Classes

Passport to Retirement Planning
Jan
20

Passport to Retirement Planning

You will learn:

• Tax Storm: What to expect from the Inflation Reduction Act and government spending

• Managing Risk: Why taxes may be the largest unplanned retirement risk

• RMDs: How to reduce them and understand Roth Conversion opportunities

• Retirement Income: Will you have enough, and the impact on a surviving spouse

• Legacy Planning: Learn tax efficient strategies

• Long-Term Care: Better understand your options to protect your health while also

protecting your wealth

Who Should Attend

Passport to Retirement contains something for everyone. We address financial

issues that pertain to the self-employed as well as employees of corporations and

government agencies. The course is designed to teach you how to build wealth

and align your money with your values to accomplish your goals in life. Whether

you plan to retire 20 years from now or are just recently retired, the information

you learn in this class can deliver rewards throughout your lifetime

Registration is free!

Register by Phone: 425.777.1430

Register by Email: alex@pacificfa.com

View Event →
Passport to Retirement Planning
Jan
22

Passport to Retirement Planning

You will learn:

• Tax Storm: What to expect from the Inflation Reduction Act and government spending

• Managing Risk: Why taxes may be the largest unplanned retirement risk

• RMDs: How to reduce them and understand Roth Conversion opportunities

• Retirement Income: Will you have enough, and the impact on a surviving spouse

• Legacy Planning: Learn tax efficient strategies

• Long-Term Care: Better understand your options to protect your health while also

protecting your wealth

Who Should Attend

Passport to Retirement contains something for everyone. We address financial

issues that pertain to the self-employed as well as employees of corporations and

government agencies. The course is designed to teach you how to build wealth

and align your money with your values to accomplish your goals in life. Whether

you plan to retire 20 years from now or are just recently retired, the information

you learn in this class can deliver rewards throughout your lifetime

Registration is free!

Register by Phone: 425.777.1430

Register by Email: alex@pacificfa.com

View Event →
Passport to Retirement Planning
Feb
10

Passport to Retirement Planning

You will learn:

• Tax Storm: What to expect from the Inflation Reduction Act and government spending

• Managing Risk: Why taxes may be the largest unplanned retirement risk

• RMDs: How to reduce them and understand Roth Conversion opportunities

• Retirement Income: Will you have enough, and the impact on a surviving spouse

• Legacy Planning: Learn tax efficient strategies

• Long-Term Care: Better understand your options to protect your health while also

protecting your wealth

Who Should Attend

Passport to Retirement contains something for everyone. We address financial

issues that pertain to the self-employed as well as employees of corporations and

government agencies. The course is designed to teach you how to build wealth

and align your money with your values to accomplish your goals in life. Whether

you plan to retire 20 years from now or are just recently retired, the information

you learn in this class can deliver rewards throughout your lifetime

Registration is free!

Register by Phone: 425.777.1430

Register by Email: alex@pacificfa.com

View Event →
Passport to Retirement Planning
Feb
12

Passport to Retirement Planning

You will learn:

• Tax Storm: What to expect from the Inflation Reduction Act and government spending

• Managing Risk: Why taxes may be the largest unplanned retirement risk

• RMDs: How to reduce them and understand Roth Conversion opportunities

• Retirement Income: Will you have enough, and the impact on a surviving spouse

• Legacy Planning: Learn tax efficient strategies

• Long-Term Care: Better understand your options to protect your health while also

protecting your wealth

Who Should Attend

Passport to Retirement contains something for everyone. We address financial

issues that pertain to the self-employed as well as employees of corporations and

government agencies. The course is designed to teach you how to build wealth

and align your money with your values to accomplish your goals in life. Whether

you plan to retire 20 years from now or are just recently retired, the information

you learn in this class can deliver rewards throughout your lifetime

Registration is free!

Register by Phone: 425.777.1430

Register by Email: alex@pacificfa.com

View Event →
Grounds for Discussion
Sep
13

Grounds for Discussion

  • Gateway One Fourth Floor Conference Room (map)
  • Google Calendar ICS

This month’s topic is tax-free income in retirement. We will have bagels and coffee and look forward to a great conversation.

To register please call 425.777.1430 or email alex@pacificfa.com. Seats are limited

View Event →
Jul
24

Strategies for a Successful Retirement

Strategies for a Successful Retirement focuses on how you may prepare for a comfortable retirement. This informational class introduces you to concepts and strategies that may help you handle your day-to-day finances, potentially reduce your taxes, and manage your investments. What’s more, it will discuss how you can assess your current financial situation and develop a personalized plan that may help you pursue your retirement goals.

View Event →