Broker Check

Are you worried enough about your retirement to fix it?

You and your guests are invited to discover our retirement distribution plan while enjoying a complimentary meal at Ruth's Chris in Bellevue!

Come and you may discover:

  • How much money you can spend and not run out before you die?
  • Can you create substantial tax deductions that could increase your income?
  • What can be done to protect your portfolio in the next market downturn?
  • Will your current asset allocation destroy your retirement?
  • What strategies can safeguard your money from potentially catastrophic long-term expenses?
565 Bellevue Way NE 
Bellevue, WA 98004


Thursday, November 2nd at 


Wednesday, November 8th at 


Monday, November 13th at 

This event is designed for individuals and couples age 55 and above who are retired or planning for retirement. Attendees will have the opportunity to schedule a complimentary visit with a Financial Planner after the presentation. As a professional courtesy, we ask that those in the financial industry not attend. Attendees must have at least $250k in assets- separate from your residence. Attendance is subject to company approval.