Madrona Financial Services

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I am an accredited investor.**

**To be an accredited investor, an individual must have had earned income that exceeded $200,000 (or $300,000 together with a spouse) in each of the prior two years and “reasonably expects the same for the current year,” according to the SEC.Or, the individual must have a net worth of more than $1 million, either alone or together with a spouse. With the passage of the Dodd-Frank Act, this now excludes a primary residence as being eligible as part of an investor’s net worth (investors who had existing accredited investments but who now fail the net-worth test without their residence being valued were grandfathered).

The Madrona Investor Education Series: A New Way To Get Informed

Be Our Guest At One of Our
Free Lunch and Learn Events:

RETIREMENT INVESTING:
Redmond Tues., Oct. 24th | 12pm – 2pm
Matt’s Rotisserie and Oyster House
7325 166th Ave NE Suite F210
Redmond, WA 98052

INVESTING FOR GEN X’ERS:
Bellevue Wed., Oct. 25th | 12pm – 2pm
El Gaucho
450 108th Ave NE
Bellevue, WA 98004

REAL ESTATE INVESTING:
Seattle Thurs., Oct. 26th | 12pm – 2pm
Chandler’s Crabhouse
901 Fairview Avenue N
Seattle, WA 98109

Click To Learn More

The Madrona Investor Education Series has made it easy to learn about the investment topics that matter most to you. To register for our FREE Lunch and Learn Events choose the investment topic you want to learn more about and select the location most convenient for you. It’s that easy!

Choose Your Topic:

Retirement Investing

  • Tax Strategies – KEEP More of What You Have
  • Legacy Building – A PLAN For Your Loved Ones
  • Investment Management –Strategically balance GROWTH OPPORTUNITIES with individual risk tolerance 
  • Retirement Solutions – SECURITY & Income PROTECTION Strategies

Investing for Gen X’ers

  • How To Finance College Expenses With Tax Free Earnings
  • Tax Smart Growth and Accumulation Strategies
  • Debt and Money Management – Should You Pay Off Your Mortgage or Take Advantage of Low Interest Rates
  • Term or Indexed Universal Life – Life Insurance Strategies To Consider When You Are Younger Than 55

Real Estate Investing

  • How to own shares of major commercial real estate properties that are currently producing income
  • How to receive passive income from real estate without all of the work of active property management
  • How to satisfy the 1031 exchange requirement and potentially defer the taxes associated with selling appreciated property
  • How to utilize a DST as part of your estate plan and provide a hands-off easily divisible asset to your heirs. With a tax advantage “stepped up basis”

Meet Your Speaker

Brian Evans is the President and Chief Investment Officer of Madrona Financial Services and nationally published author, speaker, and regular guest speaker on CNBC’s Closing Bell, New Day Northwest on Seattle’s King-5, and Fox Business News.

You can also hear Brian each week as host of the Growing Your Wealth Radio Show on KTTH 770 AM, KRKO 1380 AM, and KVI 570 AM.

I'D LIKE TO ATTEND A MADRONA EDUCATIONAL EVENT

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Find out what The Bundle can mean to your retirement
and call Madrona Financial today for a free review.

844 MADRONA

Madrona Financial Services

Investments | Retirement | Taxes | Legacy

*To be an accredited investor, an individual must have had earned income that exceeded $200,000 (or $300,000 together with a spouse) in each of the prior two years and “reasonably expects the same for the current year,” according to the SEC.

Or, the individual must have a net worth of more than $1 million, either alone or together with a spouse. With the passage of the Dodd-Frank Act, this now excludes a primary residence as being eligible as part of an investor’s net worth (investors who had existing accredited investments but who now fail the net-worth test without their residence being valued were grandfathered).

It’s important to all of us at Madrona Financial to keep our friends and clients informed. Our purpose is to continue to let you know what’s on our mind relating to the world of investing and retirement in an easy and fun format. If for any reason you would like to be removed from this list, kindly click on “Safe Unsubscribe” below.

Madrona Financial Services, LLC, is an investment advisor registered with the U.S. Securities and Exchange Commission. Our registration with the SEC or with any state securities authority does not imply a certain level of skill or training. Advisory services are only provided after receipt of disclosure documents and execution of an advisory agreement. The information, suggestions, and recommendations included in this material is for informational purposes only and cannot be relied upon for any financial, legal or insurance purposes. Insurance products are offered through Madrona Insurance Services, LLC, a licensed insurance agency and affiliate of Madrona Financial Services. When we refer to preparation and filing of tax returns, tax returns are prepared and filed by our wholly-owned sister company Bauer Evans, Inc. P.S., a licensed certified public accounting firm. DST investments are only available to accredited investors and are offered solely through the issuers offering documents. The DST sponsor determines whether to accept any individual’s subscription documents.

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