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Seminars and Events

An Inside Look at Children's

This quarterly event provides an exclusive opportunity to meet Children's Hospital physician leaders and learn about our world-class pediatric programs. All events are held at Children's Hospital Regional Medical Center. For more information please contact Kim Ottele.

March 6, 2008
12 noon - 1:30 p.m. - Luncheon program
Featured Speaker: Dimitri Christakis, MD
Optimizing Children's Cognitive and Behavioral Development

Preserving your Assets and Family Legacy in Uncertain Times

This complimentary educational seminar offers valuable information on income enhancement, tax savings, risk reduction and tax-free family wealth transfer. You will learn ways to:

  • Increase income for retirement
  • Reduce income taxes
  • Diversify your assets and reduce risk
  • Avoid capital gains tax on the sale of rental property and other appreciated assets
  • Organize your estate to avoid or reduce state and federal death taxes
  • Provide more for your heirs outside of probate
  • Take care of yourself, your family and the causes you care about through tax-exempt trusts

If you are interested in attending any of these seminars, please call (888) 443-6799 to reserve your place. No products will be offered or sold at these free, no-obligation educational events.

Upcoming seminars:

Wednesday, April 9, 2008
Luncheon seminar: 11:30 a.m.
Dinner seminar: 6:30 p.m.
Meridian Valley Country Club
24830 136th Avenue SE
Kent, WA 98042

Advances at Children's Luncheon and Golf Outing for Professional Advisors

This is your opportunity to meet other professional advisors involved in the areas of charitable and estate planning. During the luncheon program, you will learn about current happenings at the hospital and you will enjoy an inspiring presentation from a Children's Hospital physician. The golf tournament will begin immediately following the luncheon program.

When: Wednesday, October 6, 2008

Where: Sand Point Country Club, Seattle, WA

Program Highlights:

  • Morning tour of the hospital (optional)
  • Pre-luncheon networking reception
  • Luncheon program
  • Complimentary golf tournament (optional)
  • Post-golf reception and refreshments

Invitations will be mailed in August. If you would like to be added to our invitation list, please contact Kim Ottele at (206) 987-6827 or email.