About this Event
The Wealth Shift
The market has changed. Rates are higher, affordability is tighter, and many people are wondering the same thing:
What should I actually be doing with my money right now?
Join Chris Hill of West Capital Lending and Jason R. Hensrude, Financial Advisor with Edward Jones, for an intimate evening designed to help you look at your financial picture from a different perspective.
We’ll explore 5 areas that can quietly impact long-term wealth:
Cash Flow & Debt — Is your debt structured intentionally?
Home Equity — You’ve built it. What role should it play in your bigger financial picture?
Tax Drag — Where could taxes be affecting what you actually keep?
Investment Alignment — Are your investments working together toward the same goals?
Retirement & Future Taxes — Are today’s decisions aligned with the retirement you’re working toward?
This isn’t another financial seminar.
We’re keeping the evening conversational, practical and interactive.
You’ll receive a Wealth Shift Scorecard and follow along as we walk through real-world hypothetical scenarios designed to help you identify areas of your own financial picture that may be worth taking a closer look at.
You’ll also have the opportunity to ask questions and connect directly with professionals in mortgage lending and financial services.
What to Expect
Food & Drinks • Networking • Wealth Shift Scorecard • Q&A • Giveaways
We’ll also be giving away Kraken premium tickets and a luxury spa experience.*
Wednesday, October 7 | 5:30 PM
10230 NE Points Drive
Kirkland, WA 98033
Space is intentionally limited to create a smaller, more valuable conversation.
Reserve your seat and bring someone you'd enjoy sharing the evening with.
Educational event only. Information presented is general in nature and is not individualized tax, legal, investment, or mortgage advice. Giveaway terms and eligibility apply.
Event venue & nearby stays
10230 Points Dr NE, 10230 Points Drive Northeast, Kirkland, United States
Concerts, fests, parties, meetups — all the happenings, one place.