Upcoming events
Professional Pet Photo Shoot
Date and location to be decided when pandemic restrictions are lifted.
In the meantime, enjoy pictures submitted by our wonderful clients!
Chat about financial planning
Next Up - canceled until gatherings are again permitted
In Bellevue - First Saturday of every month
Time: 8:30am
Location: Brief Encounter Cafe 2632 Bellevue Way NE, Bellevue, WA 98004
Share the issues that are on your mind.
Learn about the future issues that financial planners are thinking about and preparing for.
Next Up - canceled until gatherings are again permitted
In Seattle - Third Thursday of every month
Time: 4:40 pm
Location: Tutta Bella, 4918 Rainier Ave. S, Seattle, WA 98118
Share the issues that are on your mind.
Learn about the future issues that financial planners are thinking about and preparing for.