Updated: Dec 30, 2020
"Compass Points," is a FREE new directional panel discussion series starting on Thursday January 21st, 11:30am - 12:30pm
"Compass Points," are designed to provide you with current information to help you right now, and also to prepare & plan for a healthy future.....financially, legally, medically, comfortably, supportively, and pleasurably.
Our first "Compass Points" topic is FINANCIAL HEALTH- we'll be talking about how to prepare for your 2020 tax return from an accounting, financial planning, and legal perspective.
Our experts on the panel will be:
Schultz & Associates CPA's - who better to get some great tips and advice on your tax preparation then from a CPA. Schultz & Associates will speak to filing personal and businesses tax returns, and make sure you are aware of any new tax laws, deadlines, and more.
Matt Augspurger, Nepsis Invest with Clarity, is a financial advisor that will provide information on how to grow your retirement fund and lower your taxes.
Tony Hinson of Sherrard McGonagle Tizzano & Lind, is an elder law & estate planning attorney, and one of Tony's areas of expertise is Trust & IRA's. He'll let us know of any new changes to the SECURE Act or other laws pertaining to your long term care investments.
Mark your calendar for the 3rd Thursday of each month, from 11:30am - 12:30pm, and register for any/all of our upcoming Brown Bag Lunch directional panel discussion series, strategically positioned to easily fit into your lunch schedule. All "Compass Points" will be on the ZOOM platform so you can ask questions of the presenters. Sit back, tune in, and have a bit to eat while we present to you, "Compass Points."
Schedule is as follows for 1st Qtr 2021:
Thursday, January 21st, 11:30am - 12:30pm
FINANCIAL HEALTH - how to prepare for your 2020 tax returns from an accounting, financial planning, and legal perspective.
Thursday, February 18th, 11:30am - 12:30pm
HEART HEALTH FOR WOMEN - Cardiac & medical experts will speak to prevention, detection, and recovery as it pertains to heart disease for women.
Thursday, March 18th, 11:30am - 12:30pm
THE JOY & BENEFITS OF GARDENING - Small planters, outdoor gardens, starter plants, greenhouses and more. Gardening wherever your home may be...a private residence, senior housing community, or a community pea-patch, etc.
Topics we are considering for 2nd quarter are the following. I would love to hear back from you with any ideas you want us to present to you through "Compass Points:"
* Scams & Frauds
* Refresher on Driving Skills, Rules of the Road, and how to earn Discounts as you Age on your car insurance
* Cycling Health - for all ages & mobility (e-bikes and Sequim Wheelers)
* Eye Health
* Advanced Directives
* Prescriptions - delivery options; interactions of prescriptions and over the counter; and more
* Pets - ownership, benefits; adoptions; what happens to your pet if you pass away, and more
EMAIL YOUR SUGGESTIONS OR CHOICES FROM THE ABOVE LIST TO:
** Goal is to make sure these Compass Points are Educational & Entertaining, providing the tips & tools you need to be happy, safe and successful.
Here's the link to register. We look forward to presenting this new series to our WestSound and surrounding communities.
Article written by
Mary Coupland, owner & founder of Compass & Clock