Bellevue, WA

Fill out the form below or register via phone.
To register via phone, call (855) 425-4566.

Surviving Retirement

Many pre-retirees and retirees wonder, have they planned for retirement to ensure they don’t outlive their money? Are they ready? When can they retire? Have they done enough to protect their retirement? Are you prepared?

Topics of discussion will include:

  • Actions you should take now to lock-in your tax savings before the sunset of the Trump Tax Law.
  • How to protect your money against future drops in the market without completely sacrificing the chance to grow your money now.
  • The new SECURE Act 2.0 and how you can avoid a big tax hit for you and your beneficiaries.
  • How to preserve capital, diversify your portfolio and reallocate your assets according to your family’s unique needs.
  • Come hear a CPA describe tax minimization approaches that could save you a LOT!

Many of our clients want to learn ways to increase their income, reduce taxes and not run out of money while minimizing unnecessary fees and market risk. This informational program addresses the facts, how to avoid the most common financial mistakes and take the wonder out of living your best life in retirement. As such, we will introduce you to the Certified Public Accountant that all our clients have access to as just one of the many benefits we offer.

Register Via Phone – 855.425.4566

Where: Maggiano’s Little Italy
10455 NE 8th St
Bellevue, WA 98004

Doors open at 6:00 PM
The Presentation Starts at 6:30 PM (and will be about an hour)

Dinner will be served promptly following the presentation.

This event and dinner are completely complimentary.

Attendees of our seminar will be offered to schedule a one on one visit with one of our planners at no cost. Attendees are not required in any way to schedule this visit. This seminar is filled with valuable information that has been written for individuals and couples between the ages of 55-80 with at least $250,000 of investible assets. As a professional courtesy, we ask that those who work in the financial industry to not attend.

Surviving Retirement

Many pre-retirees and retirees wonder, have they planned for retirement to ensure they don’t outlive their money? Are they ready? When can they retire? Have they done enough to protect their retirement? Are you prepared?

Topics of discussion will include:

  • Actions you should take now to lock-in your tax savings before the sunset of the Trump Tax Law.
  • How to protect your money against future drops in the market without completely sacrificing the chance to grow your money now.
  • The new SECURE Act 2.0 and how you can avoid a big tax hit for you and your beneficiaries.
  • How to preserve capital, diversify your portfolio and reallocate your assets according to your family’s unique needs.
  • Come hear a CPA describe tax minimization approaches that could save you a LOT!

Many of our clients want to learn ways to increase their income, reduce taxes and not run out of money while minimizing unnecessary fees and market risk. This informational program addresses the facts, how to avoid the most common financial mistakes and take the wonder out of living your best life in retirement. As such, we will introduce you to the Certified Public Accountant that all our clients have access to as just one of the many benefits we offer.

Register Via Phone – 855.425.4566

Where: Maggiano’s Little Italy
10455 NE 8th St
Bellevue, WA 98004

Doors open at 6:00 PM
The Presentation Starts at 6:30 PM (and will be about an hour)

Dinner will be served promptly following the presentation.

This event and dinner are completely complimentary.

Attendees of our seminar will be offered to schedule a one on one visit with one of our planners at no cost. Attendees are not required in any way to schedule this visit. This seminar is filled with valuable information that has been written for individuals and couples between the ages of 55-80 with at least $250,000 of investible assets. As a professional courtesy, we ask that those who work in the financial industry to not attend.

NOTE: Your reservation is NOT confirmed until speaking with a Decker team member

Due to overwhelming demand for these events and very limited seating, we ask that all prospective attendees and their guests consider the following guidelines before submitting a reservation request:

  • These events are designed for individuals ages 55 and above. All attendees should be nearing retirement or currently in retirement.
  • These events are designed solely for individuals looking to obtain financial information and or advice.
  • If you have already attended a previous event with us, we kindly ask that you contact us to schedule a no-cost visit with one of our purebred fiduciaries instead.
  • If you are a financial advisor or if you are in the financial services industry, we ask that you not attend.