• Next Session coming up....

     

    Charting Your Flight is on hiatus. Please check back in the Fall for upcoming session topics. Until then previous session are recorded and available to you below.

    Previous Sessions

    Let us know if you would like materials on any of the previously covered topics.

    Washington State Capital Gains Tax

    Thursday, June 1, 2023

    Alternative Energy Tax Credits

    Thursday, July 20, 2023

    Estate Taxes 101

    Thursday, August 24, 2023

    Financial Planning and the Road to a Tax-Savvy Retirement

    Thursday, October 5, 2023

    Retirement Planning: Pension vs. Lump Sum

    Thursday, November 9, 2023

    529s and Tax-Efficient College Planning

    Thursday, December 7, 2023

    Financial Planning 101

    Thursday, April 11, 2024

    Investment Strategies 101

    Thursday, May 9, 2024

    Who should fill your shoes? Choosing Your Personal Representative

    Thursday, June 6, 2024

    Upcoming Sessions

    Mark your calendars for the next topics coming up. Check back to register.