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
Discover why your taxes could be HIGHER in retirement than they are now and why maximizing Social Security is CRITICAL to your retirement success!
Principles of Retirement Planning
Attendees get the opportunity to learn techniques and strategies that could help them generate more predictable income, decrease risk, and potentially reduce or eliminate taxes in retirement.
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 in a low-interest rate market
- 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?
Our Medicare 101 courses are free and our Social Security & Taxes courses are $15. All guest registrations are complimentary.
To register for the Principles of Retirement Planning course, please give us a call.
Who teaches the courses?
Our courses are taught by Certified Senior Advisors and fiduciary National Social Security Advisors with 10+ years of industry knowledge and experience. See below for more information on the course instructor!
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, CSA, NSSA 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. He was named the “Advisor of the Year” by the Society of National Social Security Advisors based on his knowledge of Social Security, wealth management, and retirement planning. David has been featured on several local and national news channels, including Fox Business, TD Ameritrade Network, King5 News, Yahoo! Finance, Forbes, Kiplinger, Inc. Magazine, USA Today, and more.