Broker Check
23 March
Investment Basics and Estate Planning Basics


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

Date and Time

Sat, Mar 23, 2024

10:00a - 2:00p PST


Hotel Interurban

223 Andover Park E
Tukwila , WA 98188


Parking is free around the hotel and lunch will be provided.

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Event Registration