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.

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.

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.