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Upcoming Events

April 19, 2021

2:00p - 3:00p



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.

Past Events

April 5, 2021

2:00p - 3:00p


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


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