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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 workshops, call our office at (425) 943-9142 OR TTY 711-425-943-9142.

REGISTER FOR CLASSES

Medicare 101: Simplify Turning 65 & Choosing the Right Plan

  • 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.

Tax-Advantage Planning Strategy

  • 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 & Investment Planning

  • 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!

Our Medicare workshops provide educational information that is followed by an opportunity for you to discuss your questions with a licensed Medicare agent. The educational event is separate from any investment advisory services mentioned on this site. Participation in the event does not constitute an endorsement or solicitation for other services.

Bellevue College, N Building, Room 201, Coal Creek Rd, Bellevue, WA 98007

You will receive an email confirmation of your registration by the end of the day!

For accommodations of persons with special needs at workshops, call our office at (425) 943-9142

or TTY 711-425-943-9142.

BC - Workshop Registration

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Medicare 101

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Medicare 101

Rather Meet One-on-One?

Rather Meet One-on-One?

Schedule a meeting with a member of our team to create your financial strategy today.

Or give us a call at 425.821.9442.