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You will receive a confirmation email with event details by the end of the day. If you have any questions, please give us a call at (425) 943-9142. We can’t wait to see you!
Other Classes You May Be Interested In:
Medicare 101 Course
Take the guess work out of Medicare.
- A 1.5 hour class where you will learn when & how to enroll CORRECTLY to avoid penalties.
- Understand the A, B, C’s (and D) of Medicare.
- Know the difference between Original Medicare vs. Medicare Advantage.
- Recognize your options when it comes to choosing a drug plan or supplementing Medicare.
- Acquire knowledge of how your current or former employer healthcare coverage can relate to Medicare… and more!
- Free to attend for you and a guest – PLUS bonus workbook included.
Social Security & Taxes Course
Discover why taxes could be higher in retirement than they are now
- A 2.5 hour class where you will learn how your Social Security system applies to retirement planning.
- Learn about when and how you can claim your benefits.
- Discover how you can reduce hidden risks and exposure to your assets.
- Learn how you could utilize tax legislation to reduce your taxes.
- Understand when and how your income can increase your taxes…and more!
- Free to attend for you and a guest – PLUS bonus workbook included.
Principles of Retirement Planning Course
Learn how you can develop a plan for retirement that consists of more than just a diversified portfolio.
- A four hour class where you will learn techniques and strategies that could help you preserve your capital through retirement.
- Learn how you could create more predictable income, decrease your risk, or reduce or eliminate taxes on your retirement assets.
- Registration is free but we recommend attending Social Security and Taxes as a prerequisite to this course.
- Meal included!