Educational Webinars

Register now!  Leaving Your Legacy: Estate Planning Basics

Register now!  Leaving Your Legacy: Estate Planning Basics

February 23rd, 2023 at 12 pm (PST)

Register now for our upcoming 1st quarter educational webinar.

Estate planning is for individuals from any economic background.  Learn more about this important topic.

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

Tracking # 403046-3

LPL's 2023 Outlook: Finding Balance

LPL's 2023 Outlook: Finding Balance

LPL's Chief Investment Officer and Director of Research shares an update on the 2023 Market Outlook.

Westgate Capital Consultants, LLC and LPL Financial are separate entities.  Disclosures can be read here.

Tracking # 387314-1

Medicare / Health Care: Plan for costs in retirement

Medicare / Health Care: Plan for costs in retirement

Westgate Capital and Nationwide share details about retirement income challenges, understanding health care/Medicare, and creating a plan.

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

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

Tracking # 1-05290117

Protecting Your Data

Protecting Your Data

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

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/

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

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.

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

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.

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

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.

Harnessing Stress for a Happier Retirement

Harnessing Stress for a Happier Retirement

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