Past Events
Movie Day!
Thank you to all that joined us to escape the summer heat and watch Blue Beetle on its opening weekend!
We had a great time and hope your friends & families did as well!
14th Annual Shred Event
Thank you to everyone that came out and made this a great event! Start your piles for next year's Shred Day!
Interested in reducing the amount of paper you receive for your account? Reach out to our team for instructions on going paperless.
Educational Seminar
Travis Allan came to talk with us about managing income risk in retirement and about healthcare in retirement.
Let us know what topics you would like to see for future educational events!
2023 Hockey Night
We had a great time watching the Everett Silvertips play the Seattle Thunderbirds!
2022 Client Cruise
For our first cruise since covid, we sailed around Lake Union while on board the Goodtime III. Our business is built on continued relationships and referrals from you! Thank you!
Want to be a part of this VIP event next year? Refer your family, friends, neighbors, coworkers - anyone you think we should meet!
13th Annual Shred Event
It was a busy year for mailings and statements! Our 13th annual shred event was a great opportunity to get rid of all those extra documents. Want to reduce the amount of mail you receive? Reach out to our office for instructions on how to go paperless!
12th Annual Shred Event
Thank you to those who came out this year!
Through both rain and shine, we helped shred and dispose of your bags and boxes of documents. Start building up your shred-able piles for next years' event!
2020 Client Appreciation "Cruise"
Due to it being 2020, we were not able to have our 3rd Annual Client Appreciation Cruise like we had planned. However, we still wanted to spread some holiday cheer!
We "cruised" through neighborhoods to leave wine & appropriately themed ornaments at the doors of our participants this year! Thank you for the continued referrals & relationships you have helped us create this past year!
Want to join us back on the water next year? Refer your family, friends, neighbors, coworkers - anyone we should meet!
11th Annual Shred Event
With masks, gloves, sanitizer, and individually wrapped BBQ lunches, our 11th annual shred event was a success! Many people have experienced more free time in 2020 and lots of homes and filing cabinets have been cleaned out! Without even having to get out of your car we were able to help you get your documents shredded & disposed of safely.
Thank you to all that came out & we hope to see you next year!
Hockey Night
We had a blast watching the Everett Silvertips win against the Tri-City Americans! This event was a major hit and we hope to repeat it next year with more cowbell!
2019 Client Appreciation Cruise
For our second annual client referral appreciation cruise we sailed around Puget Sound and listened to holiday carolers while on board the Goodtime III. Our business is built on continued relationships and referrals from you, our clients! Thank you!
Want to be a part of this VIP event next year? Refer your family, friends, neighbors, coworkers - anyone we should meet!
Did you attend our event? Click on the link below and use your photo code to see pictures from the event!
Carla's 20th Anniversary Celebration!
For Carla's 20th Anniversary as an Advisor with Waddell & Reed we went to Flatstick Pub in Kirkland to celebrate! We got to enjoy some mini golf, food & drinks, board games, and the company of our guests. Congratulations Carla on this major milestone!
10th Annual Shredding Event
As always, we are committed to protecting your privacy and providing you with helpful and convenient service! In June, our office hosted its 10th Annual Shredding Event where clients brought their old documents to be shredded and enjoyed our catered BBQ lunch!
Did you miss our shredding event this year? Join our mailing list so you can get email reminders when our events are coming up!
March 2019 - Women in Money
Held at a local restaurant, Erin Sheehan from T. Rowe Price presented information on the unique challenges women face with finances & in retirement over drinks & hors d'oeuvres.
This even filled up fast so be on the lookout for an event like this in the future!
2018 Referral Appreciation Cruise
Our business is built on referrals from people like you! To thank you for your continued support & helping us grow, we embarked on a December cruise around the Puget Sound listening to carolers & enjoying each others' company.
Want to be a part of this VIP event next year? Refer your family, friends, neighbors, coworkers - anyone we should meet!
Did you attend our event? Click on the link below and use your photo code to see pictures from the event!