Personal Finance   

Learn about the different Medicare options in this FREE seminar! We will discuss Medicare Part A & B as well as Medicare advantage health plans, prescription drug health plans, supplemental insurance and more. We always make time for all your questions. Repeat students welcome!

A Zoom link will be sent to your email on file no less than 24 hours before the start of the course. Please check your spam & junk folders or call us at 206 934 5339 for assistance.

Retirement Strategies 101 is a multiple day, all-inclusive retirement course that is useful for workers at all stages of their career. Regardless of age, you can learn how to create a financial plan that helps you prepare for retirement and make the most of your retirement dollars.

Will you be able to retire early? How long must your money last? What strategies can you use to save money on your taxes? A CFA® Charterholder will answer these and other essential planning questions.

Topics include retirement needs and expenses, social security maximizations, tax strategies, IRA distributions, investments, estate planning, and more! Virtual delivery textbook included.

Social Security Made Clear is a practical class for adults ages 50–65 who want to make confident decisions about when to claim, how to maximize benefits, and what their income will really look like in retirement.

This course brings all the moving pieces of Social Security together so you can stop guessing and start planning with clarity. You’ll learn how small decisions made today can add up to tens of thousands of dollars over your lifetime.

Topics covered include:
•    The $100,000 Decision: When Should YOU Claim Social Security
•    Couples, Exes & Survivors: Maximizing Your Household's Social Security
•    Social Security & Work: What Happens If You Claim Early and Keep Working?
•    Taxes, Medicare & the Hidden Costs of Your Social Security Check
•    Social Security at 50: The 10-Year Game Plan Before You Claim

Designed to be clear, practical, and jargon‑free—no financial expertise required!

A Zoom link will be sent to your email on file no less than 24 hours before the start of the course. Please check your spam & junk folders or call us at 206 934 5339 for assistance.