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TAKE THE FIRST STEP TOWARD REACHING YOUR

FINANCIAL GOALS

Get the information that can help you live a confident retirement.

ATTEND AN EVENT

Our seminars focus on common financial concerns that individuals and families face in retirement, things like how to prepare for unexpected medical expenses and ways to create income to help support your desired lifestyle.
Attend one of our seminars to learn how addressing these concerns can help you feel more confident about the days ahead.

No events currently scheduled. Check back soon.

Social Security
& Income Planning Workshop

Date:
Wednesday, October 18, 2023 • 6:30 PM PDT

Location:
Pierce County Environmental Services Building
9850 64th Street West

University Place, WA 98467

CLICK HERE TO REGISTER

Social Security
& Income Planning Workshop

Date:
Tuesday, October 24, 2023 • 6:30 PM PDT

Location:
Pierce County Environmental Services Building
9850 64th Street West

University Place, WA 98467

CLICK HERE TO REGISTER

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Schedule a meeting with a member of our team to create your financial strategy today.
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Or give us a call at 253.566.0566.

DISCLOSURES

Daniel Ostlund is an Investment Advisor Representative dba, Ostlund Wealth Advisors LLC
Marie Ostlund is a registered representative of World Equity Group, Inc., member FINRA and SIPC. World Equity Group is neither owned nor controlled by Ostlund Wealth. All securities through World Equity Group.
Investment advisory services are provided through Pinkerton Retirement Specialists, an SEC Registered investment adviser. Pinkerton Retirement Specialists and Ostlund Wealth Advisors LLC are not affiliated.