Upcoming Events

Please Note that some events are open only to our current clients and don’t include a register button. If you are a current client and would like to attend a Client Appreciation event, contact the office to register.

NOVEMBER

Exclusive Event For Current Clients

Retirement Lunch & Learn Client Appreciation Event Bring a Buddy Lunch

DECEMBER

12/6, 12/8

Social Security Strategies & Retirement Hacks for Blue Jean Millionaires Presentation – South Bellevue Community Center

Click here to register

Past Events

Check out our past events, Please Note that some events were open only to our current clients. If you are a current client and would like to attend a Client Appreciation event, contact the office to register. In the registration form you can select Add me to future events list, will make sure to inform you our upcoming events.

JUNE

6/7, 6/8 6pm Sharp!

Social Security Seminar – Mercer Island Community Center

6/24

Client Appreciation Event Bring a Buddy Lunch –Ivar’s Salmon House

Exclusive Event For Current Clients

JULY

7/12, 7/14

Social Security Seminar – Highline Community College

7/19, 7/21 6pm

Social Security Seminar – South Seattle Community College

Exclusive Event For Current Clients

July Client Appreciation Event Aquasox Baseball

Exclusive Event For Current Clients
Exclusive Event For Current Clients

July Client Appreciation Event Tacoma Rainiers Baseball

Exclusive Event For Current Clients

AUGUST

8/2, 8/4 6pm

Social Security Seminar – Marymoor Redmond

Click here to register
8/8, 8/10

Social Security Seminar -Willis Tucker Community Center

Click here to register

SEPTEMBER

Exclusive Event For Current Clients

Taco Friday Client Appreciation Event Bring a Buddy Lunch

9/13, 9/15 6pm

Social Security Strategies & Retirement Hacks for Blue Jean Millionaires Presentation – Central Washington University – Sammamish

Click here to register
9/20, 9/21

Social Security Strategies & Retirement Hacks for Blue Jean Millionaires Presentation – Mountlake Terrace Community Senior Center

Click here to register
9/27, 9/29 6pm

Social Security Strategies & Retirement Hacks for Blue Jean Millionaires Presentation Tukwila Community Center

Click here to register

OCTOBER

Exclusive Event For Current Clients

Pasta & Portfolios Client Appreciation Event Bring a Buddy Lunch

10/11 6pm

Social Security Strategies & Retirement Hacks for Blue Jean Millionaires Presentation – Heritage Hall Kirkland

10/25, 10/27 6PM

Social Security Strategies & Retirement Hacks for Blue Jean Millionaires Presentation – Mill Creek City Hall North

NOVEMBER

11/1, 11/3 6pm

Social Security Strategies & Retirement Hacks for Blue Jean Millionaires Presentation – South Seattle College

11/8, 11/10 6pm

Social Security Strategies & Retirement Hacks for Blue Jean Millionaires Presentation – Highline College

11/15, 11/17 6pm

Social Security Strategies & Retirement Hacks for Blue Jean Millionaires Presentation – Seattle Pacific University

11/29, 6pm

Social Security Strategies & Retirement Hacks for Blue Jean Millionaires Presentation – Washington State University Everett

Check out our past events picture gallery