Medicare 101 – Saturday, May 20th at 1:00pm

We have invited an experienced team at Only Medicare Solutions, to bring you a one hour workshop on the “ins and outs” of enrolling for Medicare, selecting a plan that will be best for you, and answering your questions.

Our presenter, Joe Camden, is an experienced independent broker who has built a long-term relationship with his clients by serving them year over year. Whether you are close to Medicare age or still a few years away, you will greatly benefit from their knowledge and experience with this very important topic.”

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


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. 

The event will be held in our conference room at our office which is located at 1417 116th Ave NE Suite 202, Bellevue WA, 98004 

How to Plan for Retirement – Ready or not, here I come! (Fully Booked)

Susan_5189-150pxThe 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.

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






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



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


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




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.