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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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.

Women, wealth and wine

Mar 21, 2023 04:00 PM Pacific Daylight Time - Mar 21, 2023 06:00 PM Pacific Daylight Time
Elsom Cellars 2960 4th Ave South Seattle, WA , 98134

Please join Heather Krause & Pat Thorpe for a fireside chat on sustainable investing with Portfolio Manager Barbara Browning and Vice President Emily Lee, from Impax Asset Management.

New Year, New You

Jan 31, 2023 04:00 PM Pacific Standard Time - Jan 31, 2023 06:00 PM Pacific Standard Time
Top of the Washington Athletic Club 1325 6th Ave Seattle, Washington , 98101

Come and learn about nutritional wellness from our guest, Ginger Hultin, who is a Seattle-based registered dietitian nutritionist and owner of the concierge virtual nutrition practice, Ginger Hultin Nutrition, where she helps clients with complex health conditions through an integrative approach.

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