10900 Northeast 4th Street Suite 2300 Bellevue, WA 98004

425-643-1800
cpc@capplanllc.com
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WEBINARS & EVENTS

WE BELIEVE EDUCATION IS KEY TO YOUR SUCCESS

As a fiduciary, we are held to a high standard of good faith and always put clients’ best interest first. This means sharing financial news and insights to help educate on the various routes financial planning can take. We base all education from a wealth planning perspective, understanding that the decisions you make today will substantially impact your current and future retirement journey.

Sit back, relax, and let us take the wheel as we navigate you through Destination Retirement – A Webinar Series Roadmap designed to inform, inspire, and initiate a financial planning journey specialized to your financial needs and goals.

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WEBINAR SERIES ROADMAP

WINTER

  • Incentive Compensation & Tax Planning
  • VIP Aftertax Contributions – Roth Conversions

SPRING

  • Pension Plan Strategies – Annuity vs Lumpsum
  • VIP, ESSP, & DCP Investment Management

FALL

  • Executive Strategies for Annual Enrollment
  • Annual Enrollment & VIP Strategies

Our Destination Retirement webinars are generally 60-75 minutes and are broken down step by step to focus on the key areas of information for each topic. Each webinar concludes with an offer to send you a copy of the slide deck, webinar action checklist and a complimentary consultation for those who have not previously received a complimentary consult.

Learn More: Who We Are
Learn More: Why Us
Learn More: Our Services

If you would like additional information about our webinars and events or advance information on dates, please fill out the contact form below.

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