Join us for upcoming seminars and events

We are fortunate to host educational seminars and events for our clients and the community exploring a variety of topics. Our events provide an opportunity to expand your knowledge and engage with us as you learn more about a specific topic. Past and upcoming events are posted on our website below. Please contact us for more information regarding a specific seminar or event.

Women and Wealth Luncheon

Mar 24, 2026 12:00 PM Pacific Daylight Time - Mar 24, 2026 01:30 PM Pacific Daylight Time
Fogo de Chão Private Room 440 Bellevue Way N.E. Bellevue, WA , 98004

Whether by choice or by circumstance, women are increasingly taking the lead in managing their long-term financial future. With this wealth comes greater financial responsibility and complexity, often intertwined with juggling careers, caregiving and life’s transitions. Join us for our women and wealth luncheon as we explore the unique financial challenges women face and share practical insights to help you navigate them with clarity and confidence.

Bring a friend! All women are welcome: mothers, daughters, nieces, girlfriends, etc.

*Space is limited. Please RSVP to ensure your spot*

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