Educational Webinars

3 Steps for Planning a Personalized Long Term Care Strategy

3 Steps for Planning a Personalized Long Term Care Strategy

Learn more about health aging, personalize your strategy, effective funding, and a brief overview of the Washington Cares Fund from the professionals at Westgate Capital and Nationwide in this informative webcast.

Additional resources can be found at www.wacaresfund.wa.gov/

(We respect your privacy and your registration information is only used to view this recording)

Westgate Capital Consultants, LLC, LPL Financial, and Nationwide are separate entities.

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5 Savvy Strategies for Tomorrow's Retiree

5 Savvy Strategies for Tomorrow's Retiree

Get organized, make the most of retirement distributions, and manage your sequence of return risk by learning more from the professionals at Janus Henderson in this informative webcast.

(We respect your privacy and your registration information is only used to view this recording)

Westgate Capital Consultants, LLC, LPL Financial, and Janus Henderson are separate entities.

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Social Security: The Choice of a Lifetime

Social Security: The Choice of a Lifetime

Learn more from Nationwide Retirement on this informative webcast about how Social Security benefits work, when & how to receive benefits, and different filing strategies.

Please contact us if you'd like to receive a free, personalized Social Security analysis.

(We respect your privacy and your registration information is only used to view this recording)

Westgate Capital Consultants, LLC, LPL Financial, and Nationwide are separate entities.

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2021 Market Outlook Webcast

2021 Market Outlook Webcast

LPL's Senior Analyst, Scott Brown discusses market insights on 2021 post-election policy and what we can expect in the economy, stocks, and bonds in 2021.

As always, please contact us with your retirement planning questions and investment concerns.

(We respect your privacy and your registration information is only used to view this recording)

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Savvy Women, Smart Investors

Savvy Women, Smart Investors

Learn more from this informative webcast about life stages, navigating with awareness, and unique challenges for women investors.

Please contact us with your retirement planning questions and investment concerns.

(We respect your privacy and your registration information is only used to view this recording)

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Harnessing Stress for a Happier Retirement

Harnessing Stress for a Happier Retirement

2020 brought some unexpected stress for everyone.  Understand more about the science behind stress, finding more positive stress, and financial fitness.

As always, please contact us with your retirement planning questions and investment concerns.

Worksheet: Stress Audit and Action Steps


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Navigating Market Volatility

Navigating Market Volatility

We recognize the concerns you may have when it comes to financial health.  We have created a short recorded webinar with timely tips and actions that you can implement. 

Some of the topics include:

  • The importance of having a plan
  • How to avoid common pitfalls
  • Six things you can do right now

As always, please contact us with your retirement planning concerns and investment questions.

(We respect your privacy and your registration information is only used to view this recording)

Click here to view webinar recording