FREE CPE Seminar: 401(k) vs. Simple IRA vs. SEP
Thursday, October 21st - 11:00am-1:30pm
Cost: Complimentary
Increasingly popular with small to mid-sized companies, 401(k) plans may be designed for a minimal cost while returning extensive benefits to a business. Understand the benefit of implementing a 401(k) plan for your clients and how it can represent a very popular element of a company benefit package.
Presented by Kristofer Gray & Baktash Hashimi
Meydenbauer Center
11100 NE 6th St. Room 303
Bellevue, WA 98004
Past Events:
College Funding: Ways to Help Your Children Pay for College
Tuesday June 8th and Tuesday July 13th - 6:30-7:30pm
Cost: Complimentary
With an average annual cost of $18,000 or more for college and university tuition, it is never too early to start preparing for the investment in college. This educational class is designed to help you better understand how to successfully plan for this future financial investment. Topics covered include the following: Free Application for Federal Student Aid (FAFSA), 529 Savings Plans, Prepaid Tuition Plans, Coverdell ESA, & Roth IRAs.
South Bellevue Community Center
14509 SE Newport Way
Bellevue, WA 98006
Investing 101: The Building Blocks for Your Financial Future
Tuesday, June 22nd - 6:30-7:30pm
Cost: Complimentary
Many individuals wonder where and how to safely invest while earning the necessary return to keep up with inflation. This educational class is designed to help you better understand safe money strategies for your accounts. Topics covered include the following: Investing through market cycles, Stocks, Bonds, Mutual Funds, ETFs, Risk Management, Asset Allocation, Diversification, & Rebalancing.
South Bellevue Community Center
14509 SE Newport Way
Bellevue, WA 98006
Tax-Free Retirement: How to Reduce Taxes in Retirement
Tuesday, July 27th - 6:30-7:30pm
Cost: Complimentary
The current economic environment has many individuals wondering where and how to safely invest while earning the necessary return to ensure their retirement future. This educational class is designed to help you navigate this volatile investment climate. Topics covered include the following: Recent bailouts of your financial system, National debt exceeding $10 trillion, Social Security, & the Medicare burden as 78 million baby-boomers reach retirement.
South Bellevue Community Center
14509 SE Newport Way
Bellevue, WA 98006
Please register by calling our office at:
1-800-794-4015
Classes will be taught by Roland Manangan, a Financial Advisor of IFC. As a Financial Advisor, Roland helps families manage their investments and make smart financial planning decisions. Roland is dedicated to educating communities by providing unbiased investment advice and offering complimentary seminars. Roland is a longtime resident of the Pacific Northwest.
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