UPCOMING EVENTS:

Games & Fun!
Nov
24

Games & Fun!

Join us for an afternoon of Games and Fun! 🎲

📅 Date: Monday, November 24th, 2025
🕜 Time: 1:30 PM - 3:00 PM
📍 Location: 101 Mill St, Suite 210, Ridgefield, WA 98642

Bring your favorite card, dice, or board game, or just come to enjoy good company and laughter. We’ll have the basics.. dice, cards and some treats!

It’s a relaxed social afternoon to connect, play, and unwind together.

No RSVP needed, just show up and have fun!

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2025 Year-End Tax Tips for Retirees!
Nov
20

2025 Year-End Tax Tips for Retirees!

  • 101 Mill Street Ridgefield, WA, 98642 United States (map)
  • Google Calendar ICS

Join us for a timely year-end tax session for Vancouver, WA-area retirees with local tax professional, Ashley Gebhardt, CPA, EA.

Ashley will share key 2025 year-end strategies for retirees to help you make the most of recent tax changes under the One Big Beautiful Bill (OBBBA), including new deductions, charitable opportunities, and smart ways to manage retirement income before year-end.

Charles Petitjean, CFP® will add his insights from the perspective of a CERTIFIED FINANCIAL PLANNER®.

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September Retiree Social!
Sep
30

September Retiree Social!

Please join us at our September retiree meetup at Ridgefield Craft Brewing!

This will be an afternoon of mingling and fun as we hear from Barbara Hill of The Warshauer Agency. 

Barbara is a licensed health insurance broker focused on helping retirees best navigate the complexities of Medicare and the various options available to seniors.

Feel free to invite others who would appreciate the opportunity to come. See you there!

RSVP!
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