Educational Seminars

All of our clients are welcome and encouraged to attend educational seminars in addition to one-on-one wealth coaching and proactive tax planning. All of these seminars are offered free of charge to existing asset management clients. To find out about dates for upcoming seminars, call us at (206) 284-9900 or email us at admin@curtcpa.com. 

SEPARATING MYTHS FROM TRUTHS

The Story of Investing

What are the myths of investing? Many of the mistakes that investors make are due to the fact that most of the information they receive about investing is marketing in disguise. Ever wonder why everyone seems to have a different opinion on how you should invest your money? Ever wonder why an investment that you bought didn't do as well as you had expected? Find out how the investment world really works in this first step to conscious investing.

AN ABUNDANT RETIREMENT

How to Make Good Decisions in Uncertain Times

How do you make sure you won't run out of money? How would you feel if you could overcome your fears about your financial future? Would you like to experience money from the perspective of abundance, instead of scarcity? Successful investing requires doing just a few things right and avoiding big mistakes. Learn how to do the right things to maximize retirement income, minimize risk and achieve peace of mind.

SAVE MONEY WITH PROACTIVE TAX PLANNING

Personalized Solutions for Your Own Situation that Reduces Taxes

Are you sure you are taking advantage of every tax-savings opportunity available? Learn about the ten most expensive tax mistakes made by small businesses, and how to avoid them. Discover ways to get the most out of Social Security and your retirement accounts. Find out how to boost your income now, legally and without going into any "gray areas", with proactive tax planning.