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Upcoming Events

Crash-Proof Your Retirement Getting A Proper Financial Education May Be Your Best Investment

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.

Enjoy a complimentary dinner after the presentation with no obligation.
Don’t miss this event if you want to confidently look forward to a financially sound retirement!

Date & Time:
Tuesday – February 10th, 6:00 P.M.

Location:
John Howie Steak
11111 Northeast 8th Street
Bellevue, WA 98004

Host:
Benjamin L. Farrow, MBA
– Retirement Planner/Investment Advisor Representative

Register Now

Date & Time:
Wednesday, February 11th, 6:00 P.M.
Thursday, February 12th, 6:00 P.M.

Location:
Fogo De Chao – Brazilian Steakhouse
18602 Alderwood Mall Parkway, Suite 1110
Lynnwood, WA 98037

Host:
Matthew R. Lybarger, MBA
– Retirement Planner/Investment Advisor Representative

Register Now

Date & Time:
Tuesday, March 3rd, 6:00 P.M.
Thursday, March 5th, 6:00 P.M.

Location:
Anthony’s Homeport Kirkland
135 Lake St. S
Kirkland, WA 98033

Host:
Benjamin J. Koval, MBA, CFP®
– President/Founder

Register Now

Date & Time:
Wednesday, March 4th, 6:00 P.M.
Tuesday, March 10th, 6:00 P.M.

Location:
Vino at The Landing
800 N 10th Pl Ste E
Renton, WA 98057

Host:
Benjamin L. Farrow, MBA
– Retirement Planner/Investment Advisor Representative

Register Now

Date & Time:
Wednesday, March 11th, 6:00 P.M.
Thursday, March 12th, 6:00 P.M.

Location:
Scott’s Bar & Grill
8115 Lake Ballinger Way
Edmonds, WA 98026

Host:
Matthew R. Lybarger, MBA
– Retirement Planner/Investment Advisor Representative

Register Now

“Retirement is a journey, not a destination”

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