Principles of Retirement Planning


Learn how you can develop a plan for retirement that consists of more than just a diversified portfolio.

We hope to see you there!

Reserve Your Spot Today!

Fill out the form or call 425-943-9142 to register.

University of Washington Bothell

Tuesday, October 22nd @ 5:00 pm – 9:00 pm

OR

Saturday, October 26th @ 9:00 am – 1:00 pm


Will there be any sales pitches?

No, this class is designed to be educational. There is an opportunity to schedule a meeting with a financial advisor if you wish.

How long is the class?

This in depth class is four hours with several breaks, including a lunch break. A meal is provided at no cost. Register online to reserve your spot!

Do I need to register?

We ask for advanced registration because there is a limit to the number of people allowed in the classroom. For this class in particular, registration also allows you to receive your choice of meal at class.

Will I get a confirmation email?

Yes, you will receive confirmation and reminder information regarding the class via email and SMS text message. If you don’t see an email in your inbox, please check your spam folder and then call us at 425-943-9142 to confirm your contact information.


To register for this course at Bellevue College, click the link below:

Sound Planning Group, Inc. and SPG Advisors LLC (SPGA) collectively operate under Sound Planning Group (SPG). Investment advisory services are offered through SPGA, an SEC-registered investment advisor. Sound Planning Group, Inc. offers Medicare and insurance products. This presentation is not endorsed or approved by the IRS, Social Security Administration, or any other Government Agency. The information in the class is general in nature about retirement planning. You should consult your tax professional, estate and/or legal counsel for your specific situation.