Events
Upcoming Events
More events are on the way! Check back soon for more information.
Past Events
January 8, 2026
6:30p - 7:30p
Zoom
2026 Outlook Webinar
Get market insights from #LPLResearch on what they believe is in store for markets in 2026 and what it may mean for portfolios.
November 19, 2025
6:30p - 7:30p
Zoom
Family Money Talks Webinar
Join us for Family Money Talks! Discover how open conversations about money, values, and future plans can bring your family closer together.
October 29, 2025
6:30p - 7:30p
Zoom
End of Year Tax Checklist
Join us for our webinar reviewing our End of Year Tax Checklist! We'll make sure there's nothing you missed on your way to the season we all love - tax season...
October 8, 2025
Zoom
Estate Planning Essentials Webinar
Join us for our webinar reviewing the Estate Planning Essentials! We will cover the basics like wills, beneficiaries, and Power of Attorney. We'll also cover some things you may not think about, including trusts, tax implications, and executor duties.
August 19, 2025
6:30p - 7:30p
Zoom
Long-Term Care Protection Strategies Webinar
Are you curious about the potential costs of long-term care? Unsure about the best option for yourself or your spouse? Join us for our webinar reviewing long-term care protection strategies. We will cover the basics of long-term care, what costs might look like, and what option might work best for you.
July 27, 2025
4:15p - 6:45p
Funko Field
AquaSox In-Game Barbeque
This event is currently full. To join our waitlist, please register here, call our office at (425)252-4032, or email us at office@baileywealth.org. Bailey Wealth Services will be hosting an in-game barbeque on Sunday, July 27th for clients and their families. Join us for a night of fun baseball, good food, and great company!
July 17, 2025
Zoom
LPL Mid-Year Outlook Webinar
Do you have questions about the current state of the market, tariffs, or stock volatility? Join us for our webinar reviewing the LPL Financial 2025 Mid-Year Outlook. Based on insights from LPL Research, it's a guide we use to help put your financial goals into action. We'll cover topics like the economy, fixed income, alternative investments, commodities, and currencies.
June 18, 2025
6:30p - 7:30p
Zoom
Webinar - Understanding Medicare IRMAA
Want to understand more about Medicare and IRMAA? Join us for our webinar on June 18th to learn about Medicare basics, IRMAA surcharges, and IRMAA minimization strategies.
May 14, 2025
6:30p - 7:30p
Zoom
Webinar - Qualified Charitable Distributions & Required Minimum Distributions
We'll cover the basics of Qualified Charitable Distributions (QCD) and required Minimum Distributions (RMD), tax breaks, exceptions, and RMD calculations.
March 26, 2025
6:30p - 7:30p
Zoom
Webinar - Preparing for Retirement
We’ll cover topics like income and expenses, Social Security, how much money you'll need, and ways to know if you're ready for retirement.
February 19, 2025
6:30p - 7:30p
Zoom
Webinar - The Basics of Social Security
Webinar - The Basics of Social Security
January 9, 2025
6:30p - 7:30p
Zoom
Webinar - Outlook 2025 - Pragmatic Optimism
LPL Research's Outlook 2025 Webinar
October 22, 2024
6:30p - 7:30p
Zoom: The End of Year IRA Checklist
The End of Year IRA Checklist
Ensure your IRA compliance and optimize your year-end planning with our essential checklist covering distributions, conversions, rollovers, and accuracy checks.
September 17, 2024
6:30p - 7:30p
Zoom: Fortifying Your Financial Future
Fortifying Your Financial Future
Learn about strategies to prepare for retirement for those aged 45 and older.
August 27, 2024
6:30p - 7:30p
Zoom: LPL Cybersecurity Webinar
LPL Cybersecurity Webinar
Learn about your options to help keep your information secure.
July 23, 2024
6:30p - 7:30p
2024 Midyear Outlook Webinar (Zoom)
2024 Midyear Outlook Webinar
Learn about the Midyear Outlook for 2024 based on insights from LPL Research.
June 20, 2024
6:30p - 7:30p
The Basics of Managing Debt Webinar
Basics of Managing Debt
Learn about best practices to manage debt.
May 21, 2024
6:30p - 7:30p
The Basics of College Savings Webinar
Basics of College Savings
Learn about your options to help pay for education expenses.
April 23, 2024
6:30p - 7:30p
The Basics of Estate Planning Webinar
The Basics of Estate Planning
We’re proudly presenting The Basics of Estate Planning Webinar. Please join me and Attorney Sarah Duncan as we talk about setting up a will, a power of attorney, and naming an executor of your estate among other things.
April 20, 2024
10:00a - 12:00p
Shred Event 2024 and Non-Perishable Food Drive
Shred Event 2024 and Non-Perishable Food Drive
We care about your privacy and would like to give you an opportunity to safely dispose of your sensitive documents by hosting a Shred Event. Simply bring anything you would like to have shredded to 1604 Hewitt Avenue, Everett, WA 98201 and we will have a shredding truck standing by at the hours stated to take care of it for you. We will also be collecting food for the local food bank, so feel free to bring canned and non-perishable items.
March 12, 2024
6:30p - 7:30p
Tidying Up Financial Clutter Webinar
"Tidying Up Financial Clutter" Webinar
We’re proudly presenting a webinar on organizing your financial paperwork. Please join me as I give you 5 tips for "Tidying up Financial Clutter."
February 8, 2024
6:30p - 7:30p
Qualified Charitable Distributions and Required Minimum Distributions Webinar
Qualified Charitable Distributions and Required Minimum Distributions Webinar
Learn about QCD basics and RMD Calculations. Find out how QCDs can be a great tax break.
January 9, 2024
6:30p - 7:30p
Outlook 2024: A Turning Point Webinar
LPL Research Outlook 2024 Webinar
LPL Research’s Outlook 2024: A Turning Point provides insight and analysis into next year’s opportunities, challenges, and potential surprises. We understand that making progress toward long-term financial goals requires a strong plan and sound advice. The insights in this report, combined with guidance from me, will help position you to navigate this turning point and work toward achieving your objectives.
November 16, 2023
6:30p - 7:30p
Family Money Talks Webinar
Family Money Talks Webinar
Please join us in learning more about the importance of sharing your values, wishes, and plans with the next generation.
September 28, 2023
6:30p - 7:30p
Principles of Preserving Wealth Webinar
Principles of Preserving Wealth Webinar
Please join us in learning more about estate management. We are presenting some fundamental estate principles that can enable you to manage your financial and personal affairs during your lifetime and distribute your wealth after death.
July 27, 2023
6:30p - 7:30p
Midyear Outlook 2023 Webinar
Midyear Outlook 2023 Webinar
Now that we’re beyond the midpoint of the investing year, it’s a great time to look at where we’ve been—to help position your portfolio for the latter half of the year. Our Midyear Outlook: The Path Toward Stability does this with in-depth analyses, insights and perspectives from the LPL Research team.
June 22, 2023
6:30p - 7:30p
Long-Term Care Protection Strategies
Long-Term Care Protection Strategies
The number of people who will need long-term care at some point in their life can be a surprise to many. Join us for the webinar as we provide helpful long-term care protection strategies to help you stay aware, prepared, and safe.
May 25, 2023
6:30p - 7:30p
2023 Tax Strategies Webinar
2023 Tax Strategies Webinar
Please join me for a comprehensive presentation on a recap of the key tax rules and 7 different tax strategies to help you plan for next year's taxes.
May 20, 2023
11:00a - 2:00p
Shred Event and Non-Perishable Food Drive
2023 Shred Event and Non-Perishable Food Drive
We care about your privacy and would like to give you an opportunity to safely dispose of your sensitive documents by hosting a Shred Event. Simply bring anything you would like to have shredded to 2511 Wetmore Avenue, Everett, WA 98201 and we will have a shredding truck standing by at the hours stated to take care of it for you. We will also be collecting food for the local food bank, so feel free to bring canned and non-perishable items.