Build Your Future Over Breakfast: Smart Year-End Giving and Estate Planning

Spring 2026

In person at Medic One Foundation Offices or virtually via Zoom

11747 NE 1st Street, Suite 210 (Second floor), Bellevue, WA 98005

Join us for a complimentary presentation on making smart giving choices today while also creating a lasting legacy for tomorrow. Learn about stock gifts, IRA/QDC gifts, donor-advised funds, bequests, and charitable trusts—and enjoy a light breakfast at Medic One Foundation.

About Our Speakers

David Work | Director of Estate Financial Planning & Trust | David specializes in providing comprehensive estate and financial planning services for Hightower Advisors and their clients. In his role, David works closely with clients and their professional advisors to develop and implement complex estate plans. 

Randall Williams-Gurian, CMFC, CRPC, Managing Partner, Sr. Wealth Advisor | Randy sees his role centered on commitment to a true fiduciary standard. In line with Hightower Bellevue’s stewardship-centric approach, Randy drives client success based on four critical elements: estate planning, tax planning, risk management, and insurance.