Upcoming Events
The Road to a Tax-Savvy Retirement
The Road to a Tax-Savvy Retirement
Date: May 19, 2022Time: 5:00 pm-6:00 pm Venue: Bellevue College 3000 Landerholm Cir SE Bellevue, WA 98007 Main Campus – Building D 106 Organizer: Frank McLaughlin, CFP® & Alan Hensley, CFP®
Mid-Year Tax Planning: Tips to reduce taxes and avoid surprises
Mid-Year Tax Planning: Tips to reduce taxes and avoid surprises
Date: June 15, 2022Time: 11:00 am-12:00 pm Venue: Zoom Webinar Organizer: Geoff Curran, CPA/ABV, CFA, CFP® & Lowell Parker, CFP®
Quarterly Investment Update + Office Hours Q&A
Quarterly Investment Update + Office Hours Q&A
Date: July 6, 2022Time: 9:00 am-10:00 am Venue: Zoom Webinar Organizer: Geoff Curran, CPA/ABV, CFA, CFP® & Lowell Parker, CFP®
Past Events
View recordings of past webinars for valuable information you missed the first time around.
Why Everyone Needs an Estate Plan
Why Everyone Needs an Estate Plan
May 18, 2022
Join us on May 18th at 11am for this month’s educational presentation on estate planning basics to ensure your plan is up to date and congruent with your wishes. Lowell
Charitable Giving – Philanthropy and Taxes
Charitable Giving – Philanthropy and Taxes
April 13, 2022
Join us for this month’s educational presentation on how to give in a tax-effective fashion. We’ll start by having guest speaker, Stacey Guadnola, CAP® from the Greater Tacoma Community Foundation
Quarterly Investment Update + Office Hours Q&A Session
Quarterly Investment Update + Office Hours Q&A Session
April 5, 2022
Please join us for Merriman’s Quarterly Investment Update + Office Hours Q&A session! To start, Chief Investment Officer Kristi de Grys will share the research team’s insights on our investment
Personal Insurance 101
Personal Insurance 101
March 23, 2022
Have you ever wondered how much insurance you should have? Why you need it? How much it should cost? Join Lowell and Geoff for an in-depth analysis that will answer
