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katie@financialinsights.com
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Events from this organizer
Today

Annual Community and Friends Celebration : 40th Anniversary & New Space Ribbon Cutting!

1551 Broadway, Suite 600, Tacoma, WA 98402 1551 Broadway, Suite 600, Tacoma, WA, United States

Come celebrate our newly renovated space with, light refreshments & appetizers & local jazz from University of Puget Sound's Jazz Orchestra director & local legend Tracy Knoop & trio. We will performing a Tacoma Chamber Ribbon cutting & enjoying a viewing of history from Financial Insights. Door donations will be accepted to support local non > Continue Reading

$5

Wisdom with Women 2022 Educational Series: Retiring During a Recession

1551 Broadway, Suite 600, Tacoma, WA 98402 1551 Broadway, Suite 600, Tacoma, WA, United States

Join us in person or via Zoom, on Wednesday, August 10th, at 3 pm for our next Wisdom With Women Educational Series: Retiring During a Market Recession, featuring Ali Kemp, CEO of Financial Insights Wealth Management.

Free

Wisdom With Women 2023 Educational Series: Estate Planning 101

ZOOM

Everyone needs an estate plan! Yes, everyone! In this topic, we will be discussing what an “estate plan” is, why you need one, and what you should do if you already have one. We will touch on all kinds of topics like: wills, living trusts, powers of attorney, health care directives, disposition authorizations, beneficiary designations, > Continue Reading