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Our Upcoming Events

Our workshops are designed to help you make the best decisions for your life.

Parker Financial LLC Events

Educational Workshop: Avoid Social Security Claiming Mistakes

Tuesday, February 12, 2019 at 6pm PST at Vibe Coworks in Poulsbo

You and up to 3 guests are invited to join us for a special event. Our events are typically well-attended and seating is limited, so please reserve your space today by calling or emailing us.

Want to learn how to optimize your Social Security Income? This event will answer your most pressing questions.
  • Creating Guaranteed Income
  • Understand the changes from 2015 (and the 7 changes in 2017)
  • Discover creative strategy and timing methods to get the most from your hard-earned benefits
  • Learn how Social Security income works (even if you continue working after claiming) 
  • Find out how much you give-up if you choose to take benefits early 
  • How your benefits may be affected if you have a pension through the state or federal government
  • Identify additional spousal benefit opportunities (even if you've been divorced) 
  • What the Social Security "deeming provision" is (and how to be prepared for more changes)
  • Why the popular "file and suspend" strategy was eliminated (and how to optimize benefits NOW)
  • How we can provide you a custom Social Security benefit report (that analyzes your family's benefits, shows you all the benefits you're eligible for, and identifies an optimal strategy)
Existing clients are more than welcome to attend as well. Don't keep us a secret. Please forward this email to your friends and family!! Or sign up using our online form.

There will be NO dinner/meal at this event.

Address: 19225 8th Ave. NE Ste. 201, Poulsbo, WA 98370

Seating is limited. Three ways to Register today
1) Call us at (360) 337-2701

2) Use the form to the right of the screen to register.

3) Email us at info@parker-financial.net

Retirement Elevated: Your Retirement and Taxes

Tuesday, February 22, 2019 at 6:30pm PST at Vibe Coworks in Poulsbo

You and up to 3 guests are invited to join us for a special event. Our events are typically well-attended and seating is limited, so please reserve your space today by calling or emailing us.

You can protect your retirement income and lifestyle from taxes - but only if you plan wisely. And that’s a big “if.” It’s extremely important you have a strategy and you re-visit and update it regularly.

Feeling overwhelmed? Attend this practical course - there’s nothing like solid information to make you feel more in control. Get the facts and figures, based on the latest tax laws, on how to make sure your retirement income lasts as long as you do.

Existing clients are more than welcome to attend as well. Don't keep us a secret. Please forward this email to your friends and family!! Or sign up using our online form.

There will be NO dinner/meal at this event.

Address: 19225 8th Ave. NE Ste. 201, Poulsbo, WA 98370

Seating is limited. Three ways to Register today
1) Call us at (360) 337-2701
2) Use the form to the right of the screen to register.
3) Email us at info@parker-financial.net
 

Live Monthly Webinar: Sound Retirement Planning

Wednesday, February 20, 2019 at 5:30pm PST.

Jason is going to cover…

- Budget-driven retirement planning
- Retirement Budget Calculators
- How you can know if you have saved enough for retirement.
- Learn why retirement is all about cash-flow and not your net worth.
- When to claim social security as part of a retirement income plan.
- Stress test your retirement plan against stock market risk, inflation, death of one spouse and long term care.
- Consider the tax implications of your planning.
- How to put all the pieces of the retirement puzzle together.

Click here to register.

 



The above events are not a solicitation for any security. No individual tax advice is given. Please consult a licensed professional. Jason Parker is insurance licensed and has passed the series 65 exam. He offers annuities, life & long term care insurances as well as investment services. We reserve the right to refuse a reservation request from an individual or group and reserve the right to cancel an existing reservation. First time attendees and existing clients receive preferential status in the event we need to refuse a reservation. For more details, please call us at Parker Financial LLC 360-337-2701. Sound Retirement Planning is a dba of Parker Financial LLC. Not affiliated with a government agency. Address: 9057 Washington Ave NW #104, Silverdale, WA 98383.

*Vibe Coworks’s does not endorse nor recommend any of the views nor opinions expressed by Jason Parker or this seminar. All company names, brand names, trademarks and logos are the property of their respective owners.

Notice: Financial advisers will be charged $1500. Attorneys and CPAs are welcome. Spouses urged to attend.

By providing your contact information, you may be offered information regarding the purchase of insurance and investment products.

Parker Financial LLC does business as the following: Sound Retirement Planning, Sound Retirement Radio, Insurance Services of Parker Financial, LLC & Parker Financial. Home office located at 9230 Bay Shore Drive NW #201, Silverdale, WA 98383. Jason Parker, RICP® is a Registered Investment Adviser Representative and has a Washington State insurance license. Parker Financial LLC is a registered investment adviser in the State of Washington. The adviser may not transact business in states where it is not appropriately registered, excluded or exempted from registration. Individualized responses to person that involve either the effecting of transaction in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption.