2024 Dates Coming Soon!
Learn what many Americans wish they knew BEFORE filing for Social Security, enrolling in Medicare, and more!
Retirement begins with education. Join us for an educational workshop near you!
Select an on-campus educational workshop below
Medicare 101
The closer you get to age 65, the more you should be thinking about your Medicare-related options. With so many plans to choose from, how do you know which one is right for you?
Social Security & Taxes
Discover why your taxes could be HIGHER in retirement than they are now and why maximizing Social Security is CRITICAL to your retirement success!
Principles of Retirement Planning
During this workshop, attendees get the opportunity to learn techniques and strategies that could help them generate more predictable income, decrease risk, and potentially reduce or eliminate taxes in retirement.
What You Can Expect From Our Workshops
We're all about education. Our goal is to help individuals in or nearing retirement make better decisions about their personal finances and retirement planning. That’s why we offer straightforward and engaging courses on topics of key interest to baby boomers, including:
- Conservative investment strategies in a low-interest rate market
- Maximizing your income in retirement
- Tax-advantaged strategies
- Understanding your Medicare options… and more!
Frequently Asked Questions
Who is FES?
Financial Education Services of Washington is an organization devoted to educating and helping improve the financial literacy of individuals 50 and over who are concerned about their retirement savings and how to ensure a safe and stable future.
Is the course live or pre-recorded?
All of our courses are currently live and in-person. For online options, please give us a call at 425-943-9142.
Who teaches the courses?
Our courses are taught by Certified Senior Advisors and fiduciary National Social Security Advisors with 10+ years of industry knowledge and experience.
What courses do you offer and how do I register?
Will there be any high pressure sales pitches?
Absolutely not. FES is strictly educational. Specific topics such as Medicare eligibility, 401(k)s, IRAs, brokerage accounts, taxes, health care, estate planning, etc. will be covered, but sales pitches of specific financial products will not be given.
I have more questions ...
Let’s get in touch!
P: (425) 943-9142
E: [email protected]
Financial Education Services of Washington (FES) operates under Sound Planning Group, Inc. Sound Planning Group, Inc and SPG Advisors, LLC (SPGA) collectively operate under Sound Planning Group (SPG). Investment advice is offered through SPGA, an SEC registered investment advisor. Sound Planning Group, Inc offers Medicare and insurance products.
SPG and FES are not affiliated with or endorsed by Medicare, the Social Security Administration or any government agency.