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Upon hitting "submit," your registration will be processed and you will receive an email confirmation.
Each session will start promptly. Please plan to arrive approximately 15 minutes early to ensure you don't miss the beginning.
We will have one break about halfway through each session.
Attendees are not required to bring anything other than an appetite to learn! Workbooks and writing utensils will be provided for note taking.
Course Info
Locations
WEDNESDAYS: Olympic College - Poulsbo
1000 Olympic College Place NW
Room #218
Poulsbo, WA 98370
SATURDAYS: Olympic College - Bremerton
1600 Chester Avenue
Bldg #4, Room #129 - Lecture Hall
Bremerton, WA 98337
Not endorsed by or affiliated with Olympic College.
Dates
WEDNESDAYS, January 29 & February 5
6:00PM - 8:30 PM
OR
SATURDAY, February 1
9:00AM - 2:00PM
OR
SATURDAY, February 8
9:00AM - 2:00PM
Any questions can be directed to the FORMulate Your Retirement team at (360) 291-8400
Important Information & Disclosures
Your registration covers in person classroom instruction, a workbook, and one hour of individual planning time specific to your situation (referred to as Part III - office hours). At the end of the event, you'll be armed with the ability to analyze your Social Security decision and implement strategies to reduce taxes manage stock market volatility and much more.
Each topic will be discussed in greater detail at the presentations. Please note that any strategy utilizing investments carries an inherent element of risk. Certain strategies may not apply or be suitable for all registrants. For specific estate planning or tax advice, be sure to consult with an estate planning attorney or tax advisor.
This event is not affiliated with or sponsored by Olympic College.
The venue should not be contacted regarding the program.
Your instructor for this course is Kevin Campbell. He is an investment advisor representatives of, and advisory services are offered through USA Financial Securities, a Registered Investment Advisor located at 6020 E. Fulton St., Ada, MI 49301. The name of his company is Peaks Financial. Peaks Financial is not affiliated with USA Financial Securities.