Guiding your small business back to the basics in wealth management in these troubled financial, mortgage and real estate markets.

All three hosts are experienced in the money management, mortgage and real estate industries and will each take about 20 minutes and tell you the small business owner and entrepreneur, (employees are welcome as well), what you can do to manage your wealth in these volatile times. Please join us for a discussion on these topics. You'll have an opportunity to introduce yourself and your business to one other before we start, and we'll finish up with some open conversation and networking. There will be plenty of time to ask individual questions as well. Please feel free to bring a bag lunch.

Money Management

Will help develop a realistic overview of how to set and reach financial goals as well as an orientation to the various elements of building one's financial house.

Mortgage Industry

Will be discussing what impact the current credit "crunch" has had on the mortgage industry and what mortgage opportunities are available today.

Real Estate Industry

Will be discussing the current state of our local real estate market and long term projections as to whether investing in real estate still makes sense in today's market.

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  Posted by Rob Young, Bellevue, Washington | Nov 03, 2008

  This event will be what we have been looking for to understand and discuss what is going with my investments and economy. Thank you.
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  Posted by Allen Cooper, Bothell, Washington | Dec 08, 2008

  Larry, Rob and Tom, I was really looking forward to this event. Unfortunately my partners and I are going to be in a meeting at that exact time. If you have another in the future I would like to attend. Have a great event, Allen
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  Posted by Ila Barlean, Bellevue, Washington | Dec 10, 2008

  Looking to keep in the loop of this industry and to see how the companies are assisting the reps in managing their stress during these times to keep the reveues up.
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  Posted by Gina Opacki, Tacoma, Washington | Dec 12, 2008

  I am having a scheduling conflict. If you are having this again please let m know. - Gina