Personal Finance and Planning   

Have you ever wondered how you can set your child up for lifelong financial security? Could there be a way to build tax-free wealth while also providing protection? Presented by Voss Insurance Group, this workshop explores how an Indexed Universal Life (IUL) Policy can be a powerful tool for securing a child’s future. How does an IUL policy accumulate cash value over time, and what makes it a tax-advantaged strategy? In what ways can it be used to help fund major life milestones, such as college tuition, buying a home, or supplementing retirement? How can parents and grandparents use IUL to build generational wealth and ensure long-term financial security? Find out!

This class is held at the Puyallup campus.

How do you enroll in Medicare? What do Parts A, B, C, and D cover? We will discuss the different parts of Medicare and what they do, explain the differences between Medigap and Medicare Advantage, how to choose a secondary plan that fits your needs, and most importantly how to help counteract the rising cost of prescriptions. Please join us for a no-pressure Q and A session that will simplify your Medicare plan options. Veterans, Medicare and Medicaid recipients, all ages welcome.

This class is held at the Puyallup campus.

Start your New Year with the best resolution—learning how to put your will, final papers, and end-of-life information in order.  Topics include important documents to have on file, helpful information for loved ones, and ideas for leaving a lasting memory.  A checklist to follow and a resource list will be provided.

Hover over the instructor’s name to the left to see profile information.

**This class is taught virtually which means the course is conducted via Zoom. It's fun and easy! No account or password required. Just click your assigned link to connect with your instructor and their virtual classroom. Please note that the link will be emailed to you a day or two before the start of your class. Sometimes these emails end up in your SPAM or JUNK MAIL folder so be sure to check those!**

Hover over the instructor’s name to the left to see profile information. 

This class is held at the Puyallup campus.

Spring into action and plan for your future. Learn how to put your Will, final papers, and end-of-life information in order.  Topics include important documents to have on file, helpful information for loved ones, and ideas for leaving a lasting memory. A checklist to follow and a resource list will be provided.

Hover over the instructor’s name to the left to see profile information.

**This class is taught virtually which means the course is conducted via Zoom. It's fun and easy! No account or password required. Just click your assigned link to connect with your instructor and their virtual classroom. Please note that the link will be emailed to you a day or two before the start of your class. Sometimes these emails end up in your SPAM or JUNK MAIL folder so be sure to check those!**

Ready to retire but not sure where to start? The transition from work to retirement can be overwhelming. If you are looking for a simple and easy guide, this course is for you! We will explore the four key areas affecting retirement: health care, long-term care, life insurance, and income planning. We’ll provide the education and direction needed to stay on track with your retirement goals and what to look for as you adjust your insurance needs. This course is ideal for individuals looking to retire within 6-12 months.

This class is held at the Puyallup campus.