In-Person Event: The New Twist on Financial Planning


Location:The Lakeshore

Are you still making financial decisions based on a plan created pre-retirement? We work so hard to get to retirement, but what happens when we actually get there? During this event, we will discuss strategic and successful strategies to live a long and fulfilling life – whatever that means to you! We will also work together to understand and answer three important questions most never answer before it’s too late.

Guests must be fully vaccinated and wearing a mask to attend. Event details may change based on WA state COVID guidelines. Thank you for understanding!