at www.bakerboyer.com/DSBakerUniversity.

Baker Boyer President and CEO, Mark Kajita, will lead the workshop with his key-note presentation on The Importance of Your Life Plan.

Your Life Journey, presented by Brian Bruggeman, CFP®, Assistant Vice President & Financial Planning Manager and Claudia Hickman, CWS, Vice President & Family Advisor, uncovers why financial planning matters. From setting goals to specific strategies; participants will leave this presentation with a better understanding of what the financial planning process is and why it is so important to their financial future.

When and How to Use a Trust, presented by JT Lieuallen, JD, CTFA, Assistant Vice President & Trust Advisor and Vesna Dodge, JD, CTFA, Vice President & Senior Trust Advisor, is an overview of common trust strategies including revocable living trusts and care and support trusts. Participants will learn how to identify whether or not a trust can help accomplish their goals and secure their legacy.

Increasing your Business’ Value, presented by Patrick McConn, Vice President & Business Advisor; and Rosendo Guizar, Vice President & Business Advisor, includes critical business aspects owners should know. The focus of this presentation is centered around three of the most important business value indicators: business passion, business knowledge and business economic drivers. Each is important in their own right but the overlapping of the indicators is the business sweet spot. Participants will learn how to maximize on their business’ sweet spot and build their business’ legacy.

Learn more about D.S. Baker University and purchase tickets at www.bakerboyer.com/DSBakerUniversity.