Call Us Call Us

Our Upcoming Events

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

Parker Financial LLC Events

Live Monthly Webinar: Sound Retirement Planning

Monday, January 22, 2018 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 learn more and register.


Retirement Elevated Course: Olympic College, Poulsbo Campus

FULL: 2-Day Class on Thursday, January 24 & 31, 6:00 - 9:00pm

Jason Parker, RICP -- Instructor
Olympic College, Poulsbo Campus
1000 Olympic College Way NW
Poulsbo, WA 98370


Retirement Elevated Course: Olympic College, Bremerton Campus

2-Day Class on Thursday, February 8 & 15, 6:00 - 9:00pm

Jason Parker, RICP -- Instructor
Olympic College, Bremerton Campus
1600 Chester Ave, Bremerton, WA 98337

Materials Fee: $49 (additional workbook $24)
 - Early Bird Special: $39 ... Sign up 10 days prior to first class.

Your spouse or guest may attend at no additional cost with your paid registration.

Is this course right for me?
Are you nearing or already in retirement? Attend this course and acquire the tools to make sound financial decisions that can help guide you to and through retirement.

You’ll learn how to:
• Define retirement and what’s important to you
• Realistically estimate your income and expenses
• Create a steady and reliable income stream for retirement
• Understand your distribution options
• Avoid 4 potentially costly Social Security mistakes
• Determine whether or not to convert your IRA to a Roth IRA
• Reduce expenses and preserve the value of your estate
• And much more …

Seating is limited. Register today!

Three ways to register:
1) Call us at (360) 562-0980. Please have your credit card ready for payment.

2) Visit www.retirementelevated.com/pfl. Please have your credit card ready for payment.

3) Or download the brochure by clicking here to register via mail.

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, Parker Tax Advisors, Social Security Planner, Annuity Expert, LTC Expert, Insurance Services of Parker Financial, LLC & Parker Financial. Home office located at 9057 Washington Ave NW, #104, Silverdale, WA 98383. Jason Parker, RICP® has passed the series 65 exam 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.