Are you interested in learning how you can secure your financial future while also supporting your favorite nonprofits?

You can do both at the same time! FUSION has assembled a team of professionals to show you how it can be done.

This financial planning seminar may be right for you, if:

1) You are planning for your retirement
2) You are just getting started with planning
3) You feel confident in your existing plans but may have specific questions or need additional products or services, or
4) You are gathering information and/or have concerns about current market conditions

Come to this free, low-key, and no-obligation event on Saturday, November 5th from 1pm – 3pm, 2022. The event will be hosted at the Poverty Bay Café in Federal Way, located at 1108 S. 322nd Place (behind Safeway). Free parking is included in our lot.

Come meet our experts who will each give a brief formal presentation, followed immediately by the opportunity to meet 1:1 with any of our experts, for specific questions:

– Sam Shakhramanov, Financial Advisor at Edward Jones
– Shad McOmber, Estate Planning Attorney at Harlowe Falk LLP
– Thomas Steingrebe, Financial Planner at Northwestern Mutual

As a registered guest, you will be asked to fill out a confidential survey prior to the seminar. Your responses will be anonymized and shared with our panel of experts to help them prepare for their presentation.

The financial and retirement planning tools and products that may be covered, include:

– Wills, Trusts, Living Trusts, and Irrevocable Trusts
– Providing for your children and beneficiaries
– Power of Attorneys available to you and your spouse
– Your real estate holdings as an integral part of your financial planning
– Ensuring that your workplace retirement accounts align with your wishes as outlined in your will and/or trusts
– Charitable donations with appreciated securities
– Gift and charitable planning that reduce gift tax obligations

To sign up for this seminar, or for any questions, please contact Melinda at FUSION, melinda.lowe@fusionfederalway.org. She will respond via email to confirm. Guests must register to attend.

Attendees will receive a $4 gift certificate to Dick’s Drive-In (good for any of their locations) and a $5 gift certificate for the Poverty Bay Café, reopening in December 2022. Coupons are limited to the first twenty-five registrants, so please sign up today!