November 5th Client Educational Breakfast

We believe education is the most valuable tool to use when it comes to your finances so we hold quarterly client educational breakfasts on various topics. On November 5th’s we discussed ‘How to Know When to Retire’ and ‘What to Know About Domestic Partnership When it Comes to your Finances’ If you are interested in attending one of our educational breakfasts, please reach out to Madeline via email or phone. Her email is or at 206-420-8520.