Enjoy us for another day of learning as we explore the basic concepts of  investing and estate planning. We will go over many important topics:

• What is an investment?
• What is risk tolerance?
• What is the right investment for different time periods?
• How risky are different investments?
• How can I reduce my risk?

For basic estate planning?

• What is estate planning?
• Do I need a will?
• What is a durable power of attorney?
• Is a health-care directive necessary?
• Why would I use a living trust?

Lunch will be available to attendees

The event will be from 10:00 AM to 2:00 PM on March 23rd at the Hotel Interurban in Tukwila