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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

Live Monthly Webinar: Sound Retirement Planning

Thursday, April 25, 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.



Educational Workshops: An Informational Event For Those About To Be Impacted By The New Trump Tax Law  

Wednesday, May 16, 2018 at 6pm at

Anthony's on the Bremerton Waterfront.

-- OR --

Monday, May 23, 2018 at 6pm at

Anthony's on the Bremerton Waterfront.
 

Complimentary dinner following.

Jason is going to cover…

  • How to potentially avoid Required Minimum Distributions (RMDs) from your IRAs and 401ks.

  • Understand what the new Trump Tax Law may mean to you! Who wins? Who loses?

  • Identify some of the most important steps to take NOW, before the next bear market hits.

  • Potentially pay far less taxes on your retirement income.

  • The potential to convert from taxable to tax-free money with no out of pocket hit.

  • Stop Uncle Sam from becoming the primary recipient of your retirement account.

  • Cover Long-Term Care Costs without expensive annual premiums.

  • Turn existing IRAs into Tax Free accounts.

  • Create Tax Free Cash Flow.


RSVP# (844) 323-9019 RSVP code LAJFAB

or email us at  info@parker-financial.net.

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.

 

This is 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.

 

*Anthony’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, 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.