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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
Estate Planning
February 21, 2012, 6:00 pm
One of our favorite attorneys, Laurel Backman-Riddle, will discuss, in plain English, the how, what, and why of each of the following documents:
· Wills
· Trusts
· Power of Attorney for Health Care
· Durable General Power of Attorney
· Directive to Physician
· Community Property Agreement
· Revocable Living Trusts
Laurel will explain how these documents will help you in various scenarios such as disability or death.
Bringing your current estate (legal) documents will allow you to follow along and have a better understanding of the topics being discussed.
Because no financial plan is complete without proper estate/legal documents, we invite you to join us for an educational discussion on this important topic.
You are welcome bring a friend who could also benefit from this valuable information.
Be sure to RSVP to Cindy@JarvisFinancial.com or 253-838-9703
Location
The Community Room at Jarvis Financial
33308 13th Place So.
Federal Way, WA 98003
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