FREE Financial Wellness Seminar Schedule 2023

SnoCope's Award Winning Financial Wellness Program is available to SnoCope members, our employer groups and the surrounding community. 

Our seminars are held virtually (via Go ToWebinar), so you can attend through your computer or mobile device. 

Here’s how you can to take advantage of these FREE Financial Literacy events.

• To self-register, click on the "Click here" next to each title below.  Both sessions are the same content, just pick a time that works better for you.
• Or you may contact Tracey Johnson. Phone: 425-405-9983 / Email: Tracey@SnoCope.org.
  • Be sure to provide the name of the seminar you wish to attend, the date, your name, your email & your phone.
  • We ask for an RSVP so we can send you an email invite to self-register. 

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Tax Planning Changes Through Four Stages of Retirement

Wednesday, March 15, 2023

To self-register for the 10AM Session click here.

To self-register for the 12PM Session click here. 

Do you know how tax strategy changes through the four stages of retirement? It’s harder than you think and it needs careful preparation. Find out how!

Retirees often don’t understand how taxes work in retirement. But they’re keenly concerned about the size of their tax bill each year. Learn what’s involved in creating a retirement tax strategy.  In retirement, your tax rate may vary widely over the years based on the timing and order in which you use different sources of money to pay for your living expenses. You want to apply the tax code in an organized and efficient way.

You need a retirement tax strategy that will:
• Identify the types of taxes you will face at various stages
• Address how taxes impact Social Security and Medicare
• Plan when to tap different accounts so you don’t overpay taxes.

Attend this complimentary workshop and you will learn:
• The critical tax question you must answer BEFORE retirement
• The surprises that often make retirement more expensive
• What the Social Security “tax trap” is and how you can avoid it
• Why tapping assets in the wrong order can trigger higher Medicarepremiums
• Why you need to manage taxes even before you retire
• The four stages of retirement and important tax actions in each stage,including tricky IRA challenges
• Mistakes to avoid when it comes to your investment portfolio, healthcare and estate

Wednesday, March 15, 2023

To self-register for the 10AM Session click here.

To self-register for the 12PM Session click here. 

Financial Wellness:  Social Security

Wednesday, April 19, 2023

To self-register for the 10AM Session click here.

To self-register for the 12PM Session click here. 

Transitioning to Medicare

Wednesday, May 17, 2023

To self-register for the 10AM Session click here.

To self-register for the 12PM Session click here. 

Becoming a Homeowner

June 13 10:30 AM or June 23 5:30 PM

Homeownership starts well before the contracts are signed—preparation is one of the keys to a smooth home buying process. This session covers all major pre-purchase topics such as budgeting, the down payment, credit reports, debt-to-income ratios, and the mortgage lending process..

To self-register: click here.

Washington State PERS Retirement Planning

Wednesday, June 14, 2023

To self-register for the 10AM Session click here.

To self-register for the 12PM Session click here. 

Healthcare in Retirement

•    Long-term care services 
•    Advanced directives 
•    Paying for healthcare in retirement 
•    Health insurance plans

Wednesday, July 19, 2023

To self-register for the 10AM Session click here.

To self-register for the 12PM Session click here. 

Financial Wellness: Preparing for Retirement

If you are trying to figure out how to retire and wondering how much money you will need for retirement, or when the right time to retire really is --- this seminar is for you. Often, retirement questions include our loved ones with whom we share our retirement income and our concerns about the greatest risks to our retirement. Learn how to invest for retirement and gain more control of your future plans.

• How do I want to retire?
• How much money will I need to retire?
• When is the right time to retire?
• Who do I share my retirement income with?
• What are the greatest risks to my retirement?
• How do I invest for retirement?

Wednesday, August 16, 2023

To self-register for the 10AM Session click here.

To self-register for the 12PM Session click here. 

Understanding Life Insurance

•    How much life insurance do I need? 
•    What type of life insurance should I buy? 
•    Life insurance options/benefits

Wednesday, September 20, 2023

To self-register for the 10AM Session click here.

To self-register for the 12PM Session click here. 

Savvy Social Security Planning

What everyone needs to know to make the most of their social security retirement income. Whether you are a Baby Boomer or Generation X or Y, or a Millennial... you will find this presentation valuable and informative. This seminar will answer these questions: Will Social Security be there for me? How much money can I expect to receive? When should I apply for Social Security? How can I maximize my benefits? Will Social Security be enough to live on in retirement?

Wednesday, October 18, 2023

To self-register for the 10AM Session click here.

To self-register for the 12PM Session click here.

Breezing Through the Holidays

November 7 10:30 AM PST/1:30 PM EST or November 16 5:30 PM PST/8:30 EST

It may be called “the most wonderful time of the year” but December can also be filled with unwanted debt with holiday spending. Learn budgeting strategies and tactics to avoid that year-end credit card crunch and sidestep debt traps in the future.

To self-register: click here.

Financial Wellness: Wealth Transfer Planning

Wednesday, November 15, 2023

To self-register for the 10AM Session click here.

To self-register for the 12PM Session click here. 

Identity Theft Solutions

December 5 10:30 AM  or December 14 5:30 PM 

Identity theft is becoming more common and sophisticated than ever. Session participants will learn the methods that identity thieves use to access confidential information, tools for preventing ID theft, and steps to take should identity theft occur.

To self-register: click here.

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Balance offers free webinars to our SnoCope members, employer groups and the surrounding community.  If you are interested in learning just follow the link to self register. If you miss the date, you will be able to watch the recorded webinar at a later date. To view recorded webinars click here. 

Planning for Money Milestones: December 13 at 10:30AM or December 22 at 5:30PM

There are many important financial milestones for consumers in their 20s and 30s. To help prepare today’s“Millennials” for a positive financial future—without sacrificing fun—we take a realistic approach tomanaging finances. We’ll cover SMART goals, getting financially organized, building a budget, controllingexpenses, wiping out debt, and much more!.

To self-register: click here.