Join us for an educational workshop!
Understand Your Medicare Options & Costs
Strategies to Creating a Forward-Looking Tax Plan
Learn How to Maximize Your Retirement Plan
The closer you get to age 60, the more you should be thinking about your retirement-related options and the necessary steps you need to take. Don't wait until it's too late!
IMPORTANT ANNOUNCEMENT: We are committed to maintaining a safe and clean environment for our team and guests and will continue to monitor CDC guidelines. Stay tuned for updates in the event in-person classes are switch to online classes. Your health and safety are our top priority.
Attend an Educational Workshop!
Click on the thumbnails below to register!
Social Security & Taxes
Learn how special claiming strategies may significantly increase your total benefit and reduce your taxes in retirement!
Principles of Retirement Planning
You will learn techniques and strategies to help you preserve your capital, generate more predictable income, decrease your risk, and potentially reduce or eliminate taxes on your retirement assets.
On-Demand Webinars
Retirement & Taxes Today
Learn how to avoid losses from the market and paying more taxes after age 55.
Ready to Retire
We will teach you about our proprietary 7-step approach to creating a plan that you can count on to be there for you when you need it most.
COVID-19: FINANCIAL RISKS
How do you build what could have to be a 30-year retirement plan? Learn more!
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 a non-profit 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.
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.
Questions? Let’s get in touch!
P: (425) 943-9142 | E: Info@Financial-Education-Services.org