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.

Navigating Social Security and Medicare (Seattle)

Mar 13, 2025 01:00 PM Pacific Daylight Time - Mar 13, 2025 02:00 PM Pacific Daylight Time
Columbia Tower | The Washington Room 701 5th Avenue, 76th Floor Seattle, WA , 98104

Applying for Social Security and Medicare can be complex. Join us for an informative discussion on strategies for managing these programs—whether for yourself or a loved one. Leading the conversation will be Casey McFarland, managing director at Principal Asset Management, who brings extensive experience in simplifying the complexities of Social Security and Medicare.

RSVP

Navigating Social Security and Medicare (Bellevue)

Mar 13, 2025 05:00 PM Pacific Daylight Time - Mar 13, 2025 06:30 PM Pacific Daylight Time
El Gaucho | Red Mountain Room 450 108th Avenue N.E. Bellevue, WA , 98004

Applying for Social Security and Medicare can be complex. Join us for an informative discussion on strategies for managing these programs—whether for yourself or a loved one. Leading the conversation will be Casey McFarland, managing director at Principal Asset Management, who brings extensive experience in simplifying the complexities of Social Security and Medicare.

RSVP

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