Events

Meet the Manager Webinar Series: Perth Tolle

Perth Tolle is the founder of Life + Liberty Indexes and creator of the Freedom 100 EM Index (FRDM index). Prior to forming Life + Liberty Indexes, Perth was a private wealth advisor at Fidelity Investments in Los Angeles and Houston. Prior to Fidelity, Perth lived and worked in Beijing and Hong Kong, where her observations led her to explore the relationship between freedom and markets.  Join us as we learn more about the story behind FRDM, the investment strategy, and future outlook. 

Client Event: Holiday Open House (and pie day!)

The holiday season has arrived and we are excited to celebrate with you! Join us for our annual Holiday Open House where you can enjoy a sweet treat or two, savory finger foods, have a warm beverage and visit with the Sunrise Team. As is tradition, the first 50 clients to RSVP to our Open House will receive a FREE HOLIDAY PIE!

Medicare: Saving You Money with Washington State's Unique Medigap Rules

Medicare can feel complicated, but here in Washington State we have some special Medigap rules that can actually work to your advantage. These rules give you more freedom to adjust your coverage and could even help reduce your costs. During this session, we will review these unique provisions, explain how they may apply to your situation, and highlight strategies to help you make the most of your Medicare coverage.

Public Workshop: Retire RIGHT So You Can Retire Well

Planning for retirement is about more than just saving money, it's about building a strategy you can count on. Join our experienced team for a complimentary dinner and educational seminar: Retire RIGHT so you can retire well. We'll break down key components of retirement planning; and share how a thoughtful, personalized approach can help you work toward achieving confidence in retirement.

Public Workshop: Retire RIGHT So You Can Retire Well

Planning for retirement is about more than just saving money, it's about building a strategy you can count on. Join our experienced team for a complimentary dinner and educational seminar: Retire RIGHT so you can retire well. We'll break down key components of retirement planning; and share how a thoughtful, personalized approach can help you work toward achieving confidence in retirement.

Public Workshop: Retire RIGHT So You Can Retire Well

Planning for retirement is about more than just saving money—it’s about building a strategy you can count on. Join our experienced team for a complimentary dinner and educational seminar: Retire RIGHT so you can retire well. We’ll break down key components of retirement planning—and share how a thoughtful, personalized approach can help you work toward achieving confidence in retirement.

Public Workshop: Retire RIGHT So You Can Retire Well

Planning for retirement is about more than just saving money—it’s about building a strategy you can count on. Join our experienced team for a complimentary dinner and educational seminar: Retire RIGHT so you can retire well. We’ll break down key components of retirement planning—and share how a thoughtful, personalized approach can help you work toward achieving confidence in retirement.

Lunch & Learn: The One Big Beautiful Bill

On July 4th, 2025, President Donald J. Trump signed into law the “One Big Beautiful Bill Act” (OBBBA), a landmark piece of legislation that makes permanent many provisions of the 2017 Tax Cuts and Jobs Act (TCJA) and introduces several new tax measures. They put "big" in the name for a reason... the One Big Beautiful Bill covers a lot of territory. We want to help our clients understand how they might be affected. Our team will cover the provisions we feel will impact most, if not all of our clients, and provide a fact sheet you can keep to reference in the future.

Women's Only Dinner Seminar

Our Invitation Only Dinner Events are a comfortable way to get to know our firm and see if you might be able to benefit from our services and educational approach. We look forward to seeing you there!

2023 Client Appreciation Event

Lunch and Learn

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

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!

Lunch and Learn

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

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. 

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.

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!

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!

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.

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

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

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.

Eat, Drink and Be Crafty - Ladies Valentine's Event

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

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

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 …