Broker Check

Events

Upcoming Events

May 10, 2021

2:00p - 3:00p

WEBINAR

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Where Is the Market Headed?

We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?” Are prices heading up or down? Nobody knows for sure. So many variables go into market performance that we can’t control.

June 7, 2021

2:00p - 3:00p

WEBINAR

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How Is The Economic Recovery Going?

Please join us for our ongoing updates on the economy with Rachael Crane from City National Rochdale.  Rachael and Lindsey will discuss the first quarter of 2021 and our continued recovery from the Pandemic.

Past Events

April 19, 2021

2:00p - 3:00p

WEBINAR

Aging in Place - Live in Your Home for as Long as Possible

Whether the time is now or somewhere down the road, there are steps that you can take to make life a little easier. Some people live their entire lives with little or no assistance from family and friends, but today Americans are living longer than ever before. It’s always better to be prepared.

April 5, 2021

2:00p - 3:00p

WEBINAR

The Path Forward - What's Next?

Please join us for our ongoing updates on the economy with Rachael Crane from City National Rochdale. Rachael and Lindsey will discuss the progress we have seen in both the fight against COVID and the effects on market recovery.

March 22, 2021

2:00p - 3:00p

WEBINAR

Your Lifestyle. Your reality. Your goals. A workshop for women who want to feel confident about their financial future.

Women have their own unique needs and goals in retirement. We will discuss steps that you can take today to help you feel more secure for what’s to come during your retirement years.

December 7, 2020

2:00p - 4:00p

Tukwila Office

Event Registration