Broker Check

Events

Upcoming Events

More events are on the way! Check back soon for more information.

Past Events

July 16, 2023

11:00a - 2:00p

Normandy Park Cove

August 11, 2022

11:00a - 1:00p

Sunrise Financial Services

Lunch and Learn

Come and enjoy lunch with us while hearing a presentation from our special guest speaker, John Deasy, Mortgage Specialist. 

July 15, 2022

9:30a - 10:30a

Sunrise Financial Services

Breakfast in Bed

Come and enjoy a zoom meeting with us while hearing a presentation from our special guest speaker, Mark Reinhardt, Estate Planning Attorney!

July 14, 2022

11:00a - 1:00p

Sunrise Financial Services

Lunch and Learn

Come and enjoy lunch with us while hearing a presentation from our special guest speaker, Mark Reinhardt! 

July 10, 2022

11:00a - 2:00p

Normandy Park Community Club - The Cove

Client Appreciation Party

Party to show you our appreciation, at the Normandy Park Community Club - the Cove - from 11 a.m. to 2 p.m. Will have a 50's theme with food, entertainment, music and tons of fun. 

June 23, 2022

9:30a - 10:30a

Via Zoom

Market History and How it Pertains to Today

A webinar with featured guest speaker Joel Hefner to address Market History and How it Pertains to Today.

June 11, 2022

11:00a - 2:00p

Sunrise Financial Services

Shred Day

Community Shred Day - As a local financial services firm we prioritize our community safety from fraud and identify theft. This event is free and open to the public so be sure to invite your friends!

June 2, 2022

6:00p - 8:15p

Salty's on Alki Beach

Client Referral Dinner

You and 3 Guests are Cordially Invited to a Client Referral Dinner at Salty's on Alki on Thursday, June 2nd at 6:00 PM!

May 14, 2022

9:00a - 11:30a

Salty's on Alki Beach

Market History and How it Pertains to Today

You and up to 3 guests are invited to an Informational Breakfast Client Event at Salty's on Alki on Saturday, May 14th at 9:00 AM! The featured guest speaker will be Joel Hefner, Vice President at Dimensional Fund Advisors. He will speak on the historical background of markets, events in the past and how markets reacted, drawing parallels to 2022.

May 11, 2022

6:00p - 8:00p

Fairwood Golf and Country Club

How to be a Financially Wise Investor in the Current Economy

How to be a Financially Wise Investor in the Current Economy Tuesday May 10th at 6:00 pm Wednesday May 11th at 6:00 pm Please RSVP now to guarantee your space: Call (800) 898-3572 and give your RSVP code 428244 or make a secure reservation at seminar.rsvpyes.com/428244

May 10, 2022

6:00p - 8:00p

Fairwood Golf and Country Club

How to be a Financially Wise Investor in the Current Economy

How to be a Financially Wise Investor in the Current Economy Tuesday May 10th at 6:00 pm Wednesday May 11th at 6:00 pm Please RSVP now to guarantee your space: Call (800) 898-3572 and give your RSVP code 428244 or make a secure reservation at seminar.rsvpyes.com/428244

March 2, 2022

6:00p - 8:00p

Salty's on Alki Beach

How to be a Financially Wise Woman in the Current Economy

You and up to 3 of your girlfriends are cordially invited to join us at one of our upcoming complimentary workshops – held exclusively for women – at Salty’s on Alki Beach here in Seattle! Seating is limited, so please guarantee your reservation now by calling (800) 898-3572 and referencing RSVP code #426439 or register online by visiting seminar.rsvpyes.com/426439.

February 10, 2022

6:30p - 8:30p

Sunrise Financial Services

January 13, 2022

6:00p - 8:00p

Anthony's Restaurant

How to be a Financially Wise Investor in the Current Economy

How to be a Financially Wise Investor in the Current Economy Tuesday January 11 at 6:00 pm Thursday January 13 at 6:00 pm Please RSVP now to guarantee your space: Call (800) 898-3572 and give your RSVP code 424915 or make a secure reservation at seminar.rsvpyes.com/424915

January 11, 2022

6:00p - 8:00p

Anthony's Restaurant

How to be a Financially Wise Investor in the Current Economy

How to be a Financially Wise Investor in the Current Economy Tuesday January 11 at 6:00 pm Thursday January 13 at 6:00 pm Please RSVP now to guarantee your space: Call (800) 898-3572 and give your RSVP code 424915 or make a secure reservation at seminar.rsvpyes.com/424915

November 10, 2021

6:00p - 7:00p

Fairwood Golf and Country Club

Seminar: How to be a Financially Wise Investor in the Current Economy

We are holding a “How to be a Financially Wise Investor in the Current Economy” seminar at the Fairwood Golf and Country Club on Tuesday, November 9th and Wednesday, November 10th at 6:00 P.M. Here are some of the concerns people have – we will address these and more: Concerns about market volatility How to buy …

Event Registration