Join us as Jim Black, a Certified Financial Planner, guides us through the ABCs of retirement plans. Whether you’ve got a 401k or some other form of retirement savings, we’ll learn why plan design is critical to helping you (and your employees) save for a quality retirement.

Presenter: Jim Black is the president of The Retirement Solution Inc., and has over 28 years of experience in planning, investment and insurance services. He holds a BS in International Finance from Brigham Young University, as well as an MBA from Willamette University. He is also a Certified Financial Planner (CFP®). This prestigious accreditation is granted only to those choosing to meet rigorous education, examination and experience requirements and abide by the CFP Board’s Standards of Professional conduct. Simply put, Jim has formally agreed to consistently offer the highest level of care and always place his clients’ interests first. The CFP® designation not only represents Jim’s professional standing, but also his personal philosophy. Jim authored his book, Happily Ever After, to help retirees avoid common financial pitfalls and get the most out of their lives and their money.

No-shows and cancellations after 12:00 PM (Pacific) on November 6 will not be refunded.

5:30 PM: Arrive/network. 6:00 PM: Welcome/dinner. 6:30 PM: Presentation.

Seattle Chapter members: Please plan on staying after the presentation. This is our Annual Business Meeting and we’ll be voting on the Slate of Candidates for the 2019 Board of Directors along with any other chapter business that may come up.

If you are outside the greater Seattle/Bellevue/Tacoma metropolitan area, we have a virtual attendance option for you.