Educational Workshops

We believe financial clarity should be accessible to everyone — not just the wealthy, not just the well-connected, and definitely not just those who already have a plan. That’s why Leverage Planners offers free educational workshops, both in person across the greater Puget Sound area and online via live interactive webinars.

Whether you’re navigating retirement, tackling taxes, planning for healthcare, or just trying to make smart decisions with what you’ve earned — our workshops are here to help. No sales pitch. No pressure. Just straightforward, actionable education.

We’re proud to align with nonprofit organizations like:

• Society for Financial Awareness (SOFA)

• Knowledge of Financial Education (KOFE)

• American Financial Institute (AFI)

These partners share our mission: end financial illiteracy by providing real-world education — not product pitches or fear tactics. That same philosophy guides every event we lead.

You’ll find our team presenting at:

• Churches and Faith-Based Communities

• Colleges and Universities

• Community and Cultural Centers

• Senior Centers and Retirement Communities

• Corporate and Union Employee Groups

• Public Webinars for Lifelong Learners

We offer a variety of presentations tailored to pre-retirees, retirees, working professionals, and caregivers — all focused on practical strategies, not theory.

Here are some of our most popular workshop topics:

• Maximizing Social Security
  How to optimize timing, avoid penalties, and get the most from your benefits.

• Tax Strategies in Retirement
  Learn how to reduce your lifetime tax bill with smarter withdrawal strategies.

• Market Protection Without Giving Up Growth
  Explore how to safeguard your portfolio from downturns while still growing your money.

• Healthcare & Medicare Planning
  Understand Medicare basics, supplemental options, and how to avoid costly surprises.

• Planning for Long-Term Care
  Discover how to prepare for the costs of caregiving without sacrificing your lifestyle or legacy.

• Income Planning for Life After Work
  Turn your retirement savings into reliable, sustainable income.

• The Five Retirement Pillars
  Our signature session covering income, investments, taxes, healthcare, and legacy — the foundation of retirement peace of mind.

Each session includes visual examples, real-life stories, and time for audience Q&A.

We make it easy to learn — or bring learning to others.

• Want to attend a public session?
  We offer webinars and in-person events year-round. No cost. No catch.
  

  → View Upcoming Workshops & Webinars

• Want to host a workshop for your group or organization?
  We’ll tailor the content, customize the delivery, and handle the heavy lifting.
  

  → Request a Workshop

We know how hard it is to make confident decisions when you’re not sure who to trust — or what questions to even ask. That’s why we’ve spent decades designing workshops that empower, not overwhelm.

We believe:

• Everyone deserves access to clear, objective financial education

• Good financial planning starts with knowledge, not pressure

• The best outcomes happen when people are informed, not sold to

These events are our way of helping people feel in control, not confused — and giving communities the tools to build a stronger financial future.