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Upcoming Events

FROM VALUES TO VALUE:

Date: March 14

Time: 10AM- 12PM

Place: The Denny Bldg- 2200 Sixth Ave, Seattle

Brunch Provided

RSVP: Barbara Boren (206) 441-6884 or

Debby Lacy (206) 709-3948

Planning An Income For Life

Date: March 21

Time: 10-11:30 AM

Place: Bellevue Place Center- 800 Bellevue Way

Suite 400

RSVP: Barbara Boren (206) 441-6884

Please let me know if you'd like me to speak on one of the following topics to your group or organization:

Retirement Planning
Sustainable & Responsible Investing
Planning An Income For Life
Women & Money
Senior Money Matters

From time to time I offer small, informal events on topics such as:

Please let me know if you'd like to attend an event or if you'd like me to speak on one of these topics for your group.

Investments through KMS Financial Services, Inc member SIPC and FINRA

Please note: This communication is strictly intended for individuals residing in the states of Washington and California. No offers may be made or accepted from any resident outside of Washigton or California.

Important Consumer Information: A broker/dealer, investment advisor, or IA rep may only transact business in a state if first registered, or is excluded or exempt from state broker/dealer, investment advisor, BD agent, or IA registration requirements, as appropriate. Follow-up, individualized responses to persons in a state by such a firm or individual that either involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements, or an applicable exemption or exclusion. For information concerning the licensing status or disciplinary history of a broker/dealer, investment advisor, BD agent, or IA rep, a consumer should ontact his or her state securities law adminsitrator.