In-Person Educational Workshops
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 a low-interest rate market, maximizing your income in retirement, and using tax-advantaged strategies to leave a legacy for loved ones. Please note: Registration is required. Guests are welcome.
For accommodations of persons with special needs at Medicare workshops, call 1-877-486-2048.
Coming Soon: 2025 Workshop Schedule!
Coming Soon: 2025 Workshop Schedule!
- 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.
- 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.
- 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!
University of Washington Bothell
South Parking Garage, Campus Way NE, Bothell, WA 98011
2025 Workshop Schedule Coming Soon!
Bellevue College
Bellevue College, N Building, Room 201, Coal Creek Rd, Bellevue, WA 98007
2025 Workshop Schedule Coming Soon!
Future Workshops
Our 2025 Workshop schedule is in the works! Fill out the form to be notified of future workshop dates.
Notify me of Future Workshops
This form is placed when classes are over for a location. This is to be used to collect interested prospects and/or clients who want to be invited to class.
Events Calendar
- There are no upcoming events.
- There are no upcoming events.
- There are no upcoming events.
Latest Past Events
Principles of Retirement Planning
UW Bothell 18115 Campus Way NE, BothellHosted at UW Bothell - Meal Provided!
Principles of Retirement Planning
UW Bothell 18115 Campus Way NE, BothellHosted at UW Bothell - Meal Provided!
Social Security & Taxes
UW Bothell 18115 Campus Way NE, BothellHosted at UW Bothell. Register online: myspg.com/workshops
For accommodations of persons with special needs at Medicare workshops, call 1-877-486-2048.
Our Medicare workshops provide educational information that is followed by an opportunity for you to discuss your questions with a licensed Medicare agent. For accommodations of persons with special needs at workshops, call 1-877-486-2048. Sound Planning Group contracts with multiple major carriers in the marketplace that we feel bring value to our Medicare planning process. Sound Planning Group does not offer every plan in your area. Currently we represent 7 organizations which offer 68 products in your area. Please contact medicare.gov, 1-800-MEDICARE or your local State Health Insurance Program (SHIP) to get information on all of your options. Milestone Educators and SPG are not affiliated with or endorsed by the Social Security Administration, Medicare, or any other government agency. Investment services are offered through SPGA. SPG, Inc. offers Medicare and insurance products. They operate under “SPG”.
Rather Meet One-on-One?
Schedule a meeting with a member of our team to create your financial strategy today.