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Events

Upcoming Events

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.

Past Events

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.

Event Registration