Our team believes it is not only important that we get to know you as a person, but that you get to know us. So we host educational seminars and social events that you and your family are always welcome to attend. We hope you can join us.


Upcoming Events:
MONTHLY COFFEE TALK

Last Friday of every month, 10 A.M.
Burien Branch
112 SW 157th Street
Burien, WA 98166
(206) 433-1700

Please join us on the last Friday of every month for Coffee Talk. There will be a brief market minute and a topic of the month, which will help us to get to know you better and allow us all to share stories about negotiating different aspects of retirement.

Coffee and pastries are on us. Please feel free to bring a friend, but call Relationship Manager Carri Young by the Wednesday prior to the event to let her know you’re attending.


Past Events:

AN AFTERNOON WITH JEFF SAUT

Tuesday, October 2nd
The Westin Hotel
600 Bellevue Way N.E.
Bellevue, WA 98004

“When everyone thinks the same, there’s not much thinking going on.”

Please join us for an afternoon with Jeff Saut, Raymond James Chief Investment Strategist and Managing Director of the Equity Research Department.

Jeff is well known for his insightful and colorful stock market commentary when appearing on various programs on PBS, NPR, CNBC, Bloomberg TV, USA Network and Fox News, as well as various local radio and national television networks.

Lunch will be served. Reservations are required. Please call any Mainspring branch by Wednesday, September 26th, to reserve your spot:

Bellevue 425.274.2429
Burien 206.433.1700
Everett 425.252.1802
Langley 360.341.1415


MOVING IN THE RIGHT DIRECTION

Thursday, June 21st
6 to 8 P.M. Mainspring Wealth Advisors
112 SW 157th Street
Burien, WA 98166

In a continuation of the “8000 Days of Retirement” series, this seminar explores the “Big Decision Phase” of retirement, and what to do with the house.

  • How do those who have already moved feel about retirement communities?
  • What about the kids?
  • What holds us back?
  • How to downsize
  • Steps toward selling
  • Timing your sale

Presented by Tracy and Owen Krueger, (the Krueger Team), Senior Real Estate Specialists at Coldwell Banker Danforth.

Space is limited, so please RSVP to Client Relationship Manager Carri Young at 206.433.1700 or by email at [email protected]

Raymond James is not affiliated with and does not endorse the opinions of Tracy or Owen Krueger, or Coldwell Banker Danforth.

Document Shredding Event

Friday, June 1, 2018 - The 1st annual Document Shredding Event in our Burien location was very successful. We brought in a mobile shredding truck to handle any sensitive documents that our clients needed to have shredded. We also set up a barbecue for hamburgers and hot dogs, along with all of the fixings. Thanks to all of our staff who helped out and our clients who took advantage of the service. We hope to do this again in the future.


Document Shredding Event
Document Shredding Event  Document Shredding Event

The 8000 Days of Retirement and How to Make the Most of Them

There is more to a successful retirement than just money. Join us for a discussion of the four stages of retirement as laid out by the MIT AgeLab.

Wednesday, April 25, 2018
2 to 4 P.M.
Wesley Homes
816 So. 216th Street
Des Moines, WA 98198
Thursday, May 10, 2018
6 to 8 P.M.
Mainspring Wealth Advisors
112 SW 157th Street
Burien, WA 98166

Raymond James is not affiliated with and does not endorse the opinions or services of MIT or AgeLab.

SEAHAWK MONDAY NIGHT FOOTBALL WITH MAINSPRING

Are you ready for some football? Join your friends at Mainspring for Monday Night Football in a 10,000 square foot facility filled with classic and exotic cars. The location boasts two 100-foot big screen projectors. Food and drinks will be provided so just show up, relax, and help us cheer on our beloved Hawks!

Monday, November 7, 2016
Game starts at 5:25 PST, join us any time after 5 pm
Wild About Cars Garage
11200 Kirkland Way, Ste. 200
Kirkland, WA 98033

BUSINESS OWNER BREAKFAST

Join the Advanced Planning Group at Mainspring for a lively discussion among elite business owners. The purpose of this group is to provide a round-table forum for owners of closely-held businesses to communicate with entrepreneurs in similar situations. Owning a business can be a lonely place, and even the most successful entrepreneurs can feel like they are isolated without confidants to share the stresses and strains of their daily lives.
Hosted by Ed Bradley and Brent Soloway
Topic: To be announced
November 15, 2016
8:00 am – 10:00 am
Gateway One Building, 4th Floor Conference Room
11400 SE 8th St., Ste. 410
Bellevue, WA 98004

Raymond James does not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.

TRUSTS 101

Scott Gifford, Estate Planning Attorney, will cover everything that goes into a basic estate plan. First he’ll describe how wills work and what they do, then he’ll discuss the benefits of having a will or estate plan in place versus what can happen if you don’t and the consequences of the probate system. Finally, he’ll talk about how trusts can fit into that framework, as well as look at the pros and cons of living trusts, testamentary trusts, and common scenarios where they are used.

October 19, 2016
6:00 pm
Mainspring Wealth Advisors
112 SW 157th St.
Burien, WA 98166

Raymond James is not affiliated with and does not endorse the opinions or services of Scott Gifford.

UNDERSTANDING THE VALUE OF LONG TERM CARE EXPENSE PLANNING

Hear from Kevin Forman, Regional Marketing Director with Lincoln MoneyGuard, to discover new long term care options and opportunities.

  • What is long term care?
  • What options do you have for long term care planning?
  • What are the next steps?
September 22, 2016
6:00 pm
Mainspring Wealth Advisors
112 SW 157th St
Burien, WA 98166

Raymond James is not affiliated with and does not endorse the opinions or services of Kevin Forman.

BUSINESS OWNER BREAKFAST

Join the Advanced Planning Group at Mainspring for a lively discussion among elite business owners. The purpose of this group is to provide a round-table forum for owners of closely-held businesses to communicate with entrepreneurs in similar situations. Owning a business can be a lonely place, and even the most successful entrepreneurs can feel like they are isolated without confidants to share the stresses and strains of their daily lives.
Hosted by Ed Bradley and Brent Soloway
Topic: The Changing Landscape of Employee Benefits, presented by business owner Rick Joseph of Diamond Benefits Insurance Services
September 15, 2016
8:00 am – 10:00 am
Gateway One Building, 4th Floor Conference Room
11400 SE 8th St., Ste. 410
Bellevue, WA 98004

Raymond James is not affiliated with and does not endorse the opinions or services of Rick Joseph or Diamond Benefits Insurance Services.

2ND ANNUAL PIE-SLINGING FUNDRAISER

We look forward to Island patrons taking a pie-in-the-face for local charities and building on the success of last year’s event. This will be a fun afternoon for the whole family.
Sunday, August 21, 2016
Following the Soup Box Derby
Langley, WA 98260

WHIDBEY ISLAND OPEN HOUSE: PRIVATE CLIENT EVENT

Please join the Mainspring/Raymond James Team in Langley for a drop-in Open House. We’ll have refreshments and hors d’oeuvres, a special visit by Robert and Kiyoko, and a yummy wine and truffle tasting by a local chocolatier.
Friday, July 29, 2016
3-6 pm, at the Mainspring/Raymond James Office
221 2nd St., #5
Langley, WA 98260

YOU OWN A BUSINESS, NOW WHAT?

Join us to learn how to prepare for business succession. Meet a team of professionals that will teach you how to exit your business, create cash flow, and leave a legacy to heirs/charity. Additional topics will touch on:

  • Understanding the big picture of financial planning
  • Learn what your business is really worth
  • To whom, how, and when do you sell (or gift) your business?
  • Selling or gifting; managing income and estate taxes
  • Purchase and Sale documents; do’s and don’ts
  • Don’t forget coordination with your estate plan
  • TAXES, TAXES, TAXES; what is Uncle Sam up to?

Presented by Brent Soloway, ChFC, Financial Planner, Mainspring Wealth Advisors and Andrew Rodgers, Financial Planner, Mainspring Wealth Advisors
July 28, 2016
7:30 am
Discover Burien
427 SW 152nd St.
Burien, WA 98166

BUSINESS OWNER BREAKFAST

Join the Advanced Planning Group at Mainspring for a lively discussion among elite business owners. The purpose of this group is to provide a round-table forum for owners of closely-held businesses to communicate with entrepreneurs in similar situations. Owning a business can be a lonely place, and even the most successful entrepreneurs can feel like they are isolated without confidants to share the stresses and strains of their daily lives.
Hosted by Ed Bradley and Brent Soloway
Topic: Estate Planning, presented by Ryan Montgomery of Montgomery Purdue Blankenship & Austin PLLC
July 21, 2016
8:00 am – 10:00 am
Gateway One Building, 4th Floor Conference Room
11400 SE 8th St., Ste. 410
Bellevue, WA 98004

Raymond James is not affiliated with and does not endorse the opinions or services of Ryan Montgomery or Montgomery Purdue Blankenship & Austin

Aging and Fraud Protection Seminar

Join us for an educational seminar on "Aging and Fraud Protection" presented by FBI Special Agent, Ethan Via, on Wednesday, June 22nd. Two locations to choose from. Please see attached invite. June 22 and June 29, 2016.

Click here to view the article - Aging and Fraud Prevention

Join FBI Special Agent Ethan Via as he presents on this relevant topic.

  • Learn about how common aging frauds are committed
  • How to quickly recognize them
  • What steps you can take to prevent the unthinkable from happening
  • What to do if you are targeted

Raymond James is not affiliated with Ethan Via, Whidbey Bridge, the FBI or the ads listed in this article. Any opinions are those of the presenter and the team at Mainspring Wealth Advisors and not necessarily those of Raymond James. The information has been obtained from sources considered to be reliable, but we do not guarantee that the foregoing material is accurate or complete.

April 20, 2016

Social Security Seminar

You and your friends are invited to a special presentation, “Social Security: Understanding Recent Changes and the Options to Maximize Your Benefits.” Changes made to the system in late 2015 will be discussed, along with other strategies, benefits and options. For a copy of the handout, click here. March 23, 2016

Investor Access Webinar

Investor Access is the online tool for you to review all of your accounts on demand. It can also enrich your overall experience with us by connecting outside investment accounts (such as 401(k) plans, company stock or outside brokerage accounts), bank or credit card accounts, and other assets and liabilities. You can even manually input valuable assets such as real estate, jewelry, collectibles or cars. This will give you and your advisor a more comprehensive picture of where you stand.

Investor Access enables you to “Go Paperless” if you are not already, monitor goals, pay bills or transfer funds (in certain account types), take shareholder actions and more ... from virtually anywhere. February 24, 2016

Seahawk Thursday Night Football

Come cheer on our beloved Seahawks as they take on the San Francisco 49ers. Enjoy spirits and appetizers with the Mainspring team.October 22, 2015

Langley Pie-Slinging Fundraiser

First annual pie-slinging fundraiser to benefit two island charities: Meals on Wheels and Good Cheer Food Bank. Local VIPs will take a “pie-in-the-face,” all in support of raising funds and awareness for these two great causes.August 30, 2015

Charity Golf Tournament

Benefiting the Matt Griffin YMCA in SeaTacAugust 6, 2015

Panel Seminars

In an effort to be proactive with questions around coordinating tax and estate planning needs, we have arranged two educational panel seminars to be held in June. We will be co-hosting the panel on both dates with two of the top professionals in their industries. Ruth’s Chris Steak HouseWednesday, June 3, 2015, 4:30 – 6 p.m.Wednesday, June 10, 2015, 4:30 – 6 p.m.

Open House – Raymond James Team in Langley

We look forward to enjoying your company and introducing you to the Mainspring team. Pair your visit with a culinary shopping experience at the 2nd Street Farmers Market, and delight in a private glass-blowing exhibition, offered solely to our valued clients and their friends. May 29, 2015

3 Questions to Lead You to a Quality Retirement
  • Who will change my light bulbs?
  • How will I get an ice cream cone?
  • Who will I have lunch with?

What do these three questions have to do with retirement planning? A lot more than you may think. Find out how the answers to these questions can actually predict how rich and satisfying your retirement years will be. February 24, 2015