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Welcome to the Paul R. Ried Financial Group, LLC event page featuring our Client Education Series! Clients, friends, and family are all invited to join in and experience one of the key parts of our exclusive Planning, Education, Advice & Consulting (PEAC™) Program, your Education. We are committed to your ongoing education in the core principals and fundamentals necessary for a successful retirement plan. Please join us every quarter as we take a deeper look into many of the topics that can affect a plan. If you are unable to attend an event live, rest assured that we are planning to record each one.

Skip to: First Quarter  |  Upcoming Events  |  Previous Events  |  How to Join Virtual Events


The Five Estate Planning Questions Everyone Needs to Answer  |  May 21, 2024 at 10:30am PT

Virtual Event  |  Duration: 1 Hour  |  Presented by Paul R. Ried Financial Group, LLC

Estate planning. A stressful, complex topic that feels like it can create more questions than it answers. While each estate plan is unique to the individual, these five questions are at the core of every plan... (1) Why should I plan? (2) Which plan is best for me? (3) Where do my assets go? (4) Who do I put in charge? (5) Should I care about estate taxes?

Tim Kimmel, our Chief Financial Advisor, and Ryan Rehberg, President of Rehberg Law Group, provided insight on how to answer these questions and answered some of YOUR questions with a live Q&A. During their discussion, they discussed important topics such as probate, living trusts, and what it means to be an administrator or trustee.

Meet Your Guest Speaker

Ryan Rehberg is the President of Rehberg Law Group as well as a partner at the firm. Ryan has been with the firm since 1990 and is the son of Founder Hugh W. Rehberg, who established the firm in 1968. Ryan graduated from the University of Washington, where he received a degree in Business Administration. Ryan also holds a Master's degree in Biblical Studies and Sacred Ministry from Multnomah University in Portland, OR. Ryan later completed his legal education through the Washington State Bar Association Law Clerk Program. Ryan is actively involved in the local Rotary Club, Estate Planning Council of Seattle, and CP3 Leadership Leaders.


This material is designed to provide accurate and authoritative information on the subjects covered. It is not, however, intended to provide specific legal, tax, or other professional advice. For specific professional assistance, the services of an appropriate professional should be sought. Neither Cetera Advisor Networks LLC nor any of its representatives may give legal or tax advice.


Protect Your Wealth & Health with Online Security  |  February 27, 2024 at 10:30am PT

Virtual Event  |  Duration: 1 Hour  |  Presented by Paul R. Ried Financial Group, LLC

As the years keep changing, technology does too, enough to make your head spin. Going to a restaurant? Scan a "QR code" for your menu. Time to check out? Skip the cash and instead, "tap to pay" with your card or smartphone. Even new smart refrigerators want internet access to stream music! In this rapidly evolving online world, how do you keep your information safe? Our Chief Financial Advisor, Tim Kimmel, was joined by Tanya Meronk, co-founder of Techretaries, who shared her top tips to keep you and your wealth safe online while also examining a few hack and fraud case studies.

Meet Your Guest Speaker

Tanya Meronk is the co-founder of Techretaries and their Head Techretary®. Tanya’s formal education in film created a need for advertising new projects quickly and easily, first websites for her own projects and then for other people. Web design led her into IT, being the one in the office who knew the "tech stuff." Through late nights and sheer tenacity, Tanya is a self-taught techie who has a knack for seemingly metaphysically healing tech and sometimes even people. Bridging the gap between a person's physical and digital lifestyle is a mission she is fulfilling one client at a time. She cannot live without meditation, espresso, and making her husband and co-founder, Danny Tribble, laugh. She enjoys sharing her cat, Sookie's, attention with Danny.


Thank you for your interest in our Client Education Series. At this time, the education topics for these events are to be determined. There is a wide range to choose from including (but not limited to!) Medicare, Social Security, estate planning, and tax planning. We do our best to keep these events timely and informative. Do you have a specific topic you would like to see discussed? Feel free to email suggestions to info@paulried.com. Save the date and check back here for future updates!

  • 2024 Client Economic Outlook - September 18, 2024
  • Virtual Event - October 29, 2024

Click on the listed links below for information, handouts, and on-demand recordings of all of our previous events:


Many virtual events may include a visual presentation, 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 our office if you need further assistance.

 Click on the corresponding registration link above to register and receive your unique link to join. Save your confirmation email for the day of the event - if you have misplaced your confirmation email, please email Emily Wang and we will be happy to re-send it to you. 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 three 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, many events may have a visual presentation, 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 three 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:



All event guest speakers are not registered or affiliated with Cetera Advisor Networks LLC. Any information provided by them is no way related to Cetera Advisor Networks LLC or its registered representatives.

Please Note:  The information being provided is strictly as a courtesy. When you link to any of the websites provided here, you are leaving this website. We make no representation as to the completeness or accuracy of information provided at these websites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, websites, information or programs made available through this website. When you access one of these websites, you are leaving our website and assume total responsibility and risk for your use of the websites to which you are linking.