Sharing knowledge and experiences
Archived Events
AN AFTERNOON WITH JEFF SAUT
Tuesday, October 2nd
The Westin Hotel
600 Bellevue Way N.E.
Bellevue, WA 98004
“When everyone thinks the same, there’s not much thinking going on.”
An afternoon with Jeff Saut, Raymond James Chief Investment Strategist and Managing Director of the Equity Research Department.
Jeff is well known for his insightful and colorful stock market commentary when appearing on various programs on PBS, NPR, CNBC, Bloomberg TV, USA Network and Fox News, as well as various local radio and national television networks.
NOTE: This is a past event. Jeff Saut is no longer affiliated with Raymond James.
MOVING IN THE RIGHT DIRECTION
Thursday, June 21st
6 to 8 P.M.
Mainspring Wealth Advisors
112 SW 157th Street
Burien, WA 98166
In a continuation of the “8000 Days of Retirement” series, this seminar explores the “Big Decision Phase” of retirement, and what to do with the house.
- How do those who have already moved feel about retirement communities?
- What about the kids?
- What holds us back?
- How to downsize
- Steps toward selling
- Timing your sale
Presented by Tracy and Owen Krueger, (the Krueger Team), Senior Real Estate Specialists at Coldwell Banker Danforth.
Space is limited, so please RSVP to Client Relationship Manager Cathie Felix at 206.433.1700 or by email at Cathie@MainspringWA.com
Raymond James is not affiliated with and does not endorse the opinions of Tracy or Owen Krueger, or Coldwell Banker Danforth.
DOCUMENT SHREDDING EVENT
Friday, June 1, 2018 - The 1st annual Document Shredding Event in our Burien location was very successful. We brought in a mobile shredding truck to handle any sensitive documents that our clients needed to have shredded. We also set up a barbecue for hamburgers and hot dogs, along with all of the fixings. Thanks to all of our staff who helped out and our clients who took advantage of the service. We hope to do this again in the future.
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THE 8000 DAYS OF RETIREMENT AND HOW TO MAKE THE MOST OF THEM
There is more to a successful retirement than just money. Join us for a discussion of the four stages of retirement as laid out by the MIT AgeLab.
2 to 4 P.M.
Wesley Homes
816 So. 216th Street
Des Moines, WA 98198
6 to 8 P.M.
Mainspring Wealth Advisors
112 SW 157th Street
Burien, WA 98166
Raymond James is not affiliated with and does not endorse the opinions or services of MIT or AgeLab.
SEAHAWK MONDAY NIGHT FOOTBALL WITH MAINSPRING
Are you ready for some football? Join your friends at Mainspring for Monday Night Football in a 10,000 square foot facility filled with classic and exotic cars. The location boasts two 100-foot big screen projectors. Food and drinks will be provided so just show up, relax, and help us cheer on our beloved Hawks!
Monday, November 7, 2016Game starts at 5:25 PST, join us any time after 5 pm
Wild About Cars Garage
11200 Kirkland Way, Ste. 200
Kirkland, WA 98033
BUSINESS OWNER BREAKFAST
Join the Advanced Planning Group at Mainspring for a lively discussion among elite business owners. The purpose of this group is to provide a round-table forum for owners of closely-held businesses to communicate with entrepreneurs in similar situations. Owning a business can be a lonely place, and even the most successful entrepreneurs can feel like they are isolated without confidants to share the stresses and strains of their daily lives.
Hosted by Ed Bradley and Brent Soloway
Topic: To be announced
November 15, 2016
8:00 am – 10:00 am
Gateway One Building, 4th Floor Conference Room
11400 SE 8th St., Ste. 410
Bellevue, WA 98004
Raymond James does not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.
TRUSTS 101
Scott Gifford, Estate Planning Attorney, will cover everything that goes into a basic estate plan. First he’ll describe how wills work and what they do, then he’ll discuss the benefits of having a will or estate plan in place versus what can happen if you don’t and the consequences of the probate system. Finally, he’ll talk about how trusts can fit into that framework, as well as look at the pros and cons of living trusts, testamentary trusts, and common scenarios where they are used.
October 19, 20166:00 pm
Mainspring Wealth Advisors
112 SW 157th St.
Burien, WA 98166
Raymond James is not affiliated with and does not endorse the opinions or services of Scott Gifford.
UNDERSTANDING THE VALUE OF LONG TERM CARE EXPENSE PLANNING
Hear from Kevin Forman, Regional Marketing Director with Lincoln MoneyGuard, to discover new long term care options and opportunities.
- What is long term care?
- What options do you have for long term care planning?
- What are the next steps?
6:00 pm
Mainspring Wealth Advisors
112 SW 157th St
Burien, WA 98166
Raymond James is not affiliated with and does not endorse the opinions or services of Kevin Forman.
BUSINESS OWNER BREAKFAST
Join the Advanced Planning Group at Mainspring for a lively discussion among elite business owners. The purpose of this group is to provide a round-table forum for owners of closely-held businesses to communicate with entrepreneurs in similar situations. Owning a business can be a lonely place, and even the most successful entrepreneurs can feel like they are isolated without confidants to share the stresses and strains of their daily lives.
Hosted by Ed Bradley and Brent Soloway
Topic: The Changing Landscape of Employee Benefits, presented by business owner Rick Joseph of Diamond Benefits Insurance Services
September 15, 2016
8:00 am – 10:00 am
Gateway One Building, 4th Floor Conference Room
11400 SE 8th St., Ste. 410
Bellevue, WA 98004
Raymond James is not affiliated with and does not endorse the opinions or services of Rick Joseph or Diamond Benefits Insurance Services.
2ND ANNUAL PIE-SLINGING FUNDRAISER
We look forward to Island patrons taking a pie-in-the-face for local charities and building on the success of last year’s event. This will be a fun afternoon for the whole family.
Sunday, August 21, 2016
Following the Soup Box Derby
Langley, WA 98260
WHIDBEY ISLAND OPEN HOUSE: PRIVATE CLIENT EVENT
Please join the Mainspring/Raymond James Team in Langley for a drop-in Open House. We’ll have refreshments and hors d’oeuvres, a special visit by Robert and Kiyoko, and a yummy wine and truffle tasting by a local chocolatier.
Friday, July 29, 2016
3-6 pm, at the Mainspring/Raymond James Office
221 2nd St., #5
Langley, WA 98260
YOU OWN A BUSINESS, NOW WHAT?
Join us to learn how to prepare for business succession. Meet a team of professionals that will teach you how to exit your business, create cash flow, and leave a legacy to heirs/charity. Additional topics will touch on:
- Understanding the big picture of financial planning
- Learn what your business is really worth
- To whom, how, and when do you sell (or gift) your business?
- Selling or gifting; managing income and estate taxes
- Purchase and Sale documents; do’s and don’ts
- Don’t forget coordination with your estate plan
- TAXES, TAXES, TAXES; what is Uncle Sam up to?
Presented by Brent Soloway, ChFC, Financial Planner, Mainspring Wealth Advisors and Andrew Rodgers, Financial Planner, Mainspring Wealth Advisors
July 28, 2016
7:30 am
Discover Burien
427 SW 152nd St.
Burien, WA 98166
BUSINESS OWNER BREAKFAST
Join the Advanced Planning Group at Mainspring for a lively discussion among elite business owners. The purpose of this group is to provide a round-table forum for owners of closely-held businesses to communicate with entrepreneurs in similar situations. Owning a business can be a lonely place, and even the most successful entrepreneurs can feel like they are isolated without confidants to share the stresses and strains of their daily lives.
Hosted by Ed Bradley and Brent Soloway
Topic: Estate Planning, presented by Ryan Montgomery of Montgomery Purdue Blankenship & Austin PLLC
July 21, 2016
8:00 am – 10:00 am
Gateway One Building, 4th Floor Conference Room
11400 SE 8th St., Ste. 410
Bellevue, WA 98004
Raymond James is not affiliated with and does not endorse the opinions or services of Ryan Montgomery or Montgomery Purdue Blankenship & Austin
AGING AND FRAUD PROTECTION SEMINAR
Join us for an educational seminar on "Aging and Fraud Protection" presented by FBI Special Agent, Ethan Via, on Wednesday, June 22nd. Two locations to choose from. Please see attached invite.June 22 and June 29, 2016.
Join FBI Special Agent Ethan Via as he presents on this relevant topic.
- Learn about how common aging frauds are committed
- How to quickly recognize them
- What steps you can take to prevent the unthinkable from happening
- What to do if you are targeted
Raymond James is not affiliated with Ethan Via, Whidbey Bridge, the FBI or the ads listed in this article. Any opinions are those of the presenter and the team at Mainspring Wealth Advisors and not necessarily those of Raymond James. The information has been obtained from sources considered to be reliable, but we do not guarantee that the foregoing material is accurate or complete.
April 20, 2016
SOCIAL SECURITY SEMINAR
You and your friends are invited to a special presentation, “Social Security: Understanding Recent Changes and the Options to Maximize Your Benefits.” Changes made to the system in late 2015 will be discussed, along with other strategies, benefits and options. For a copy of the handout, click here.March 23, 2016
INVESTOR ACCESS WEBINAR
Investor Access is the online tool for you to review all of your accounts on demand. It can also enrich your overall experience with us by connecting outside investment accounts (such as 401(k) plans, company stock or outside brokerage accounts), bank or credit card accounts, and other assets and liabilities. You can even manually input valuable assets such as real estate, jewelry, collectibles or cars. This will give you and your advisor a more comprehensive picture of where you stand.
Investor Access enables you to “Go Paperless” if you are not already, monitor goals, pay bills or transfer funds (in certain account types), take shareholder actions and more ... from virtually anywhere.February 24, 2016
SEAHAWK THURSDAY NIGHT FOOTBALL
Come cheer on our beloved Seahawks as they take on the San Francisco 49ers. Enjoy spirits and appetizers with the Mainspring team.October 22, 2015
LANGLEY PIE-SLINGING FUNDRAISER
First annual pie-slinging fundraiser to benefit two island charities: Meals on Wheels and Good Cheer Food Bank. Local VIPs will take a “pie-in-the-face,” all in support of raising funds and awareness for these two great causes.August 30, 2015
CHARITY GOLF TOURNAMENT
Benefiting the Matt Griffin YMCA in SeaTacAugust 6, 2015
PANEL SEMINARS
In an effort to be proactive with questions around coordinating tax and estate planning needs, we have arranged two educational panel seminars to be held in June. We will be co-hosting the panel on both dates with two of the top professionals in their industries. Ruth’s Chris Steak HouseWednesday, June 3, 2015, 4:30 – 6 p.m.Wednesday, June 10, 2015, 4:30 – 6 p.m.
OPEN HOUSE – RAYMOND JAMES TEAM IN LANGLEY
We look forward to enjoying your company and introducing you to the Mainspring team. Pair your visit with a culinary shopping experience at the 2nd Street Farmers Market, and delight in a private glass-blowing exhibition, offered solely to our valued clients and their friends.May 29, 2015
3 QUESTIONS TO LEAD YOU TO A QUALITY RETIREMENT
- Who will change my light bulbs?
- How will I get an ice cream cone?
- Who will I have lunch with?
What do these three questions have to do with retirement planning? A lot more than you may think. Find out how the answers to these questions can actually predict how rich and satisfying your retirement years will be.February 24, 2015
