Special Event:
October 21, 2026 - Savvy Social Security Lunch-and-Learn
Your Social Security Strategy: Get the Most Out of Your Benefits.
Get the clarity you need to make one of your most important retirement decisions. In this webinar, Certified Financial Planner Jeff Downer will break down the complexities of Social Security. You'll learn proven strategies to help maximize your lifetime benefits and gain a realistic understanding of how it fits into your overall retirement income plan.
Meet us at the Snohomish County Complex (3000 Rockefeller Ave, Everett) Meeting Rooms 1 and 2 - by the cashier windows
Complimentary lunch provided, please RSVP by clicking here
November 4, 2026 - Savvy Long-Term Care Planning
Navigate Long-Term Care with Confidence: A Proactive Guide.
Facing the possibility of long-term care can feel overwhelming. The costs are often misunderstood, and the options seem complex. Join Certified Financial Planner Jeff Downer for a session focused on clarity and control. You'll learn specific strategies to protect your family's assets and reduce future stress, helping you understand your options before a crisis calls for action.
We will discuss in detail:
• Getting long-term care planning right
• Smart approaches for people at all stages
• 4 Keys to making a difference in a family caregiving challenge
View in person at the branch, click here
November 18, 2026 - Tax Planning in Retirement
Take Control of Your Retirement Taxes.
Will you pay more tax in retirement than you need to? Many do, simply by tapping their accounts in the wrong order. Join Certified Financial Planner Jeff Downer to learn how to build a proactive, multi-year tax strategy. Discover how to manage income from various sources to potentially reduce your tax bill, avoid the Social Security tax trap, and keep more of your hard-earned savings.
View in person at the branch, click here
