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Educational Workshops
As
a financial planning firm specializing in the area’s associated with
retirement planning and counseling, we offer an array of educational
workshops. These workshops are generic in nature and provide information
on subjects that ultimately help retain assets and maintain lifestyles.
Some of these workshops have been endorsed by large associations, which
include such organizations as AAA and the Oregon Lions Club. Several workshops
are qualified for continuing education credits through the Washington AICPA’s and the Washington State Bar Association members.
Our workshop subjects include the following areas of interest.:
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Surviving Retirement
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Financial Planning
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Investment
Portfolios
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Aging Issues
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Asset Protection
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Estate Planning
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Understanding Annuities
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