Estate Planning Series

You’ve worked hard to build your wealth and provide for your family. To be confident that the legacy you envision will become a reality, it is critical to establish and maintain an estate plan. Individuals should take the time to prepare themselves and their family for the inevitable. Planning ahead clearly has its benefits: it is informative, provides peace of mind, and creates efficiency for those left to manage your affairs. This informative presentation will be hosted by an experienced estate planning attorney familiar with the applicable laws in Washington State.

Investment Series

Avoiding self-destructive investment behavior. This presentation will discuss several financial missteps made by the investing public. With retirement potentially extending two or even three decades, outliving your assets can be a real concern, given inflation, healthcare costs, and simply spending too much too early. This series will highlight several pitfalls that should be avoided to help increase the probability of a lasting retirement. Are you taking too much, or not enough, investment risk? Do you know how much risk is inherent in your current portfolio? This presentation will be hosted by an experienced team of wealth advisors from the Puget Sound area with the intent of helping BLN Retirees members recognize self-destructive investment behavior and identify strategies to avoid the same.

Retirement Planning Series

As advances in medicine and technology allow Americans to live longer, it is important to take a proactive approach by mapping out a clear and effective plan during your retirement. Many retired couples and individuals are coming to the realization that a decade of volatile markets has changed their view on how retirement may look now and in the future. Increased longevity, unpredictable market returns, health care costs, inflation, and unstable political and economic conditions may lead to more market volatility and uncertainty. Simply put, how can retirees do all the things they want to, all things considered, and not outlive their assets?

This presentation will be hosted by an experienced team of wealth advisors from the Puget Sound area focused on addressing these issues with specific insight on how to design, implement, and manage a plan during your retirement.

Risk Management Series

When people plan for their future they try to plan for all of life’s major events – kids going to college, retirement, future weddings, and even the unfortunate reality of death. One event is that is frequently overlooked, however, is the possibility of needing long-term care. Even more daunting is that the cost of long-term care has been increasing at a higher rate than the average rate of inflation – almost 4% versus 2.5%, respectively. By not planning for something that is likely to directly impact the majority of us, we risk jeopardizing our entire financial plan.

By planning ahead for potential long-term care expenses, much of the negative financial and emotional impact can potentially be ameliorated. However, if people wait too long to plan for these potential expenses, they risk having to pay more for coverage down the road, or worse, they may not have as many solutions available due to worsening health conditions.

This presentation will be hosted by an experienced team of wealth advisors from the Puget Sound area with the intent of helping BLN Retirees members identify potential strategies to address future long-term care needs