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Events

Join us for a Complimentary Meal and Educational Workshop.

Since nothing in life is truly free, please accept a delicious dinner in exchange for the most valuable commodity you possess, your time. You are encouraged to bring up to 3 adult guests, including your spouse, to:

Educational Dinner Workshop

Topics Covered:

  • The 7 Common Financial Tools - Suitability for retirement portfolio
  • Risk vs. Safety - Age appropriate decisions for your investments
  • Taxes - Are you paying too much?
  • Social Security Benefits - How to retain more
  • Long-Term Care - Resolving the dilemma
  • Will I Outlive My Money? – How to guarantee your income will last as long as you do

If you have money invested in 401(k)s, IRAs, Annuities, CDs, Stocks, Bonds, Mutual Funds, or any other Retirement Accounts, you do not want to miss this special event!

Seats fill up fast so call today!

Reservations Required and subject to qualification. Recommended for ages 50-79 years old.

 

Upcoming Events

More events are on the way! Check back soon for more information.

Past Events

Legacy Planning

February 25, 2020 6:00p - 7:30p Pacific Standard Time

South Puget Sound Community College - Lacey Campus

A six-step process to start leaving your mark on the next generation

Legacy Planning

February 25, 2020 2:00p - 3:30p Pacific Standard Time

South Puget Sound Community College - Lacey Campus

A six-step process to start leaving your mark on the next generation

Event Registration




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