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CB Bain Seal | Dergalis: Financial Strategies Workshop | Tacoma | May 17th...

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Coldwell Banker Bain Tacoma Main

3560 Bridgeport Way West

#2C

Tacoma, WA 98466

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Description

FINANCIAL STRATEGIES WORKSHOP

Instructor: Carl Bailey


Class Schedule & Descriptions:

(12:30pm-1:30pm) Financial Strategies 101

  • Get started on smart financial management by:
  • Setting goals
  • Paying yourself first
  • Keeping emergency reserves
  • Using company retirement plan

(1:45pm-2:45pm) Retirement Plans for Small Business Owners

  • Evaluate different retirement plan options
  • Develop a strategy unique to your business
  • Set up an appropriate plan for your business

(3:00pm-4:00pm) Social Security, Medicare & Long-Term Care

  • Get in-depth information on these topics:
  • What are the alternatives to Medicare?
  • Are there other options to pay for long-term care?
  • Will early retirement really mean less Social Security?



Please Note:

  • If you cannot attend it is very IMPORTANT that you CANCEL your registration! CLICK HERE for step-by-step instructions.
  • A minimum of 12 attendees is required. In the case of a rescheduled class, those registered attendees will be notified.
  • We respectfully ask that brokers, who are sick, consider their fellow colleagues and abstain from attending classes until they are no longer sick.
  • This is a CBBain|Seal event, offered specifically to our CBBain|Seal brokers only.

Thank you!



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Date and Time

Location

Coldwell Banker Bain Tacoma Main

3560 Bridgeport Way West

#2C

Tacoma, WA 98466

View Map

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