Savvy Social Security Planning
Date to be announced
What Baby Boomers Need to Know to Maximize This Million Dollar, Lifetime Benefit
Location: Kennewick Library, 1620 S Union St, Kennewick WA
- Complimentary -- Call to save your spot. Seating is limited to 10. 509-366-0032
The decisions you make can have a tremendous bearing on the total amount of benefits you stand to receive over your
lifetime. By coordinating Social Security with the rest of your retirement income plan, you can pursue the universal dream of a comfortable, worry-free retirement.
At this workshop you will learn important rules and strategies regarding your retirement benefits.
- 5 factors to consider when deciding when to apply for benefits
- When it makes sense to delay benefits – and when it does not
- How spousal, survivor and divorced-spouse benefits work
- Two innovative strategies for coordinating benefits with your spouse
- How to minimize taxes on Social Security benefits and more!
Women's Money Circle
Date: To be announced
Location: Advisor Benefits, 5101 W Clearwater Ave, Kennewick WA 99336
- Complimentary -- Call to save your spot.
Seating is limited to 11. 509-366-0032
Join us in a first ever nationwide Women's Circle extravaganza!
Circles are a way of creating a safe space for women to talk about personal finances.
Simply arranging chairs in a circle, rather than in rows, for a discussion of personal finance is not enough to get women talking about and engaging with a topic they may consider uncomfortable or boring. What’s more important is the absence of hierarchy in the circle. There is no one leader who sets the agenda or determines the outcomes of the discussion, nor is the flow of discussion unilateral, from “expert” to participants. We learn better and we learn more when we learn together.
When women get together and talk about what matters, amazing things happen!
What can women do in a money circle?
•Because you are completely capable of taking control of your money
•Because you are not alone in your money insecurities
•Because we have a method to help you increase your financial confidence
Increase your financial literacy:
•You do not need to know everything about money to accomplish your goals, we will help you learn what you need to know.
•The financial industry has created a confusing web of terms and concepts, but between us girls, you have everything you need once you grasp a few simple concepts.
Why not gather and talk about what’s on our minds and hearts about our money?Seating is limited. Please call to save your spot 509-366-0032. Refreshments will be served.
***** Date to be announced Oct 2015
Financial Planning Day Tri-Cities
Local organizers are planning the following event, Financial Planning Day Tri-Cities, where you’ll be able to meet one-on-one with professional financial planners to discuss your personal finance questions, concerns and interests.
Information will be provided on a pro-bono basis by experts from the Financial Planning Association and highly qualified CERTIFIED FINANCIAL PLANNER™ professionals. There are no strings attached - volunteering financial planners will not pass out business cards, marketing materials or sell products or services. Pre-registration will be required.
You'll be able to seek information and advice on a wide range of topics, including...
GENERAL FINANCIAL PLANNING
Buying a Home - Debt Management
Building a College Fund - Savings Goals
Job Loss and Job Change - Foreclosure Assistance
Change in Marital Status
Investment Strategies - Asset Accumulation
Generating Investment Income
Building a Retirement Fund - 401(k) and 403(b) Plans
INCOME TAX PLANNING
Tax Reduction Strategies
Charitable Contributions - Small Business Taxation
Building an Inheritance - Wills and Trusts
Estate Tax Strategies
Life Insurance Coverage - Disability Insurance
Long-term Care Planning
Managing Health Insurance - Health Savings Accounts