Educational Webinars

Gain a better understanding of Social Security benefits

Join us as Nationwide's VP, Doug Ewing, empowers you with knowledge in making important decisions.

• Basic benefits of Social Security
• Survivor benefits and rules for spouses
• Recent filing changes and strategies

Westgate Capital Consultants, a HUB International Company, Nationwide, and LPL Financial are separate entities.

Tracking # 1089931

Hear from BlackRock's research team as they offer insight on the market and economy, and what to expect for the coming year.

Westgate Capital Consultants, a HUB International Company, GRP, BlackRock, and LPL Financial are separate entities.

Tracking # 1057657 & 1064420

What does a fulfilling and happy retirement really look like?

It may be time to explore retirement through a different lens - one focused on purpose, well-being, and what truly matters most in the next phase of life.

Learn more about:

• What retirees are truly seeking today
• Why reframing retirement starts with your overall well-being
• How to intentionally design your best life after work

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

Tracking # 773332 & 814186

Better understand how your credit score works and how to improve it.

Learn more about:

• Understanding credit bureaus
• How your credit score is calculated
• Ways to improve your score

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

Tracking # 758694

Planning for Costs in Retirement

Westgate Capital and Nationwide share details about understanding health care/Medicare and the costs during retirement.

Please contact us if you'd like to receive a free, personalized assessment of health care costs.

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

Tracking # 729383

Caregiving can come suddenly and without support.

Discover techniques to manage its practical and emotional demands.  Whether you're a current or future caregiver, gain valuable insights and support.

• Recordkeeping & resources
• Handling cognitive issues
• Preparing for the future

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

Tracking # 619760

Ladies - Define what wealth means to you.

BlackRock's Financial Wellness Consultant empowers you with knowledge and action steps to build your foundation for wealth.

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

Tracking # 521406

JPMorgan shares a comprehensive guide on saving and investing for education, with easy-to-understand information that can help you make well-informed decisions.

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

Tracking # 418714-3

Estate planning is for individuals from all economic backgrounds.  Learn more as Nationwide shares some great information on this important topic.

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

Tracking # 403046-3

It's becoming all too common for your personal and confidential information to be compromised.  Learn more about different types of attacks, prevention tips, and actions you can take, presented by Westgate Capital and MFS.

Additional resources can be found in this MFS brochure.

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

Tracking # 1-05242584

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/

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

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.

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

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