Retirement Education Workshops
Milestone Educators provides comprehensive workshops designed specifically for individuals 50 and older who are planning for retirement. These free, in-person classes cover critical financial topics to help participants make informed decisions about their futures. Here’s a closer look at the three courses offered:
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.
- Locations
We host workshops at colleges and universities around the greater Seattle area. Check out our class calendar to see where we’re heading next.
- Have questions? Reach out!