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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 Medicare workshops, call 1-877-486-2048. 

Medicare 101: Simplify Turning 65 & Choosing the Right Plan

Maximize Social Security Benefits & Reduce Taxes

Principles of Retirement & Investment Planning

School is out for summer! Registrations for fall classes will be available soon.

If you would like to be notified when class dates are announced, please fill out the form below.

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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?

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.