Classes


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

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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.

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