Broker Check

Events for 2022

Legacy Planning Event                                 

April 21, 2022 

 

Sound logic states the most efficient estate plan is the one that gets the right money to the right people at the right time. Please join us for an engaging evening where we will have a conversation about Family Legacy. Legacy does not mean only what happens after we pass; it's all about how we live! What steps will you take today to ensure what people will embrace now, and remember how you impacted the world later! You will leave with great ideas and a document that will do just that! At some time in the past, we have all wanted to have this conversation but never get around to it. We will help you will make more progress this evening than ever before. Bring a friend and join us for dinner, drinks, and great conversations. This event is limited to the first 28 guests. The RSVP window starts on April 6, 2022.

A Day at the Shooting Range

May 20, 2022

Have a gun and need some practice? Join us at Rattlesnake Mountain Shooting Facility in Benton County and show off your marksmanship in a supervised environment. A brief range-facilitated safety training session is required once you arrive, and after that, we will have some demonstrations and target exercises set up for your destruction. Bring your own gun and ammunition. Afterward, be prepared to tell some tall stories about your experience with the group and share a catered lunch prior to departure. Bring a friend but for the safety of the group, this event is limited to the first 20 guests. The RSVP window starts on May 4, 2022.

Comedy Night

June 8, 2022

Who needs a break from the news of the day? Looking for an event that will surely put you in a good mood with some laughs? Join us for a fun evening with some great lines, stories, and comedy. Don't worry, Dad Jokes aren't allowed unless they are funny! Prepare to laugh and end an exciting evening in good humor (yes, we went there). Bring a friend and join us for dinner, drinks, and a great stand-up comedy routine. This event is limited to the first 28 guests. The RSVP window starts on May 22, 2022.

A Night with the Symphony

July 21, 2022

Who doesn't enjoy live beautiful music? This event will feature a small collection of members of the Mid-Columbia Symphony performing some of the classical music you have always enjoyed. Bring a friend and join us for a special dinner from one of our local restaurants, a selection of wine from a local winery, and then sit back and savor a live performance from some of our community's very own performing artists! This event promises to be one you will always remember. This event is limited to the first 28 guests. The RSVP window starts on July 1, 2022.

Values-based Investing Seminar

August 11, 2022

Imagine the impact on the world each of us could have if we aligned our investments based on our values without sacrificing returns! Two critical questions arise. What values do you have that you'd never want to violate just to make a profit? What values do you want to promote to positively impact the world? At this event, we will explore some of the existing meaningful opportunities enabling us to 'vote' with our investments. Bring a friend and join us for drinks, dinner, and some engaging conversations as we empower you to move boldly in this space. This event is limited to the first 28 guests. The RSVP window starts on July 24, 2022.

Charity Expo

September 15, 2022

So how do I learn how our community is helping others in the Tri-Cities without a lot of research? How can I get involved? How can I help those in the most need? Join us for an impactful event in one location that will answer all of those questions. Several charities in our area will make short presentations, have their tables set up, and enlighten you on how best to give back to others. What a great opportunity to connect with the people that are making the Tri-Cites a better place for everyone. This event will be an open house format with plenty of food and refreshments for all. The RSVP window starts on August 28, 2022.

Medicare Planning 

October 20, 2022

Who knew that the most important health care benefit we have in the United States would be the most difficult to understand? We all need clarity on this. Bring your most challenging questions to one of our regional experts on the federal Medicare system at this highly informative event. This will be your opportunity to clear the fog and determine a path forward for a key component of your retirement plans. Bring a friend and join us for dinner, drinks, and a great interactive presentation on Medicare and how each decision might impact you. This event is limited to the first 28 guests. The RSVP window starts on October 3, 2022.


Aviation Museum

November 10, 2022

 

Well, we have told you about all of our events for 2022 but this one is a secret for now. We will keep you in suspense about the theme and presentation for a little while but to be fair, we will share the location. The Pasco Aviation Museum! Bring a friend and join us for dinner, drinks, and a great time in a venue filled with the history of the Tri-Cities. Additional details to follow. The RSVP window starts on October 24, 2022.