Upcoming Seminars
Complimentary, no-obligation educational seminars on the topics that matter most in retirement. Join us in person at a location near you.
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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.
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.
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.
Past Seminars
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.
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.
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.
All seminars are complimentary and open to the public. No financial products are sold at these events.
For questions, call 425.558.7000
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