LIVE Webinar Class: Stress Free Retirement for the Conservative Investor! Stress Free Retirement-How does the conservative investor eliminate the pain and hassles of the Investment landscape! “The quickest way to double your money is to fold it over and put it back in your pocket”-Will Rogers

R.S.V.P (425) 417-9813 Starting on January 1, 2022, Washington State is going to begin deducting a tax from your pay to fund a state sponsored Long Term Care Trust. Through this trust, Washington residents may qualify for limited long term care benefits after paying into it for at least six years. This tax is based […]

(We are repeating this class due to technical issues on August 17th) (Medicare Class to follow at 6PM -requires separate registration) Thursday September 9th   5:15-5:45PM While not certain, the risk of future inflation is real. In fact, we are seeing some of the impacts of inflation today. On the webinar, we will address the effect […]

Enrolling for Medicare or changing your existing coverage can be a confusing, frustrating task. With so many different coverage and supplement options to choose from, it is hard to determine the best option for you and your situation. This workshop is designed to help you better understand Medicare and eliminate the confusion about the options […]

We will take a look at how Fed policy changes impacts investments in stable value funds, bonds, and annuities. We will discuss which investments are expected to generate positive returns and which ones aren’t and whether you should consider them as part of your long-term investment portfolio. YOUR BLN Host is Robert Reichle Presented by […]

Thursday November 4th   6:00-6:45PM  Carolyn Horadan, Chief Investment Officer for South Cove Financial  will be discussing supply chain pressures, labor supply issues and how this is impacting growth and production. We will address the impact of higher prices on a globally diversified portfolio and ways you can best position your portfolio.  YOUR BLN Host is […]

Thursday November 8th   6:00-6:30PM  Important: Part D Prescription drug coverage should be evaluated annually before automatically re-enrolling Review 2022 plan changes using online comparison tool. Prescription drug formularies change each year, so it is important to invest a few minutes to reevaluate your current coverage! We will discuss how to use a personal evaluation tool […]

Tuesday March 8th   6:00-6:30PM 401(K) 403(B) IRA Pension options How and when scan and should you roll over your qualified retirement funds? What can and can’t you do with your non-taxable accounts and old 401(K) plans? Presented by Pacific Financial Solutions YOUR BLN Host is Robert Reichle INSTRUCTORS: Michael Sondheim Michael Sondheim –has more than […]

(Webinar) How many times have you told your loved ones that you don’t want to be a burden and saddle them with a financial mess at the end of your life? It’s a common sentiment. Are your legal documents in order? To register click URL below: https://attendee.gotowebinar.com/register/6460718654693676814 After registering, you will receive a confirmation email containing […]

(Webinar) Fixed Indexed Annuities: Potential Plus Protection. Fixed Index Annuities can help you accumulate money for retirement and provide guaranteed income after you retire. To register click URL below: https://attendee.gotowebinar.com/register/8476602855476868365