- Our expertise
Retirement Education Made Accessible
Our goal is to help you to make informed decisions about your personal finances and retirement planning. That’s why we offer straightforward and engaging courses on topics of key interest to baby boomers, including conservative investment strategies in an evolving rate market, maximizing your income in retirement, and using tax-advantaged strategies to leave a legacy for loved ones.
Milestone Educators specializes in the education of those ages 59 and up who want to retire with a plan in place. We offer retirement education courses on topics of key interests, including Medicare, Social Security, Tax Planning and Investment Planning.
We’re based in beautiful Kirkland, WA and have been hosting workshops around the greater Seattle area since 1998.
- Our hopes for you:
Education
Because with a solid foundation, you can make informed decisions for your financial future.
Clarity
When you can clearly see your financial options that align them with your goals, it can lead to meaningful results.
Confidence
So that when markets become uncertain, you can trust your decisions and stick to your strategies.
Control
When you take charge of your retirement planning, you can adapt to changes so that your plan stays on track to meet your long-term goals.
Actionable Insights
We hope you walk away with ideas that will change the way you think about your retirement.
Our Workshops
This course simplifies the often complex world of Medicare. It guides participants through Medicare eligibility, enrollment processes, and how to select the right plan based on their unique needs. Attendees gain clarity about Medicare Parts A, B, C, and D, learn how to avoid penalties, and discover the impact of employer-provided coverage. This class prepares near-retirees to confidently manage healthcare decisions while minimizing costs in retirement.
This course focuses on tax diversification and tax-advantage planning. Plus strategies designed to accomplish common objectives such as inflation protection, tax-efficient withdrawals, lifestyle preservation and more!
Retirement is more than just saving—it’s about creating a lasting plan. This course dives deep into strategies such as conservative investing, crafting tax-advantaged plans, and developing a sustainable retirement income. Participants leave with actionable ideas to build a financial roadmap that supports their desired lifestyle.
Start your Education Journey Today.
Join us for an educational workshop near you.
Register online or give us a call.
(425) 943 – 9142