Broker Check

Welcome to the informational page for our 29th Annual Client Event, which also marks our second LIVE virtual event! We are mixing it up this year and are eager for you to hear from our knowledgeable panelists. They will be discussing the topics at the top of everyone's minds when they think of this year's economy... inflation, interest rates, politics, and the stock market. As we do every year, we thank you for your support and trust as our team strives to deliver the best possible service for all our clients, present and future. Please browse this page to read about our panelists, our charitable commitment, and to register.

Click this link to register: 2021 Client Economic Outlook Registration


We suggest joining approximately 10-15 minutes prior to the start of the event.

Please note: You will be attending the event as a viewer, just as if you went to the movies. So, rest assured, no need to dress up, you can come as you are! There will be audience participation during the event by using the Question & Answer (Q&A) and polling functions of Zoom. Our panelists will be answering questions live from the Q&A window as time permits. Please feel free to also email any questions or comments ahead of time to info@paulried.com.

As Director of Investments, Adam Jordan, CIMA®, AAMS® is responsible for developing, implementing, and monitoring our client portfolios. This includes designing the overall asset allocation strategies, conducting in-depth market analysis, investment manager due diligence, as well as performing trading activities. Also, as Chief Compliance Officer, Adam carries out supervisory and compliance responsibilities. He joined the firm in 2002. Adam has also been quoted in various industry publications on financial, retirement, and investment topics.


Carl Platou is a wealth management consultant at Capital Group, home of American Funds, covering western and eastern Washington. He has 36 years of investment industry experience and has been with Capital Group for 27 years. Earlier in his career at Capital, he worked as a division manager. Prior to joining Capital, he was a vice president at Franklin Templeton Group. He holds a bachelor’s degree in finance from Eastern Illinois University. Carl is based in Mercer Island, Washington.


As the Senior Advisor Consultant to financial advisory teams in the pacific northwest, K.C. is responsible for high level thought leadership and investment insight. With over 25 years of Industry and investment experience, K.C. works closely with many of the industry’s top advisors on investment implementation and wealth preservation strategies. Invesco is a world leading asset manager with offices in over 20 countries around the world. K.C is a frequent speaker on international and global investing strategies and market outlook. K.C. is a graduate of the University of Montana. He lives in Woodway, Washington with his wife Melody and two boys Max and Jack.


Kevin Laurence is a professional pianist & vocalist with many years of experience performing for weddings, corporate events, birthday parties, and anniversaries. He has honed his skills performing at high-volume, high-end venues and provides an eclectic variety of music for any occasion.

Kevin has also developed a strong presence on social media, including a rapidly growing YouTube channel with over 19,000 subscribers and 4+ million views. His internet popularity even landed him a guest appearance on VH1's "Martha & Snoop's Potluck Dinner Party."

Please check out his official website to sample his music: Kevin Laurence Music

Guest speakers are not registered or affiliated with Cetera.


At Paul R. Ried Financial Group, LLC, our mission is simple; we want to empower each client to focus on what matters most to them, so they can life to the fullest. The COVID-19 pandemic has continued to negatively impact millions of lives, shifting their focus to questions that should have easy answers: Will I be able to pay rent? Is there food on the table? Is my family safe and healthy? As we did for our 2020 Client Economic Outlook Event, we want to strengthen our local community with charitable donations so everyone can get back to living life to the fullest.

These organizations are ones we have established long-term relationships with as they provide critical care, resources, transportation, and smiles - all of which have been in short supply since the pandemic began in 2020. We firmly believe to be involved in the causes and charities that are important to our clients and staff.

  • Auo AngelsAu†o Angels is an all-volunteer ministry committed to meeting the transportation needs for those unable to meet those needs themselves within the BelPres Community and several affiliated nonprofit organizations. This includes low-cost repairs, distribution of donated cars, and mentoring youth about automobile safety and maintenance.

  • Community Health Care of Pierce CountyCommunity Health Care's mission is to "Provide the highest quality health care with compassionate and accessible service for all". No one is denied care due to an inability to pay. Services are provided through Family Medical and Dental Clinics at the Hilltop Regional Health Center in Tacoma as well as clinics in Spanaway, Parkland, and Lakewood.

  • Union Gospel Mission (Seattle, WA): Seattle’s Union Gospel Mission provides emergency care and long-term recovery services to hurting and homeless people in the Greater Seattle Area. Services provided include hot meals, safe shelter, and other essentials to provide for a person's basic needs. Their mission "is to bring the love of Jesus and hope for a new life to our homeless neighbors."

  • Seattle Seafair ClownsThe Seattle Seafair Clowns Organization entertains thousands of people at neighborhood parades and festivals and are an integral part of Seattle’s Seafair Celebration for over 50 years. They are Seattle’s “Year-round Seafair Ambassadors”. They visit nursing homes, hospitals, and care centers throughout the Puget Sound Region. Their travel takes them throughout Washington, Oregon, British Columbia, and Mexico, as well.

We also recently sponsored these other events for three notable organizations:

  • Annual Benefit Golf Tournament - Dove House Advocacy Services (August 27th)
  • Gala & Auction - LifeWire (October 2nd)
  • Aged to Perfection Fundraiser - Eastside Friends of Seniors (November 4th)
    • Tickets are available now! "Join us for a wonderful evening to benefit seniors in our community facing the challenges of aging. The event includes wine tastings from esteemed Northwest wineries, appetizers, a silent auction and the opportunity to support a local nonprofit that helps hundreds of seniors in our community."

For a complete list of our ongoing charitable commitments, please click here.

The charitable entities and/or fundraising opportunities described herein are not endorsed by or affiliated with Cetera Advisor Networks or its affiliates. Our philanthropic interests are personal to us and are not reviewed, sponsored, or approved by Cetera.


Click the above "Register Here" button or this link: 2021 Client Economic Outlook Registration

Share our event! Our 29th Annual Client Event is open to all family and friends. Please feel free to contact those who may have an interest in attending and share this web page so they may complete their own registration. Upon completing the registration, everyone will receive an email confirmation with a unique link to attend the event.

To share, copy and paste the following: https://www.paulried.com/2021-client-economic-outlook

Complete the registration to enter our drawing: Five lucky registrants will be the recipients of a lovely floral arrangement - stay tuned into the end to qualify!

How to Join Our Zoom Event

Our 2021 Client Economic Outlook will include a visual presentation and audience participation, so joining by computer is highly encouraged. For the best quality and experience, we also suggest attending with the largest screen you have available (e.g., a laptop is better than your smartphone). Please refer to the following instructions for guidance and feel free to reach out to Emily Wang if you need further assistance.

We suggest joining 10-15 minutes prior to the start of the event.

Joining by Computer (Recommended)

  • Click the link in your confirmation email. ("Join from a PC, Mac, iPad, iPhone, or Android device.")
  • Your internet browser (e.g., Google Chrome, Firefox, Safari) will open and ask you to launch Zoom.
    • If you do not have Zoom installed, a brief download and installation will occur.
  • Once Zoom opens, you will be prompted to join with computer audio.
  • All sound will play through your computer speakers. A microphone and/or webcam are not required.
  • Congratulations, you're in the event!

Joining by Computer with Phone Audio

  • Click the link in your confirmation email. ("Join from a PC, Mac, iPad, iPhone, or Android device.")
  • Your internet browser (e.g., Google Chrome, Firefox, Safari) will open and ask you to launch Zoom.
    • If you do not have Zoom installed, a brief download and installation will occur.
  • Once Zoom opens, you will be prompted to join with computer audio, you may deny this and join by phone.
  • In your confirmation email, choose a number to call based on your current location. The closer it is to you, the better the sound quality. Here are some popular numbers:
    • Tacoma, WA: 1-253-215-8782
    • San Jose, CA: 1-669-900-6833
    • Houston, TX: 1-346-248-7799
  • Dial the Webinar ID provided in your confirmation followed by #.
  • Dial the Password provided in your confirmation followed by #.
  • Congratulations, you're in the event!

Joining by Phone Only

As a reminder, this event will have a visual presentation and audience participation, so this method is not recommended.

  • In your confirmation email, choose a number to call based on your current location. The closer it is to you, the better the sound quality. Here are some popular numbers:
    • Tacoma, WA: 1-253-215-8782
    • San Jose, CA: 1-669-900-6833
    • Houston, TX: 1-346-248-7799
  • Dial the Webinar ID provided in your confirmation followed by #.
  • Dial the Password provided in your confirmation followed by #.
  • Congratulations, you're in the event!

Help from Zoom

Zoom is a very robust program! Aside from the methods above, you may also join on your other devices, such as a tablet or smartphone, with the Zoom application. As previously mentioned, for the best quality and experience, we suggest attending with the largest screen you have available (e.g., a laptop is better than your smartphone). Here are a few links to assist you in getting set up and testing your connection: