FREE Planning Seminar
Learn more about estate planning, funeral planning, and financial planning.
Save Time. Save Money. Avoid Nonsense.
Come learn about estate planning, financial planning, and funeral planning.
Register now to attendĀ the FREE seminar with three local experts!
Wednesday, August 21, at 6:30 pm
at Montlake Terrace Library, 23300 58th Ave W, Montlake Terrace, WA 98043
Coffee and dessert bites will be served.
What You'll Learn
It's a ton!
Estate Planning
How a typical appointment with a law firm works and how we are different.
Funeral Planning
Top 3 benefits of preplanning and how to do it.
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Financial Planning
Ā The basics of retirement protection planning.
Estate Planning
Ā Misconceptions about estate planning that simply aren't true.
Funeral Planning
How funeral preplanning is a gift you give your loved ones.
FinancialĀ Planning
Planning techniques to help conserve your estate to ensure you don't outlive your money and can still leave a legacy.
Learn from
Katherine Middleton, Esquire
Katherine isĀ fun! Through the stories she tells, you'll learn that there's a hard way and an easy way for things to go when you or a loved one passes. Most people don't realize they can make things much simpler and usually save thousands of dollars with proper planning.
Katherine is passionate about helping people plan for the future and achieve the peace of mind that comes from making sure your family is taken care of.
Learn from
Molly Peebles, FSA
Molly is a Family Service Advisor with Dignity Memorial and serves the Greater Seattle area. Helping families plan ahead to be able to both leave a legacy of love and care to their loved ones and lift their family's burden at the time of grief is her passion.
Educating the community about their options and empowering people to make informed choices is her mission.
Learn from
Jay Bluhm, FSCP
Jay is co-founder and principal at Lewis & Bluhm Financial Group. His mission is to bring expert financial advice to the 99% of Americans who need it the most.
He is passionate about protection first planning, and prides himself in being a holistic financial advisor and helping families and individuals make their financial goals a reality.
