King County Bar Association in collaboration with The Society for Financial Awareness will present a free CLE on March 25: Financial Wellness - Social Security Explained.
This free 1 credit CLE is available in person at the King County Bar Association, 1200 Fifth Avenue, Suite 700 in Seattle or via webcast. Register online.
Timeline
Registration and Coffee Service - 11:45 am to 12 pm
Program from 12 to 1 pm
Evaluations & Adjourn at 1 pm
Topics
• Types of benefits you are eligible to receive
• Difference between full retirement age and delayed retirement
• Retirement planning strategies
• Understanding taxation of benefits
Distinguished Faculty
Tyler Lively, CFP®, is a native of Washington state, having grown up in Redmond. He has always had a passion for learning and finding the optimal solution to any goal. This drive pushed him to graduate from the prestigious Marriott School of Business (rated one of the top 10 entrepreneurship programs in the U.S.).
After college, Tyler led a self-employment development program mentoring and teaching representatives in Haiti, Ecuador, Zimbabwe, and the Dominican Republic on lessons in entrepreneurship principles. Soon after, Tyler had the opportunity to support our nation's military and work for the Department of Defense in a finance position overseeing several multi-million dollar contracts. While Tyler enjoyed his time with the DOD, he had a strong desire to return to Washington state to be near family.
Following his return he became an Associate Financial Planner with a retirement planning firm, and in early 2017, he was promoted to Planner and subsequently earned his Certified Financial Planner® designation. He serves on an Investment Committee board and has earned a Chartered Retirement Planning Counselor designation through the College of Financial Planning. Tyler is motivated by the ability to work with clients and help them achieve their financial goals.
Tuesday, February 11, 2020
Subscribe to:
Posts (Atom)
