Personal Finance and Planning   

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.

Retirement brings new tax challenges and opportunities. This workshop helps retirees and pre-retirees understand how common retirement income sources are taxed and how smart planning can help reduce taxes over time. Learn practical strategies, avoid common mistakes, and gain confidence in managing taxes after you stop working.

This class held at the Puyallup campus.