Our seminars focus on a variety of unique financial subjects we feel are essential to your overall financial health and well being. We strongly believe that educating our clients is the key to a successful financial future. We give our informational seminars throughout the Seattle and Washington, DC areas. Please check out our site monthly as we will be updating where the location and topic of our next seminars will be. Feel free to contact us at any time if you would like to attend or have any questions.
Please contact us toll free at 1.800.961.6085 for times and specific locations
- Retirement Planning
- Women Wisdom and Wealth
- Financial GPS: Where do we go from here
- College Search and Financing
- Multigenerational Planning
We at Katz Family Financial believe the best investment you can make in your financial future is knowledge. We would like make a few book recommendations that help get you started.
Book Title / Author
- Classics I and II: An Investor’s Anthology / Ellis
- Irrational Exuberance / Shiller
- The Future for Investors / Siegel
- The Innovator’s Dilemma / Christensen
- Free to Choose / Friedman
- What Works on Wall Street / O’Shaughnessy
- Stocks for the Long Run / Siegel