In celebration of this season and with deep appreciation of our relationship with you, we extend this invitation to an elegant Christmas brunch as our gift to you. We look forward to your presence and would be delighted to accommodate any guests that you would like to bring. Friday, December 12th, 2014 7:00 AM – […]
Join Devin Wolf, CFP® in partnership with the Northwest Washington Estate Planning Council and local charities this May for two free Estate Planning Seminars. The two events will be held May 7th and 14th, 2014 from 4:30 PM – 6:45 PM at the Squalicum Boathouse (2600 Harbor Loop, Bellingham, WA). Charities include: American Red Cross Bellingham Technical College […]
Devin Wolf, CFP® will be teaching three finance classes at Whatcom Community College for the Winter ’14 Quarter. If you or anyone you know would benefit from these classes definitely pass the information along! Class 1: Social Security Made Simple Whatcom Community College Thursday Feb. 6 6:30-8:30 pm Deciding how and when to claim Social […]
