Seminars and events

Financial education is a key component for a trusted financial relationship.  We offer several opportunities throughout the year in a variety of formats, such as online webinars and in-person gatherings.



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Krause family

Holiday family photo event

Nov 04, 2023 12:00 PM Pacific Daylight Time - Nov 04, 2023 02:00 PM Pacific Daylight Time
220 Railroad Avenue Edmonds Waterfront Center, Raven Room Edmonds, Washington , 98020

Please bring your entire family and get a head start finding the perfect picture for your holiday cards. We will have a professional photographer on site to take family photos and even Santa will be there for those who would prefer Santa in their photos.

Charitable Giving and Donor Advised Funds

May 25, 2023 04:00 PM Pacific Daylight Time - May 25, 2023 05:00 PM Pacific Daylight Time
Virtual Event: Webex, .

Join us for an informational session on charitable giving and if a donor advised fund is right for you.

WAFA Conference 2019 

Heather Krause, Pat Thorpe & Natasha Bulpin attending the 2019 WAFA Conference in Minneapolis.



Previous seminars and events

  • Family Investing Workshop
  • Making "Cents" of your Money:  Raising Money Savvy Kids
  • Company Stock:  Considerations and Tax Implications
  • What to do with your RSUs
  • A Private Evening with Bob Dickey, RBC's Top Equities Research Analyst
  • Getting the Most from Social Security
  • Wine, Women and Wall Street
  • Client Appreciation Holiday Gathering
  • Finance, Fashion, & Fun