Due to the COVID19 outbreak and concern for our community, we have moved our educational programs and offerings to webinar and/or teleconferencing format. Check in here for upcoming events. We look forward to connecting with you even as we need to be physically distant.

Upcoming Events:

Wednesday, May 11th     Helping you aim higher with the control of tax-managed
at 1:00pm PST
guest speaker:  Dan Hodo, Senior Regional Director with Russell Investments

Webinar Wednesday - For educational programs reserve the second Wednesday of the month. All events are at 1:00pm PST unless otherwise noted.  Details will be provided here at least one week prior to the event.  Webinar Wednesdays are taking a break for the month of March & April.  We will resume on May 11, 2022.

RSVP to Teri Deshler at 425-369-5111 or  by the Tuesday before the event to receive the Zoom meeting link.

Past Events:

February 15, 2022 Economic Outlook from Russell Investments
hosted by Dan Hodo, Senior Regional Director with
Russell Investments

December 8, 2021 Chair yoga for holiday stress
hosted by Yvonne Hall, Managing Director – Investments
with Wells Fargo Advisors

October 14, 2021  Keep Your Brain Young and Lower Risk for Alzheimer's and Dementia
guest speakers Dr. Marc Milstein and Chuck Mitsakos, Capital Group Economic Outlook
hosted by Wells Fargo Advisors

September 14, 2021  Ruth Bader Ginsburg: Honoring a Legacy
hosted by Wells Fargo Private Bank

September 8, 2021 Understanding Long Term Care Issues and Costs: Making good
decisions for you and your family hosted by Larry Smith with Brighthouse Financial

August 11, 2021 Planning Considerations for Elder Orphans and Solo Agers
Panel with Lisa Mayfield, the founder and co-Principal of Aging Wisdom®
and Sima Kahn, MD, the founder of Healthcare Advocacy Partners

July 14, 2021  Leveraging Technology to Navigate the New Normal
hosted by Milissa Hutchinson, Relationship Manager with Delaware Funds

Any third-parties mentioned are not affiliated with, or endorsed by, Wells Fargo Advisors
Insurance products offered through affiliates.
These events are educational in nature and no specific products will be discussed.
Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC.