We hope you can join us for our upcoming events
Topics presented include Estate Planning, Social Security, Long Term Care Insurance, Retirement Income, Investing and so much more!
Find an event that is suited for you and register. Invite a friend to join you. Check back often for new events or join our email list so you can be first to hear when the next event is posted.
We look forward to seeing you.
Upcoming Events
A Happy Retirement Celebration for Jenny Roberts!
If you are a client, friend, or family of Jennifer Roberts, LPL Financial Advisor, this event is for you!
We hope you can join is in celebrating a retirement well deserved! Come, meet the Consilium Team and join us in the evening festivities of food and conversation. Share your best wishes for Jenny and Gary as they move into the next phase of their lives. Bring your tips for the best vacation spots and special getaway locations to share with Jenny as she sails off into retirement.
Learn More and Reserve Your Spot
Past Events
Caring for the Caregiver – Navigating the Caregiving Journey
We hope you can join us!
Did you know that 7 out of 10 people that make it to age 65 will need some kind of long-term care in the future? Planning early can help alleviate stress and ease emotional and financial burdens that surround a future care need. Not just for you, but for those who care about you.
Join us at the Bellingham Golf and country Club for this panel Q&A event. Have dinner with us, learn about these important topics, ask the experts your questions and be better prepared for your future!
Savvy Women Smart Investors
If you are a Woman in our community, this event is for you!
Empowering Women in Our Community: An evening filled with inspiration and learning about financial challenges unique to women. Knowledge is the key to getting ahead in life!
Bring a friend and join us for a fun evening of wine and appetizers and an inspiring discussion led by successful women in finance.
Client Appreciation Event
If you are a Consilium Financial Client, this event is for you!
As a thank you for your business, we are hosting a Client Appreciation Event at Bellewood Farm and Distillery! Join us for an evening of food, conversation, and a tour of the distillery. We are so grateful you are our clients!
Educators at the Ballpark
If you are an Educator, this event is for you!
Join us for an evening out filled with Bellingham Bells Baseball and a Hempler's BBQ dinner. Take advantage of this opportunity to be social and learn how you can save more to bridge the gap between you and the retirement of your dreams.
Let’s Talk Retirement – Things You Need To Know!
If you are 45 or older, this event is for you!
This event was enjoyed by all who attended and covered topics including: What you need to know about Social Security, How important is Estate Planning, Do I really need to plan for Long Term Care and how we can help you successfully host The Family Meeting. Want to learn more? Email us - info@consilium-financial.com
