Classes & Workshops

SOCIAL SECURITY PLANNING

  • Understanding todays Social Security
  • Knowing your benefit options
  • How to maximize benefits
  • How to minimize taxation
  • Spousal, ex-Spouse & Survivor Benefits
Reverse-Mortgage.jpg

HOME EQUITY CONVERSION

  • Todays Home Equity Conversion Mortgage
  • Understanding the costs
  • What are the financial benefits?
  • The benefits of being included in a complete plan
DefaultClientPhoto.jpg

INVESTMENT & RETIREMENT PLANNING

  • Will You Outlive Your Retirement Savings?
  • Do Your Investments Suit Your Stage In Life?
  • Minimizing the Effect of Taxes and Inflation.
  • Completely Understand Your Investments and the Associated Risks

CE FOR FINANCIAL ADVISORS

  • Integrating Social Security as Part of Retirement Planning
  • Home Equity Conversion and the Insurance Professional
  • Each qualifies for 2 hours of WA insurance CE credit