🛡️📈 Planning is Protecting: Protecting Your Wealth and Legacy 📈🛡️
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Join us for an informative and empowering afternoon focused on financial confidence, estate planning, and protecting the future you’ve worked hard to build.
Event Highlights:
💼 Insights on wealth management and long-term financial planning
⚖️ Estate planning guidance from experienced legal professionals
🏡 Strategies to help protect your assets and legacy
📚 Helpful education on taxes, investments, and future planning
❓ Opportunity to ask questions and gain clarity for the road ahead
Featured Speakers:
👩💼 Anna Fanning – Wealth Manager, G5 Financial Group
👩⚖️ Johanna Martinez, J.D. – Associate Attorney, Cap City Law
Whether you’re beginning to plan ahead or reviewing your current plans, this educational event is designed to help you make informed decisions with confidence and peace of mind.
📞 Space is limited. RSVP by Monday, June 22nd: (360) 209-6977
📍 700 Black Lake Blvd SW | Olympia, WA 98502
🌐 CapitalPlaceRetirement.com
Plan today to help protect tomorrow. ✨
Event Highlights:
💼 Insights on wealth management and long-term financial planning
⚖️ Estate planning guidance from experienced legal professionals
🏡 Strategies to help protect your assets and legacy
📚 Helpful education on taxes, investments, and future planning
❓ Opportunity to ask questions and gain clarity for the road ahead
Featured Speakers:
👩💼 Anna Fanning – Wealth Manager, G5 Financial Group
👩⚖️ Johanna Martinez, J.D. – Associate Attorney, Cap City Law
Whether you’re beginning to plan ahead or reviewing your current plans, this educational event is designed to help you make informed decisions with confidence and peace of mind.
📞 Space is limited. RSVP by Monday, June 22nd: (360) 209-6977
📍 700 Black Lake Blvd SW | Olympia, WA 98502
🌐 CapitalPlaceRetirement.com
Plan today to help protect tomorrow. ✨
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Where is it happening?
700 Black Lake Boulevard SW Olympia, WA 98502, Olympia, WA, United States, Washington
Event Location & Nearby Stays:
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Host or PublisherCapital Place Independent Senior & Retirement Living Community
