Trusts, Tax, Wealth & Asset Protection Workshop | Tacoma, WA

Join us in Tacoma for a practical workshop on trusts, tax strategies, asset protection, and wealth planning. Plan Today. Protect Tomorrow.Trusts, Tax, Wealth & Asset Protection Workshop Building wealth is important. Understanding how to protect it, plan for the future, and pass it on to the next generation is just as essential. Join us for an in-person educational workshop in Tacoma, Washington, focused on practical strategies for building, protecting, and transferring generational wealth. Whether you're a family looking to plan ahead, a professional building assets, or a business owner thinking about your legacy, this workshop will introduce you to important financial planning concepts that can help you make more informed decisions about your future. What You'll Learn 1. Trusts & Trust Funds Explore the role of trusts and trust funds in financial planning, asset management, and preparing for the transfer of wealth to future generations. 2. Tax Strategies Learn about tax-planning concepts and considerations that may help you make more informed decisions about your financial future. 3. Asset Protection Understand key concepts in asset protection and explore approaches to safeguarding assets against potential risks. 4. Wealth Planning Discover the importance of long-term financial planning, building wealth with purpose, and preparing for the future. Who Should Attend? This workshop may be valuable for: • Families interested in planning for future generations. • Professionals and business owners who want to protect the assets they have built. • Individuals interested in trusts, tax planning, and wealth management. • Anyone who wants to better understand generational wealth planning. Event Details Date: Saturday, November 21, 2026 Time: 9:00 AM – 4:00 PM Pacific Time Venue: Marriott Tacoma Downtown Address: 1538 Commerce Street, Tacoma, WA 98402, United States Registration Fee: $50 per ticket Build. Preserve. Pass On Your Legacy. Take time to learn about the planning concepts that can help you prepare for tomorrow and make informed decisions about your family's financial future. Register through Eventbrite to reserve your place at the Trusts, Tax, Wealth & Asset Protection Workshop. Hosted by Delta Financial & Trust This workshop is educational in nature. Information presented is not individualized legal, tax, or financial advice. Consult qualified professionals regarding your specific circumstances.