12/12/2025
The Pacific Northwest has no shortage of natural beauty, but good retirement education? That’s a little harder to find.
That’s why we exist!
This is where we’ll be teaching the retirement concepts that matter most to people in the Vancouver and Portland areas.
Our sessions are taught by CERTIFIED FINANCIAL PLANNER™ professionals who care about helping retirees make confident, well-informed decisions.
And in 2026, we’re rolling out a full calendar of in-person workshops and community classes across SW Washington.
Topics will include:
• How to build a tax-efficient retirement income plan
• Roth conversions and the year-by-year tax planning
• Social Security timing and survivor benefits
• Investing for retirement
• Estate planning essentials for Washington & Oregon families
• How to avoid the retirement mistakes we see most often.
If you or someone you know wants to retire with more clarity and fewer “I wish I’d known that sooner” moments, follow along here.
Our first event will be at the end of January, so stay tuned!
