About this Event
Plan Today. Protect Tomorrow.
Trusts, Tax, Wealth & Asset Protection Workshop
Building wealth is important. Understanding how to protect it, plan for the future, and pass it on to the next generation is just as essential.
Join us for an in-person educational workshop in Tacoma, Washington, focused on practical strategies for building, protecting, and transferring generational wealth.
Whether you're a family looking to plan ahead, a professional building assets, or a business owner thinking about your legacy, this workshop will introduce you to important financial planning concepts that can help you make more informed decisions about your future.
What You'll Learn
1. Trusts & Trust Funds
Explore the role of trusts and trust funds in financial planning, asset management, and preparing for the transfer of wealth to future generations.
2. Tax Strategies
Learn about tax-planning concepts and considerations that may help you make more informed decisions about your financial future.
3. Asset Protection
Understand key concepts in asset protection and explore approaches to safeguarding assets against potential risks.
4. Wealth Planning
Discover the importance of long-term financial planning, building wealth with purpose, and preparing for the future.
Who Should Attend?
This workshop may be valuable for:
- Families interested in planning for future generations.
- Professionals and business owners who want to protect the assets they have built.
- Individuals interested in trusts, tax planning, and wealth management.
- Anyone who wants to better understand generational wealth planning.
Event Details
Date: Saturday, November 21, 2026
Time: 9:00 AM – 4:00 PM Pacific Time
Venue: Marriott Tacoma Downtown
Address: 1538 Commerce Street, Tacoma, WA 98402, United States
Registration Fee: $50 per ticket
Build. Preserve. Pass On Your Legacy.
Take time to learn about the planning concepts that can help you prepare for tomorrow and make informed decisions about your family's financial future.
Register through Eventbrite to reserve your place at the Trusts, Tax, Wealth & Asset Protection Workshop.
Hosted by Delta Financial & Trust
This workshop is educational in nature. Information presented is not individualized legal, tax, or financial advice. Consult qualified professionals regarding your specific circumstances.
Event venue & nearby stays
Courtyard by Marriott Tacoma Downtown, 1515 Commerce Street, Tacoma, United States
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