Educational Workshops and Seminars
Through our Financial Planning and College Funding Service, we offer three unique workshops. Whether you are planning for your teenager to attend college, or just want to learn more about options for saving on tuition, ready to retire, or want to be a millionaire - Everett Wealth Solutions, Inc. can help.
PAYING FOR COLLEGE WITHOUT GOING BROKE!
Attendees earn SAGE Tuition Reward Scholarship Points valued at $500
Late stage families with students already in high school learn to:
- Pay for college without derailing retirement or amassing unmanageable debt
- Use student and parent tools that earn scholarships
- Identify their student's best-fit career, supporting majors and college.
Early stage families with grammar school students or younger learn how to:
- Maximize savings for college
- Use parent strategies that earn scholarships
- Guarantee college costs are covered.
RETIRING IN THE NEXT FIVE YEARS
Receive a complimentary Retirement Income Analysis:
Identify key factors before making the decision to retire:
- Conservative retirement income strategies with inflation hedges
- Consider the risk of the rising cost of healthcare
- Longevity and the risk of outliving your assets
- Income taxes throughout retirement – the largest expense in your golden years
- Optimizing Social Security
- Safely withdraw from your nest egg without running out of money
- So many ways to cover the cost of long term care. Which is best for you?
- Tax efficiently transfer assets and wealth to your heirs.
WHAT IT TAKES TO BE A MULTI-MILLIONAIRe
Create your personal wealth solution:
- Finding hidden wealth leaks
- Finding money – cash flow miracles
- Protecting yourself and your family in ways that are cost effective
- Saving for emergencies and longer term needs
- Understand the cost of interrupting the compounding in your savings and investments
- Maximizing employer benefits
- Create your personal wealth and retirement that is in alignment with who you are and what you want to accomplish.
>> Contact Us today to schedule an appointment or find out more about upcoming Seminars.