Retirement Education Made Accessible:

Our goal is to help you to make informed decisions about your personal finances and retirement planning. That’s why we offer straightforward and engaging courses on topics of key interest to baby boomers, including conservative investment strategies in an evolving rate market, maximizing your income in retirement, and using tax-advantaged strategies to leave a legacy for loved ones.

Milestone Educators specializes in the education of those ages 59 and up who want to retire with a plan in place. We offer retirement education courses on topics of key interests, including Medicare, Social Security, Tax Planning and Investment Planning.

We’re based in beautiful Kirkland, WA and have been hosting workshops around the greater Seattle area since 1998.