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.

Spend a comfortable evening where we will walk through the basics of estate planning. You will learn what to consider when creating a will, the benefits of trusts in estate planning, how to help reduce taxes on estates and how insurance can help protect your family.

This class is held at the Puyallup campus.

Retirement is a time of transition and one of the biggest decisions many people face is whether their current home still fits their needs, lifestyle, and budget. In this informative workshop we’ll explore why people choose to downsize, the affect selling has on Medicare and taxes, the emotional factors involved, and practical steps to make the process smoother and more intentional.

This class held at the Puyallup campus.

This two-part class will focus on the importance of Medicare, long-term care, and critical illness planning in retirement. While Medicare provides foundational health coverage for retirees over 65, it does not offer comprehensive protection against all medical costs, especially long-term care (LTC) which can have serious consequences or retirement savings and financial security. Early retirement planning is essential for securing peace of mind and one's legacy.

This class 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.