Take the first step toward reaching your financial goals


Get the information that can help you live a confident retirement.

Attend an Event

Our seminars focus on common financial concerns that individuals and families face in retirement, things like how to prepare for unexpected medical expenses and ways to create income to help support your desired lifestyle.

Attend one of our seminars to learn how addressing these concerns can help you feel more confident about the days ahead.

UPCOMING EVENTS:

February 26
WSU Everett – Classroom Workshop Event

Topic: 2019 Trump-era tax reform and IRA strategies

February 28
WSU Everett – Classroom Workshop Event

Topic: 2019 Trump-era tax reform and IRA strategies

March 5
Dinner Seminar – Kirkland

Topic: Worry-Free Retirement Strategies in the Trump Era

March 6
Dinner Seminar – Kirkland

Topic: Worry-Free Retirement Strategies in the Trump Era

March 12
Renton Technical College – Classroom Workshop Event

Topic: 2019 Trump-era tax reform and IRA strategies

March 13
Renton Technical College – Classroom Workshop Event

Topic: 2019 Trump-era tax reform and IRA strategies

March 19
Dinner Seminar – Bellevue

Topic: Worry-Free Retirement Strategies in the Trump Era

March 20
Dinner Seminar – Bellevue

Topic: Worry-Free Retirement Strategies in the Trump Era

March 26
Green River Community – Classroom Workshop Event

Topic: 2019 Trump-era tax reform and IRA strategies

March 27
Green River Community – Classroom Workshop Event

Topic: 2019 Trump-era tax reform and IRA strategies

Rather meet One-on-one?

Schedule a meeting with one of our team to create your financial strategy today.

Or give us a call at (425) 223-4520