Tax-Advantage Planning Workshop

An Advanced Approach To Reducing Taxes & Maximizing Benefits

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Your financial future depends on informed decision-making, especially around Social Security benefits. Some retirees unknowingly lose hundreds of thousands of dollars due to poor planning. By joining our class, you’ll gain the insights needed to understand your benefits and plan your retirement income effectively.

  • Topics We'll Cover:
How to coordinate your retirement income and Social Security in a tax efficient manner.
How your pocket may be affected. A head-to-head comparison of taxes in 2024 vs. 2025.
Tailored Strategies for Couples, Divorced Individuals, and Widows
What the election results could mean for you and your taxes moving forward
How to calculate your required amount and its tax liability.
What’s changed – tax brackets, standard deductions, personal deductions, SALT deductions, mortgage interest and more.

If your plan does NOT give you Confidence, Clarity, & Control ... NOW IS THE TIME to get your plan in place!

Click Here to Register
  • Bellevue College
  • Tuesday, February 4th from 6:30 – 9:00 pm
  • Saturday, February 8th from 9:00 am – 11:30 am
  • UW Bothell

Class schedule will be available in February.

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Leave with the knowledge to make confident, forward-thinking choices for your financial future.

Reserve your seat today and take a first step toward retirement clarity!

Register For Workshop:

Purchase a Workbook

Workbooks act as an interactive guide for note-taking, as well as a valuable take-home resource.

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  • Have you attended all of our courses?

Retirement Education at Your Hands

Medicare 101

Gain clarity on the complex Medicare system. Learn about the A, B, C’s (and D) of Medicare and recognize your options when it comes times to enroll.

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Principles of Retirement Planning

Gain insights about conservative investment strategies, maximizing retirement income, and leveraging tax-advantaged savings with your income.

Learn More

Frequently Asked Questions

Key insights into our seminars.

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.

How do I register?

You can register online or call us at (425) 943-9142.

Do you have virtual seminars?

All of our courses are currently live and in-person. 

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 much does the class cost?

All of our classes are free to attend.

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.

 

P: (425) 943-9142

Sound Planning Group, Inc offers Medicare and insurance products and operates together with SPG Advisors LLC (SPGA), an SEC registered firm, that offers investment advisory services. Registration with the SEC does not imply a certain level of skill or training but indicates that it is subject to SEC oversight. Milestone Educators and SPG are not affiliated with or endorsed by any government agency.