The Retirement Toolbox:

A Proven Blueprint for Success

Join The "Retirement Toolbox" Workshop

Live Event In-Person!

Date: Thursday, March 28th

Time: 1:00 PM or 6:30 PM

Place: Highline College

2400 S 240th Street, Des Moines, WA 98198

Entrance "D", Building # 21, Room #116

What we’ll cover at the event

Social Security Maximization

Harness strategies

to optimize your benefits.

Medicare 101

An essential guide to navigating Medicare efficiently.

Reducing Taxes

Explore avenues to mitigate tax impacts in retirement.

Avoiding the Three Greatest Portfolio Killers

Protect your assets from common pitfalls.

Creating Increasing Income for Life

Develop consistent and growing income channels.

Protecting Your Options, Independence, and Dignity

Understanding how to address long term care.

Any of this sound familiar?

Are you concerned about outliving your money?
Would you like to reduce taxes?
Do you have an optimized portfolio?
Does your retirement plan account for inflation?
Do you want a written plan for a successful retirement?
Are you uncertain or concerned about Medicare?
If so, just know many others have been there before and you’re not alone...

The path to a secure retirement goes beyond saving

The Retirement Toolbox workshop is meticulously designed to provide individuals nearing retirement, or even those just starting to consider their later years, with the tools, resources, and knowledge needed to prepare for a comfortable and secure retirement.
Drawing on the expertise of financial planners, health professionals, and other specialists, this comprehensive event breaks down the complexities of retirement into actionable steps, ensuring attendees can confidently navigate their retirement journey.

We can help in all three phases of retirement


Growing your resources.


Safeguarding what you've built.


Strategizing through retirement.

Get Your FREE Ticket Now!

Our workshop should last 25 to 60 minutes.

Only 30 seats available!

We understand the many challenges of retirement today and know the biggest concern for many is outliving their money. That's why we put together The "Retirement Toolbox" Workshop.

Here’s everything you get:

Understand the key pillars of retirement savings: 401(k)s, IRAs, Social Security benefits, and more.
Discover effective investment strategies tailored for retirement.
Discuss potential challenges like inflation and market volatility, and how to prepare for them.
Decipher Medicare, supplemental insurance, and long-term care insurance.
From traveling to taking up new hobbies, how to make the most of your retirement years.

Only 30 seats are available and they're going fast!


The Medicare Exchange

Our company has been serving clients for 9+ years. We not only love what we do but we love who we serve. Whether you are looking for Medicare plans, Life insurance or Financial services, etc. The Medicare Exchange is the go-to company for all of your retirement needs.

At The Medicare Exchange, we understand that you are unique and special.

You are not a one-size-fits-all person, and that's why you deserve to experience the white glove concierge service.

What others are saying about us

See how The "Retirement Toolbox" Workshop is impacting others.

"Amazingly helpful."

Jeffery Scott, Tacoma

“Essential learning.”

Rachel Smith, Puyallup

"Game changer."

Ted Johnson, Seattle

Frequently asked questions

You may be wondering...

How much does it cost?

The Retirement Toolbox workshop is free.

Do I have to have a minimum income or asset level to attend?

No we don't require any minimums. We can help educate anyone

If I attend and decide to work with you is there a fee?

Our services are free to you. If you decide to work with one of our partner advisors, you may want to pay a fee to have them manage a portion of your retirement portfolio. Everyone and every situation are unique. Not every retiree will need the same tools in retirement.

Can I bring a guest?

Yes, Please make sure you let us know ahead of time. Seating is limited.

Will anything be sold at this event?

No. This event is for educational purposes only.

How long is the workshop?

45 - 60 minutes

Only 30 Seats Available!

Don't delay!
Reserve your seat now before it's too late.

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