Educational Workshops

Join us for an educational workshop at UW Bothell and/or at Everett Community College.

Our mission is to increase financial literacy amongst American adults by developing straight-forward and engaging content that will help you make informed decisions as they relate to your retirement and personal finances.

Our courses address topics that are at the forefront of baby-boomers minds including: conservative investment strategies in a low-interest market, developing a financial plan incorporating your goals and fears, maximizing your income in retirement, and using tax-advantaged strategies to leave a lasting legacy to the next generation.


Medicare 101:

  • Tuesday, January 28, 2020 from 6:30 pm – 8 pm
  • Saturday, February 1, 2020 from 9:30 am – 11:00 am

Social Security & Taxes:

  • Tuesday, February 4, 2020 from 6:30 pm – 9 pm
  • Saturday, February 8, 2020 from 9:30 am – 12:00 pm

Investing in the 21st Century:

  • Saturday, February 15, 2020 from 9:00 am – 1:00 pm
  • Saturday, February 22, 2020 from 9:00 am – 1:00 pm


PRP 11-16-19


M101 logo

When it comes to Medicare, you have choices. Knowing how to navigate these choices and identify which programs are most suitable to your physicians, prescriptions, and the care you desire can be an overwhelming task.

By the end of class you will be able to answer all of the following questions (that each person should be able to answer for themselves):
• What do I need to do before enrolling in Medicare?
• What if I have health coverage at work and don’t want to retire yet?
• What are Medicare Parts A, B, C and D?
• What are the differences between Medicare Supplement and Advantage plans?
• Many physicians will not accept Medicare…how do I find a plan that will work with my doctors?
• Are my prescriptions covered? What is the “Donut Hole?”
• Do I have deadlines to enroll?

SST Logo

The Social Security & Taxes course will provide you with much needed information to help you understand the system, coordinate spousal and survivor benefits, minimize taxes, and maximize personal benefits. Plus, it explains strategies designed to accomplish common objectives such as tax efficient withdrawals, lifestyle preservation and providing a legacy.

The materials cover the history of Social Security, how to qualify for benefits, spousal benefits, widow & widower benefits, taxation of benefits, working while you receive benefits, issues involved in claiming benefits early, and strategies to maximize your benefits while developing an income stream in retirement. You will learn information that will help you decide when to claim your Social Security benefits.

RTR Logo

The materials cover varied aspects of conservative retirement planning, such as changes in planning paradigms, history of markets, impact of bear markets, retirement budgeting, aspects of financial decisions, and more. Students will increase their awareness of the overall risk in the markets as well as possible asset allocation models to help manage exposure to risk. While this course also covers income planning and making appropriate financial decisions, it is not designed to give specific solutions to individual needs.

Workshop Registration