Client Shred Event and BBQ
The Lacey office held a client shredding event on August 21, 2019. Clients were invited to bring old documents and statements that needed to be securely disposed of. We had a LeMay mobile shredding truck on site for clients to drop those documents into and have them destroyed on site. We also invited them to enjoy a BBQ lunch and our advisors, Zale, Todd and Brett grilled the burgers and hot dogs.
3rd Annual Mother's Day Brunch - Spokane
On Thursday, May 9th, our Spokane office was able to celebrate their 3rd Annual Mother's Day Brunch at Masselow's Steakhouse. This year we were able to treat 35 guests to a wonderful morning of food and friendship! Moms and Grandmas were invited and encouraged to bring a friend, to enjoy a delicious brunch and social time. A great time was had by all and endless laughter was heard as all the ladies shared conversation and built new friendships.
Tax Updates Informational Meeting
On Tuesday, February 13, 2018, Zale hosted an informational meeting for his clients regarding the 2017 Tax Cuts and Jobs Act signed into law on December 22, 2017. He had a local CPA, Paul Maloney from Armour and Asssociates, join the meeting to answer questions. It was an evening well spent with great clients getting insightful information to help them plan for the year ahead.
Paint Nite™ Spokane at Terra Blanca Winery and Tasting
Chris Bafus and Keith Radmaker from our Spokane office hosted a client appreciation evening that included wine tasting and painting with Paint Nite™ Spokane at Terra Blanca Winery and Tasting room in Downtown Spokane on December 7. Clients were invited to come taste a selection of wines, enjoy some appetizers and desserts and paint a holiday wreath painting. Everyone had a great evening and we have discovered that there is a little artistic ability in everyone! It was a festive occasion that was enjoyed by all!
School Supply Collection
As part of our Client shred event on August 21, 2019, we asked our clients to bring donations of new school supplies that we will donate to the Boys and Girls Club of Thurston County. They exceeded our expectations with spiral notebooks, glue sticks, pencils, notebook paper, crayons, markers and even backpacks.
Dinner and Music on Kathleen's Deck
Kathleen O'Connor hosted a dinner party on the deck of her newly remodeled home for several of her clients. Everyone had a lovely time enjoying the nearby creek, the beautifil evening and teh delicious tri-tip dinner. Music was played throughout the evening by a local band, "Something Like That", headed by one of Kathleen's client's, John Hanger.