Purchase a Workbook
Workbooks act as an interactive guide for note-taking, as well as a valuable take-home resource. The workbook is optional.
Frequently Asked Questions
Is it required for me to purchase a workbook?
No, it is not required to attend the class.
What's in the workbook?
The workbook conincides with the flow of the class and provides a take-home resource for you to review. This course covers a lot and we want to to be able to revisit the lessons on your own.
How much does the class cost?
Medicare 101 is provided at no cost. Tax-Advantage Planning is $15 for a single person or $24 for a couple.
Will there be any high-pressure sales pitches?
Absolutely not. Topics such as Medicare eligibility, 401(k)s, IRAs, brokerage accounts, taxes, health care, etc. will be covered, but sales pitches of specific financial products will not be given.
How do I register?
You can register online or call us at (425) 943-9142.
I have more questions. How do I get in touch?
We’d love to connect! Give us a call! Our office hours are open M-F 9:00 am – 5:00 pm PST.