Take the first step toward reaching yourFinancial Goals


Get the information that can help you live a confident retirement.

Now offering live & on-demand webinars!

Attend an Educational Workshop

Our goal is to help you to make better informed decisions about your personal finances and retirement planning. That’s why we offer straightforward and engaging courses on topics of key interest to baby boomers, including: conservative investment strategies in a low interest rate market, maximizing your income in retirement, and using tax-advantaged strategies to leave a legacy for loved ones.

Live and On-Demand Webinar Workshops:

All webinars are free to attend. Click on the images to register today!

Upcoming In-Person Workshops:

All in-person workshops have been postponed until further notice. Check back soon for upcoming events!

Check out two of our most popular seminars:

Medicare 101

Medicare 101

This workshop can help you navigate the many decisions of Medicare, such as which programs are most suitable to your physicians, prescriptions and level of health care you desire.

By the end of this class, you will be able to answer the following questions for yourself:

  • What do I need to do before enrolling in Medicare?
  • What if I have health coverage at work and don’t want to retire yet?
  • What are the differences between Medicare Supplement and Advantage plans?
  • Many physicians will not accept Medicare; how do I find a plan that will work with my doctors?

Are my prescriptions covered? What is the “donut hole?”

Social Security
& Taxes

Social Security <br>& Taxes

This course will help you decide when to claim Social Security, as well as how to coordinate spousal and survivor benefits, minimize taxes and work while you take Social Security.

You also will learn how to:

  • Qualify for benefits
  • Make tax-efficient withdrawals
  • Maximize benefits while developing an income stream in retirement
  • And much more!

Rather Meet One-on-One?

Rather Meet One-on-One?

Schedule a meeting with a member of our team to create your financial strategy today.

Or give us a call at 425.821.9442.