Investment Meetings

January 16, 2025	Investment Meeting, speaker starts at 12:00 Noon PST In Person meeting with Zoom
March 20, 2025	Investment Meeting, speaker starts at 12:00 Noon PDT Zoom only
May 15, 2025	Investment Meeting, speaker starts at 12:00 Noon PDT In Person meeting with Zoom Presentation from Badgley Phelps Wealth Managers Investing and Planning in an Evolving Environment Presented by Katie Wham biography Ben Duncanson biography
July 17, 2025	Investment Meeting, speaker starts at 12:00 Noon PDT. Lunch will start at 11:35 AM PDT. In Person meeting with Zoom Presentation from Charles Schwab Options, Indexing, and the New Washington law in regards to the amount of allowable tax free income Presented by Stephen Lach biography Also speaking will be Jeff Miner, a wealth advisor
September 18, 2025	Investment Meeting, speaker starts at 12:00 Noon PDT In Person meeting with Zoom
November 18, 2025	Investment Meeting, speaker starts at 12:00 Noon PST In Person meeting with Zoom