Are you getting the most of your Medicare? Tuesday, September 26th

Knowing your rights and options, and reviewing them every year is as valuable to your health as it is your wealth. As you move into the retirement years, medical expenses become an ever increasing part of expenses. Understanding all of your choices, and how the Medicare system’s ever changing “moving parts” of premiums, co‐pays, deductibles and prescription formularies work can seem daunting. This workshop, offered by our favorite Medicare certified agent, Karen Nelson will help you to break through the complexity, and achieve the goal of being properly protected, while not overspending.

Following the workshop, for those wish, Karen will provide complimentary individual reviews of your current Medicare plan. To request, please let us know at the time of registration.

About our speaker:

Karen Nelson

Karen has over five years in the Insurance Industry with a strong Focus on Medicare Products. She prides herself with keeping current all certifications and regularly attends trainings/meetings and seminars. She has been a member of the Senior Care Coalition since Oct 2015. Karen is a licensed Life and Disability Producer for the States of WA, OR, ID and FL.

Are you getting the most of your Medicare? Tuesday, August 22nd – Fully Booked

Knowing your rights and options, and reviewing them every year is as valuable to your health as it is your wealth. As you move into the retirement years, medical expenses become an ever increasing part of expenses. Understanding all of your choices, and how the Medicare system’s ever changing “moving parts” of premiums, co‐pays, deductibles and prescription formularies work can seem daunting. This workshop, offered by our favorite Medicare certified agent, Karen Nelson will help you to break through the complexity, and achieve the goal of being properly protected, while not overspending.

Following the workshop, for those wish, Karen will provide complimentary individual reviews of your current Medicare plan. To request, please let us know at the time of registration.

About our speaker:

Karen Nelson

Karen has over five years in the Insurance Industry with a strong Focus on Medicare Products. She prides herself with keeping current all certifications and regularly attends trainings/meetings and seminars. She has been a member of the Senior Care Coalition since Oct 2015. Karen is a licensed Life and Disability Producer for the States of WA, OR, ID and FL.

 

It’s a New Year – How to Prepare Your Investments for a Changing World

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With the New Year upon us, and the elections behind us,  we know that the year ahead will bring us changes in almost every aspect of our economy – taxes, regulation entitlement programs and more.  The short and long term impact of these changes upon the market is unknown, but change is in the air, and no doubt the markets will respond. 

 

This workshop will show you the importance of having a financial plan tailored to your life – to both get you on course, and keep you on course through market volatility and change.  We will demonstrate how a strong plan will guide your investments, and our strategies for helping you grow and protect those investments to reach your goals.  It’s a changing world – come and learn some new, innovative concepts for how you can participate. 

 A full dinner catered by Maggiano’s will be provided, so be sure to bring  your questions, concerns and a good appetite!  Space is limited, so please RSVP for the number of guests you are planning to bring. 

Participants receive a workbook of all materials presented. The workshop is educational and does not present any financial products. Early registration is encouraged.

Register for Upcoming Workshops

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Our Best Tips for Year-End Financial Planning – Thursday December 1st

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With the end of the year fast approaching, it’s time to put your good intentions into action. If you are serious about saving on your taxes, maximizing your year-end returns and achieving your 2016 financial goals, then you must act soon.  Whether you have already retired, or wishing you could – we’ve created a special year-end planning workshop to show you how to keep more of your hard earned investments working for you and your family.

We will present simple, smart strategies that you can take home. This is a great opportunity for people of all ages looking for actionable tips and suggestions, and come away motivated and inspired about your financial future.

Workshop participants will learn how to:

  • Strategies to help your assets last your lifetime
  • Help protect your buying power against inflation
  • Create a tax free income stream in retirement
  • Reduce your tax bill and help preserve your investments by utilizing tax deferral strategies
  • Proactively plan for tax and financial market volatility

Participants receive a workbook of all materials presented. The workshop is educational and does not present any financial products. Early registration is encouraged.

Register for Upcoming Workshops

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Retirementology

retirementologyRetirementology – “Rethinking The American Dream In A New Economy” By Gregory Salsbury, PH.D

The book opens with a sad yet all too familiar story of a man who invested conservatively. For most of his working life he avoided equities during the boom years of the 90’s and early 2000’s because of the risk. He was told that he was missing the boat, until finally he decided to enter the market. He experienced strong gains and then invested more of his portfolio, and then 2008 hit and the market plummeted and he lost a sizable portion of his retirement.

This is a story you and I have heard before. I worked in the retirement planning business many years before the recession, and I hope to work long after the recovery, and these types of stories are why I do what I do. Helping a family ensure and experience their rightful retirement after so many years of hard work is the joy of my work.

This book provides an insightful and necessary look at the new mindset of retirement. Coming to understand that maybe we can’t have it all, and that it is OK. The author combines behavioral finance and retirement planning to create a clear idea of how to succeed in retirement and how to plan the right way. The book is not a sob story, it is entertaining yet sobering and it really explains how we have gotten ourselves into these harmful thinking patterns that hinder our successful retirement.

I recommend this book for readers over 40 who would like to better recognize the current and realistic strategies to plan your retirement.