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March 2017

Investing 101 – An Overview of Today’s Investment World (Thursday, March 23rd)

March 23 @ 6:30 PM - 8:00 PM
SC Financial Group, 1417 116th Ave NE
Bellevue, WA 98004 United States
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The investment world is full of lingo and concepts that can baffle the best of us.  Come and review some of the classical, as well as newer concepts in investing, as well as a discussion on how to know which strategies best match your life, needs and personal preferences.  A great course, suitable for both seasoned and beginning investors.  

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April 2017

How to Plan for Retirement – Ready or not, here I come! (Thursday, April 6th)

April 6 @ 6:30 PM - 8:00 PM
SC Financial Group, 1417 116th Ave NE
Bellevue, WA 98004 United States
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The best revenge against the inevitable clicking off of time, is to use it to your advantage.  Time can be as precious as any investment you own, when put to your advantage through planning for the stage of life you are in today, and where you want to be tomorrow.  This workshop will address areas, including social security, planning for Medicare and health costs, and other critical issues you should focus on through your 50’s, 60’s, 70’s and beyond.

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Making Your Assets Work for Both Retirement and Legacy – So I can have my cake and eat it too? (Thursday, April 20th)

April 20 @ 6:30 PM - 8:00 PM
SC Financial Group, 1417 116th Ave NE
Bellevue, WA 98004 United States
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You’ve enjoyed a successful career, worked hard and managed your money wisely. Now, as you approach retirement, you’d like to use some of that money to make a difference in the world. With careful planning, it’s possible to fully use your assets and income during your lifetime while also passing assets to others after you’re gone.  Suitable for women of all means – this course will offer ideas for how to get double duty out of your hard earned money. 

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