Milestone Educators and Sound Planning Group (SPG) are not affiliated with, endorsed by, or acting on behalf of the Centers for Medicare & Medicaid Services, Bellevue College, the University of Washington Bothell, or any other government agency.

 

Milestone Educators is a separate LLC owned by SPG Advisors, LLC (SPGA). SPG offers Medicare and insurance products and operates together with SPGA, an SEC-registered firm, that offers investment advisory services. Registration with the SEC does not imply a certain level of skill or training but indicates that the firm is subject to SEC oversight.

 

Workshops such as Medicare 101 and Social Security & Taxes are educational events. No plan-specific benefits, individualized recommendations, or personal financial details will be discussed.

 

Any information provided during the workshop or in associated materials (including invitations) is for informational purposes only. It does not take into account specific investment objectives, financial situations, or individual needs. It is not intended as a solicitation or recommendation for any investment, tax, or health management strategy. The content should not be used as the sole basis for financial decisions and does not constitute advice tailored to your individual circumstances. The information presented is not a guarantee of future success, is subject to change, and should not be the foundation for financial, tax, or health management decisions. 

 

The views and opinions expressed by the presenter(s) are solely their own and do not necessarily reflect those of SPG or SPGA.

 

Appointments offered in connection with the workshop are optional opportunities to discuss individual financial needs. No purchase is required, and participation does not guarantee specific financial outcomes or establish an advisory relationship. Attendees are encouraged to consult a qualified professional before making financial decisions.

 

For persons with special needs attending the workshop, please call our office at (425) 943-9142 or TTY 711 / (425) 943-9142.