Retirement Education for
Real People
We are a Washington nonprofit that hosts practical retirement classes on taxes, Social Security, income planning, and healthcare costs so you can make informed decisions with confidence.
Our Classes
Once you are in the room, our job is to make retirement feel understandable and workable. Each class walks through how your income, taxes, Social Security, investments, and healthcare costs fit together so you can see the cause-and-effect in your own life, not just on a slide.
Retirement Income & Cash Flow
Many retirees in our community worry about outliving their savings. Our classes explain how different income sources work together and how to turn savings into a steady paycheck in retirement.
Taxes in Retirement
Tax rules shift once paychecks stop, and most people never get clear, unbiased guidance. Our classes focus on common tax traps in retirement and practical ways to keep more of what you’ve earned.
Social Security Timing & Strategy
Social Security is one of the few lifetime benefits many people have, yet many file without understanding their options. Our classes help people understand how timing, work history, and family situations can affect benefits.
Investing Near and In Retirement
A lot of retirement savers are heavily exposed to market swings without realizing the risk. Our classes focus on simplifying investments, reducing unnecessary risk, and better aligning money with real-life timelines.
Healthcare & Long-Term Care Costs
Unexpected medical and care costs are a major reason retirees feel financially vulnerable. Our classes help families understand Medicare basics, gaps in coverage, and realistic ways to plan ahead for long-term care needs.
Legacy & Inheritance Planning
Too many families are left to sort out confusing accounts and documents after a loss. Our classes help community members organize information, think through beneficiaries, and prepare for smoother transfers to the next generation.
Who We Teach
We focus on “blue jean millionaires” in or nearing retirement. People who have done the hard work, saved in 401(k)s and IRAs, and want clear, unbiased education before they commit to any plan or product.
Our Classes Are Designed For:
- Individuals and couples within 10 years of retirement
- Retirees who want to tighten up taxes, income, and healthcare planning
- Adult children helping parents navigate retirement decisions
What Participants Gain:
- A clearer picture of how their income, taxes, investments, and healthcare costs fit together in retirement
- Plain-English explanations and real examples that relate to the situations many local retirees are facing
- A better sense of which issues to prioritize next so they can move forward with more clarity and confidence
Interested in Hosting a Class?
Learn about hosting a class at your company, organization or group