Financial Planning Event


Aug 01


02:00 pm - 03:00 pm

Join us at Skyline Seattle for our Education Series, designed to help you live well and plan for the future.

Event 1 will cover The Essentials of Estate Planning presented by local attorney Jonathan Bowman. He will share how having just a few simple documents in place can provide valuable peace of mind. Jonathan will walk through the six essential estate planning documents you need if you live in Washington. You’ll discover what each form means, their importance, and what happens if you don’t have your affairs in order.

Education Series
Event 1: The Essentials of Estate Planning
Thursday, August 1st • 2PM
Refreshments will be served. Complimentary valet parking is provided.

RSVP with the form below or call 206-944-5411.

Our Education Series will fill up quickly. Consider registering now for these upcoming sessions by checking the boxes below:

  • Event 2: Life Care 101
    • Tuesday, September 17 • 10:30AM
  • Event 3: Downsizing presented by Matt Paxton from Hoarders
    • Wednesday, September 25 • 10AM
Share :


Skyline Seattle 725 9TH Avenue Seattle, WA 98104



Share :

Financial Planning Event

Please fill out the form to the right to RSVP for the event.

    This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.