YOU ARE INVITED!

COMPLIMENTARY DINNER & FINANCIAL FREEDOM SEMINAR

Balanced Investment Company warmly invites you and a guest to a private complementary dinner at Anthony's HomePort in Kirkland.

If your goals include growing your income and ensuring your peace of mind for retirement, this seminar is designed for you.

Balanced Investment Company has a century of combined experience in retirement planning, corporate benefits, and estate strategies, and provide clarity and simplicity in the financial planning process to their clients.

Allow us to support you in staying true to what truly matters to you: your family, your passions, your long-term peace of mind.

Please register in advance

Monday, October 6, 2025 | 5PM PST - FULL

Tuesday, October 7, 2025 | 5PM PST - FULL

*Please arrive by 4:45pm.

Anthony's HomePort Kirkland
135 Lake St S
Kirkland, WA 98033

SEMINAR HIGHLIGHTS

Retirement Income Planning

Can you retire with confidence by building a goals-based plan that supports your timeline and lifestyle?
How can you secure your retirement income with our three investment approaches?
Healthcare is expensive: Learn how to manage the risk of high healthcare costs in retirement
Optimize Social Security timing to unlock your highest lifetime value. When is the best year to begin your benefit?
Secure your legacy with smart distribution plans throughout the duration of your retirement

Investment Management

Increase your returns and reduce costs by strategically repositioning your investments
Learn how to incorporate individual securities to reduce your internal expenses and increase your total returns
Discover ESG investments (Environmental, Social, and Governance) to grow your wealth while aligning with companies and values that matter to you

Tax Management

Coordinate the distribution of pension income, Social Security benefits, and retirement investment distributions to minimize taxes
Lower your tax burden with smart IRA and Roth conversion strategies
Understand the benefits not only of asset allocation, but also asset location
Explore tax-harvesting methods to reduce capital gains and preserve long-term growth

Corporate Benefits Optimization

Maximize your savings by choosing the right mix of before-tax, after-tax, and Roth contributions
Grow your retirement accounts with new investment strategies tailored for your 401(k), 403(b), and government retirement plans

HEAR FROM YOUR SPEAKERS:

Suresh Basnet, MBA

Founder, Portfolio Manager,

Registered Investment Advisor

Dave Sullwold, CFP®

Certified Financial Planner®

Kelli Soll, MPA

Director of Operations

Dr. Dave Knutson, Ph. D., ChFC

Chartered Financial Consultant, Vice President of Strategy

Bring your spouse or partner to this complementary dinner seminar offering insights for both of you!

Monday, October 6, 2025 | 5:00 PM PST | Anthony's HomePort Kirkland - FULL
Email Kelli at ed@balancedinvest.com to join the wait list.

- or -

Tuesday, October 7, 2025 | 5:00 PM PST | Anthony's HomePort Kirkland - FULL
*Email Kelli at ed@balancedinvest.com to join the wait list.

Greetings!

With over hundred years of combined experience along with educating over one thousand investors, we have discovered certain human behaviors, investment strategies, return patterns that have produced better results than traditional cookie cutter asset allocation solutions. We’ll walk you through real case studies to illustrate how our method works effectively and efficiently for many successful professionals.

We are enthusiastic to share our insights with you. You will learn at least 10 different strategies that will impact your money growth, stress reduction, joy and peace of mind.

Our philosophy is that we ‘eat our own cooking,’ meaning that we would give you the same fiduciary advice that we would give to our own family members.

We cordially invite you and your guest to join this educational seminar that will bring new insights in your money growth. Our approach is simple: we are not successful unless you are successful!

We are looking forward to sharing our stories, addressing your questions, and enjoying our time together!

Best Regards,
Suresh Basnet

About Balanced Investment Company

Our company is comprised of a team of specialists, drawing on nearly one hundred years of combined experience. Our areas of expertise range from Corporate Benefits and Retirement Income Planning, to Estate Planning Strategies so that you have the right experts working for you to maximize your potential.

We have built our practice with people like you in mind to bring clarity, strategic thinking, and simplicity in the planning process: then, you can stay focused on what is important to you in life and enjoy the experiences along the way.

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