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.
- Conservative investment strategies in a low-interest rate market
- Maximizing your income in retirement
- Tax-advantaged strategies
- Understanding your Medicare options… and more!
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.