Making financial decisions shouldn’t be complicated. Let us help you chart your course.

Select a workshop below

Understanding Medicare 101

The closer you get to age 65, the more you should be thinking about your Medicare-related options. With so many plans to choose from, how do you know which one is right for you?

Social Security & Taxes

Did you know your taxes could be higher in retirement than they are now? Learn how to Maximize Social Security & Minimize Taxes in Retirement.

Principles of Retirement Planning

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

What You Can Expect:

We’re all about education. Our goal is to help individuals in or nearing retirement make better decisions about their personal finances and retirement planning. That’s why we offer straightforward and engaging courses on topics of key interest to baby boomers.

  • Conservative investment strategies
  • Maximizing your income in retirement
  • Tax-advantaged strategies
  • Understanding your Medicare options

… and more!

Frequently Asked Questions

What is Milestone Educators?

Milestone Educators, LLC is an organization dedicated to education and helping individuals 55 and over make the right financial decisions for a stable retirement future.

Are the classes in-person or virtual?

All of our courses are currently live and in-person. For online options, please give us a call at 425-943-9142.

Is there a fee to register?

No, all of our classes are now free to attend for all.

Who teaches the courses?

All courses are taught by instructor and author, David Stryzewksi. He has been teaching these courses at various colleges and universities for more than a decade. David is the CEO of Sound Planning Group, a fiduciary in Kirkland, WA.

Will there be any high-pressure sale pitches?

Absolutely not. Milestone Education is strictly educational. Specific topics such as Medicare eligibility, 401(k)s, IRAs, brokerage accounts, taxes, health care, estate planning, etc. will be covered, but sales pitches of specific financial products will not be given.

I have more questions. How do I get in touch with you?

We’d love to connect! Give us a call! Our office hours are open M-F 9:00 am – 5:00 pm PST.

P: (425) 943-9142

Meet Your Instructor

David Stryzewski is an author, and regular contributor to various news, TV, and media outlets. He is the CEO of Sound Planning Group, Inc (SPG) and founder of SPG Advisors LLC and Sound Tax Planning. He is a mentor to various advisory firms across the country and for more than a decade, David has been guiding and educating retirees as they transition into retirement. David has been featured on several local and national news channels, including Fox Business, Schwab Network, Bloomberg, King5 News, Yahoo! Finance, Forbes, Kiplinger, Inc. Magazine, USA Today, and more.