Events
6/06/2023 And 6/12/2023
6PM to 7:15PM
2nd Floor Meeting Room 4424 6th Avenue Tacoma, WA 98406
Navigating Layoffs & Early Retirement
Join this interactive workshop to learn the steps of navigating these life-changing events!
Tax laws and how they could impact your retirement
Retire before 59 1/2 without costly penalties
Annuity vs Lump Sum Distributions, what’s right for you?
Are you ready for the future?
4/15/2023
10:50am-11:45am
Navigating Today’s Economy into Tomorrow’s Retirement
Lion’s Club District 19-C Spring Conference
In this interactive workshop for District 19-C Lions members, we will be discussing the risks each of us face building a solid financial future, and a few strategies we can use to overcome the challenges we’ll face along the way.
6/21/2022
6:00pm-7:00pm
Waterfront Market at Ruston
5101 Yacht Club Road
Ruston, WA 98407
Will Taxes Eat Your Future Income?
Join us for an interactive workshop at the new Ruston market building to learn how to avoid from having taxes take a bite out of your future income. We’ll discuss ways to avoid common tax traps and strategies to increase your take-home pay.
1/21/2021
6:30pm-7:30pm
How to Spoil Your Retirement - a Zoom Event with Our CEO & Pierce County Aging & Disability Resource
Judging by the TV and social media ads, all you need for a successful retirement is a big bank account. Sure, money helps, but retirement is so much more. Even if you have buckets of cash, your retirement can easily go bad unless you know what to watch out for.
A good retirement – and a long, healthy retirement – demands lots of serious work. Whether you’re planning to retire in the next 5-10 years, or if you’ve already made the leap into retirement, attend this fun and fast-paced workshop to learn about how people fail in retirement, and tips on how you can learn from their costly mistakes.
June or July 2021
Summer 2021 Social Security Workshops: Don't Leave Money on The Table
Stay tuned for our new 2021 Summer Social Security Workshops – they’re a great time to meet and mingle (safely) and learn about how to maximize this all-important retirement benefit.
1/21/2021
How to Spoil Your Retirement - a Zoom Event with Our CEO & Pierce County Aging & Disability Resource
Judging by the TV and social media ads, all you need for a successful retirement is a big bank account. Sure, money helps, but retirement is so much more. Even if you have buckets of cash, your retirement can easily go bad unless you know what to watch out for.
A good retirement – and a long, healthy retirement – demands lots of serious work. Whether you’re planning to retire in the next 5-10 years, or if you’ve already made the leap into retirement, attend this fun and fast-paced workshop to learn about how people fail in retirement, and tips on how you can learn from their costly mistakes.
6:30pm-7:30pm
Sign Up Here: https://bit.ly/3o7m5vY
