Session 1: Wednesday, November 5th 6:30 PM - 8:30 PM
Creating Your Vision and Goals for Your Retirement Years – Susan Carter, Managing Partner, SC Financial Group, LLC
Explore how to “bring the best and shed the rest” in planning your life for your retirement years. By the end of this first session participants will have a clear idea of their values and priorities for the use of their passions, talents, time and money
Session 2: Wednesday, November 12th 6:30 PM - 8:30 PM
Creating Your Legal Plan –Madeline Gauthier, Washington Estate, Probate and Tax Attorney, Gauthier & Associates
Learn about the legal tools available to allow you to maintain independence and control over personal and health care decisions as well as over financial decisions.
Session 3: Wednesday, November 19th 6:30 PM - 8:30 PM
Strategies for Funding: Changing Dreams into Real Life –Shane Cloninger & Susan Carter, Managing Partners, SC Financial Group, LLC
Topics will include the key principles in developing a sound financial strategy while accumulating retirement assets, and distribution strategies for creating and managing your income stream throughout your retirement years.
All three sessions will be held at:
The Village Bellevue
121 106th Avenue NE
Bellevue, WA
Dinner and parking will be provided
These sessions are purely educational, and are intended to provide you with a means to identify and prioritize the preparatory work you’ll need to achieve the retirement you desire. In exchange, we ask that you RSVP only if you intend to attend all three sessions. Please RSVP to SC Financial Group at (425) 451-2950 or by e-mail to srcarter@ae.cadaretgrant.com.
Strategies for Funding: Changing Dreams into Real Life –Shane Cloninger & Susan Carter, Managing Partners, SC Financial Group, LLC
Topics will include the key principles in developing a sound financial strategy while accumulating retirement assets, and distribution strategies for creating and managing your income stream throughout your retirement years.
All three sessions will be held at:
The Village Bellevue
121 106th Avenue NE
Bellevue, WA
Dinner and parking will be provided
These sessions are purely educational, and are intended to provide you with a means to identify and prioritize the preparatory work you’ll need to achieve the retirement you desire. In exchange, we ask that you RSVP only if you intend to attend all three sessions. Please RSVP to SC Financial Group at (425) 451-2950 or by e-mail to srcarter@ae.cadaretgrant.com.
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