Upcoming Seminars

Complimentary, no-obligation educational seminars on the topics that matter most in retirement. Join us in person at a location near you.

No seminars on the calendar right now.

New dates are added regularly. Check back soon, or subscribe to the calendar above.

Past Seminars

Springhill Suites
May 21, 2026
Social Security

Bellingham: Social Security Seminar

2:00 PM - 3:00 PM

Springhill Suites, 4040 Northwest Ave, Bellingham, WA 98226

How to potentially increase your Social Security benefits. Attend our Social Security workshop and learn how to maximize your benefits.

Register Free
The Reach Museum
May 21, 2026
Social Security

Richland: Social Security Seminar

2:00 PM - 3:00 PM

The Reach Museum, 1943 Columbia Park Trail, Richland, WA 99352

How to potentially increase your Social Security benefits. Attend our Social Security workshop and learn how to maximize your benefits.

Register Free
Carousel of Dreams
May 15, 2026
Taxes

Kennewick: Taxes in Retirement Seminar

2:00 PM - 3:00 PM

Carousel of Dreams, 2901-F Southridge Blvd, Kennewick, WA 99338

Realize the potential impact taxes have on your retirement income. Join us for an educational seminar covering Taxes in Retirement, including the new tax changes.

Register Free
Pomegranate Bistro
May 14, 2026
Taxes

Redmond: Taxes in Retirement Breakfast Seminar

10:30 AM - 11:30 AM

Pomegranate Bistro, 18005 NE 68th St A 150, Redmond, WA 98052

Your paycheck may stop. Taxes won't.

Register Free
The Reach Museum
April 29, 2026
Estate Planning

Richland: Estate Planning Seminar

2:00 PM - 3:00 PM

The Reach Museum, 1943 Columbia Park Trail, Richland, WA 99352

Discuss sound financial strategies that could help preserve more of your wealth and assets for your heirs and charitable causes.

Register Free
Mercer Island Community Center
April 28, 2026
Taxes

Mercer Island: Taxes in Retirement Seminar

2:00 PM - 3:30 PM

Mercer Island Community Center, 8236 SE 24th St, Mercer Island, WA 98040

Realize the potential impact taxes have on your retirement income. One of the top fears shared among Americans approaching retirement is running out of money.

Register Free

All seminars are complimentary and open to the public. No financial products are sold at these events.
For questions, call 425.558.7000

Most people hope for retirement.We help you build it.

Schedule a complimentary consultation with one of our planners.
No pressure, no obligation - just an honest conversation about your retirement.