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Events

Join us for a Complimentary Meal and Educational Workshop.

Since nothing in life is truly free, please accept a delicious dinner in exchange for the most valuable commodity you possess, your time. You are encouraged to bring up to 3 adult guests, including your spouse, to:

A Secure Financial Future

Topics Covered:

  • The 7 Common Financial Tools - Suitability for retirement portfolio
  • Risk vs. Safety - Age appropriate decisions for your investments
  • Social Security Benefits - How to retain more
  • Long-Term Care - Resolving the dilemma
  • Will I Outlive My Money? – How to guarantee your income will last as long as you do

If you have money invested in 401(k)s, IRAs, Annuities, CDs, Stocks, Bonds, Mutual Funds, or any other Retirement Accounts, you do not want to miss this special event!

Seats fill up fast so call today!

Reservations Required and subject to qualification. Recommended for ages 50-79 years old.

 

Financial Decision Making

June 1 - June 6, 2017 6:00p - 8:00p Pacific Standard Time

Anthony's Homeport in Olympia

Learn how to live a worry free retirement. Call our office at 360 427-4248 to reserve your seat!

 

Client Appreciation Event

July 27, 2017 6:00p - 8:00p Pacific Standard Time

Hotel RL Olympia

We look forward to spending a fun filled night with our clients. More details are to come soon. This event is by invitation only.

Event Registration






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