Upcoming Events

You and a guest are cordially invited to join your local retirement specialist:

• Benjamin L. Farrow, MBA
• Benjamin J. Koval, MBA, CFP^®
• Matthew R. Lybarger, MBA

for a timely informational event for area residents who are retired or preparing to retire. This educational event will reveal proven techniques and strategies to help you preserve your capital, structure income without giving up a growth mindset, decrease your risk exposure and reduce your tax burden.

We will be discussing:

• How changes to Washington State capital gains tax might negatively impact your retirement plans.
• Face the Big Beautiful Bill with Confidence: Develop a proactive tax strategy early to minimize surprises.
• Tariffs and Turbulence are stressful; how can you adapt to the current market landscape?
• Understand how tax law changes could negatively impact your retirement with steps to help mitigate that risk.
• Identify the 3 most important steps to take NOW before the next bear market hits.
• Learn the 5-step process to create a true retirement plan.