Your financial life encompasses much more than the current markets. It includes your goals for the future and how you want to live right now. A new year is your chance to start fresh and organize your finances, so BLN invites you to take action to position yourself for opportunities in the years ahead. Please click on ‘Current News’ if you wish to see more information about, for instance, how events and speakers are selected.

2018 Event Schedule:
“Generational Wealth: Avoiding the 3 Reasons Families Fail to Transfer Generational Wealth” (Tuesday, April 17, 2018) click here.

“Long Term Care & the Cost of Crisis”: (date to be determined) click here.

As a specific benefit to BLN Retirees members we have collaborated with a distinguished group of professionals in estate planning, tax law, philanthropy, wealth management and financial planning.

The 2018 BLN Retirees financial education series (more dates and locations TBD) specifically highlight the following:
• Estate Planning Series
• Investment Series
• Retirement Planning Series
• Risk Management Series

Cost: All of these events will charge a small fee. Additionally, lunch will be provided and parking will, where possible, be covered by the sponsor.

BLN Retirees Education & Finance Event Coordinator: Please contact William P. (Pete) Bailey if you have additional questions such as questions about dates and locations: peterb00001@onebox.com, 206-232-9451, 4708 E Mercer Way Mercer Island, WA 98040.

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Current News
 

Pete Bailey, BLN Retirees Education & Finance event coordinator, is providing this document from the Department of Labor: “The DOL Newsletter that I get weekly from the Government. I have used it to help select topics and information for some of the material presented and to quiz some of the people we use in our series.”: click here to read the DOL document.

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Long Term Care & the Cost of Crisis

For a printable copy of the signup coupon and description: click here

Although we are living longer, many families forego planning and let chance and crises drive their decisions. This presentation will help individuals get a better understanding of several different long-term care options available and will break down some pros, cons, and costs of each option. Paying for care is another important aspect of planning for the future. This expanded presentation provides insight into how Medicare, Medicaid, and long-term care insurance apply to long-term care costs, outlines the costs of crisis using a case study and shares practical tips for starting the conversation within your own family including the complex web of needs (social, emotional, physical, mental, spiritual etc.).

Speaker/s
Michael Quiqley from Capital Planning hosts, Mary Lynn Pannen – one of the nation’s leading experts on Geriatric Care Management and Home Care for seniors and individuals with complex and wide-ranging needs. She is a well-known and resourceful voice on eldercare issues. Her expertise and passion for quality care has made her a sought-after speaker and advisor on both the local and national level. As a natural outgrowth of her work as a RN and Certified Care Manager, Mary Lynn based her vision for Sound Options on her extensive experience working as an advocate for patients and families. Since its founding in 1989, she has grown the company into the largest private elder care management company in Washington State.

Please join Capital Planning, as they present this educational and empowering seminar. Capital Planning, LLC is an SEC registered investment advisor. The content of our seminars is not sponsored or endorsed by The Boeing Company and is intended for educational purposes. Please contact your employee benefits department for current benefits information. Capital Planning is not a Boeing Company contracted vendor.

Please feel free to extend this invitation to family and friends.
Invited: BLN Retirees Chapter members and Guests (30 person limited capacity)
Date:TBD (contact Peter Bailey if you have questions)
Time: 11:30 am to 2:00 pm (lunch provided)
Cost: $ 5.00 per person
Location: El Gaucho Restaurant, 450 108th Ave NE, Bellevue, WA 98004
Event Coordinator: William P (Pete) Bailey; peterb00001@onebox.com, 206-232-9451; 4708 E Mercer Way, Mercer Island, WA 98040
 
Instructions: Mail completed coupon indicating preferred seminar date click here for printable copy of coupon) and mail check payable to BLN to the event coordinator. For directions call Capital Planning (425-643-1800). El Gaucho offers garage parking and will be validated for the event, please bring your ticket.

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Generational Wealth: Avoiding the 3 Reasons Families Fail to Transfer Generational Wealth (Tuesday, April 17, 2018)

For a printable copy of the signup coupon and description: click here

In 1776, Scottish economist and philosopher Adam Smith penned one of the most influential books on economics and wealth, The Wealth of Nations. In his magnum opus, Adam Smith found it necessary to lament on the failure of families to successfully preserve generational wealth . . . “Riches in spite of the most violent regulations to prevent their dissipation, very seldom remain long in the same family.”

Michael Miller from Capital Planning, will explore some of the root causes for the systemic failure that threatens generational wealth and what separates successful families from those that fail to preserve their family wealth.

You will be provided with an elegant framework that can be adopted and customized for your own family as well as valuable tips on how to apply some of the secrets to generational wealth preservation.

Capital Planning, LLC is an SEC registered investment advisor. The content of our seminars is not sponsored or endorsed by The Boeing Company and is intended for educational purposes.

Date: Tuesday, April 17, 2018
Time: 11:30 am to 1:30 pm (a wonderful plated lunch will be provided)
Cost: $ 5.00 per person
Location: El Gaucho Restaurant, 450 108th Ave NE, Bellevue, WA 98004
Event Coordinator: William P. (Pete) Bailey
Address: 4708 E Mercer Way, Mercer Island, WA 98040
Phone: 206-232-9451
Email: peterb00001@onebox.com
 
Instructions: Mail the completed coupon (click here for printable copy of coupon) and a check payable to BLN to the event coordinator’s home address listed above (William P. Bailey). For event directions call Capital Planning: 425-643-1800. El Gaucho offers garage parking and will be validated for the event, please bring your ticket.

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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

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