In-Person Educational Workshops
SPG’s retirement planning workshops offer practical tools and expert insights for anyone preparing for retirement in Washington State. From understanding investment risk to creating sustainable income strategies, each workshop provides actionable guidance from advisors who put your best interest first. With sessions available throughout the year in Kirkland and surrounding communities, SPG makes it easy to stay informed and make proactive decisions about your financial future.
We offer straightforward and engaging courses on topics of key interest to baby boomers, including conservative investment strategies, 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.
- 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 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.
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.
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Future Workshops
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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
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Latest Past Events
Social Security & Taxes
UW Bothell 18115 Campus Way NE, BothellLearn more: myspg.com/workshops
Social Security & Taxes
UW Bothell 18115 Campus Way NE, BothellRegister online: myspg.com/workshops
Medicare 101
UW Bothell 18115 Campus Way NE, BothellRegister online: myspg.com/workshops
At SPG, we offer educational retirement planning workshops designed to help individuals and families across Kirkland and the Greater Seattle area make informed financial decisions. Led by our team of fiduciary advisors, these workshops cover essential topics including retirement income planning, Social Security strategies, tax-efficient withdrawals, and long-term wealth management. Whether you’re nearing retirement or already enjoying it, our workshops give you the clarity, confidence, and guidance you need to plan for the future.
Rather Meet One-on-One?
Schedule a meeting with a member of our team to create your financial strategy today.