Christmas House

TFS Advisors 100 2nd Ave S., Suite 300, Edmonds, WA

Thank you to all who contributed to the success of this year’s Christmas House! Each year this wonderful organization strives to make the Christmas holiday brighter for an estimated 8,000 kids by providing free holiday gifts.

Office Hours with TFS Advisors

In our upcoming Office Hours event, we'll be taking questions from clients, colleagues, and friends. Our team is here to support you in all of your financial planning endeavors. Through these monthly office hours events, we'll be here to discuss what's going on in the world of financial planning, and offer any education we can to help you navigate what's keeping you up at night. Can't attend live? Feel free to register, and we will send the recording to everyone after the event concludes! Register here: https://attendee.gotowebinar.com/register/5563723873562823947

Office Hours Q&A: Investing When Interest Rates Are On The Rise

TFS Advisors 100 2nd Ave S., Suite 300, Edmonds, WA

At TFS Advisors, we are proud to serve clients who are interested in investing, and who want to learn more about the “why” behind their portfolio management. In today’s environment where interest rates are on the rise, it can be a confusing time for investors. We’re here to help!

Office Hours: What Is Retirement Coaching?

Join us for our regularly scheduled Office Hours Q&A! In this session, Dale will be going over what retirement coaching is, and how TFS Advisors has incorporated the principles of this program into their client work.