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Events
Many Jarvis Financial clients start their relationship with the firm at one of our regularly-scheduled education sessions. Not a sales pitch - these sessions are thoughtfully designed to provide clients and friends with actionable information and decision-making tools.
Presentations usually begin with a general economic update and end with a question and answer session.
To learn more or to register for an event, please phone Cindy Jarvis at (253) 838-9703.
Upcoming Events
Real Estate Investments
September 16, 2010, 6:30 pm
Jonathan Stickney from CNL will be here to give us an update on the CNL investments and answer your questions about commercial real estate. Please join us for 90 minutes of discussion on this topic. Register by emailing Cindy@JarvisFinancial.com.
Location
The Community Room at Jarvis Financial
33308 13th Place So.
Federal Way, WA 98003
Real Estate Investments
September 21, 2010, 6:30 pm
Keith Howey from Wells Real Estate will be here to give us an update on the Wells investments and answer your questions about commercial real estate. Please join us for 90 minutes of discussion on this topic. Register by emailing Cindy@JarvisFinancial.com.
Location
The Community Room at Jarvis Financial
33308 13th Place So.
Federal Way, WA 98003
Advanced IRA Strategies for CPA's
September 22, 2010, 12:00 noon
CPA continuing education - Providing accurate and timely IRA advice to your current and future clients. Join us for this 2 hour session. RSVP to Cindy@JarvisFinancial.com or call 253.838.9703.
Location
The Community Room at Jarvis Financial
33308 13th Place So.
Federal Way, WA 98003
Medicaid & Long Term Care
October 21, 2010, 6:30 pm
Medicaid and Long Term Care Planning. Maintaining your dignity and independence, despite a debilitating chronic illness. Please join us for 90 minutes of discussion on this topic. Register by emailing Cindy@JarvisFinancial.com. This class will also be held Saturday, October 23rd.
Location
The Community Room at Jarvis Financial
33308 13th Place So.
Federal Way, WA 98003
Medicaid & Long Term Care
October 23, 2010, 9:00 am
Medicaid and Long Term Care Planning. Maintaining your dignity and independence, despite a debilitating chronic illness. Please join us for 90 minutes of discussion on this topic. Register by emailing Cindy@JarvisFinancial.com. This class will also be held Thursday, October 21st.
Location
The Community Room at Jarvis Financial
33308 13th Place So.
Federal Way, WA 98003
Tax Strategies
November 18, 2010, 6:30 pm
Year End Tax Strategies including Roth IRA Conversions. Tax rates will go up next year. Things we can do this year to minimize the impact. Please join us for 90 minutes of discussion on this topic. Register by emailing Cindy@JarvisFinancial.com. This class will also be held Saturday, November 20th.
Location
The Community Room at Jarvis Financial
33308 13th Place So.
Federal Way, WA 98003
Tax Strategies
November 20, 2010, 9:00 am
Year End Tax Strategies including Roth IRA Conversions. Tax rates will go up next year. Things we can do this year to minimize the impact. Please join us for 90 minutes of discussion on this topic. Register by emailing Cindy@JarvisFinancial.com. This class will also be held Thursday, November 18th.
Location
The Community Room at Jarvis Financial
33308 13th Place So.
Federal Way, WA 98003
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