Personal Finance and Planning   

This informative workshop is designed to help you learn how to handle your 401(k), pension or other employer-sponsored retirement plan when you leave a job. Topics include: The most common distribution options; How to avoid having the IRS withhold 20% of your retirement distribution; How taxes, penalties and investment options factor into your decision. Plenty of time for questions and answers.

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!**

This course is designed to dig deeper into the estate planning process. We will discuss the more complex issues that arise when dealing with estates. Bring your questions and concerns so we can help discuss your options!

This class is held at the Puyallup campus.