Past Workshops & Client Events

 

 

The State of the Market Workshop

 

Quantum hosts two workshop per year (in April and October) to discuss recent stock market behavior and economic trends. We field questions from the audience about specific domestic and international factors at play, as well as personal portfolio allocation, diversification, and historic market data.    


 


 

The Basics of Financial Planning

 

In addition to answering questions from audience members, this workshop covers topics such as debt management, student loan repayment, emergency funds, employer plans, the basics of budgeting and how to start saving for retirement. We are always thrilled at the opportunity to connect our fellow community members with the financial planning tools and resources they need to make a long term impact in their lives.

 


 

Letting time work for you: a workshop for young professionals

 

Young professionals face many financial questions, but the complexity of financial planning, not to mention the industry lingo, can make it difficult to find simple answers. This workshop covers topics such as how to make the most of an employer's benefit package, how to start saving for an emergency fund and retirement, how to manage and pay down debt, and even what things to consider when purchasing a house. We are always happy to field questions from the audience so that the presentation is tailored to suit your needs!

 


 

long term care insurance

 

We want to thank Steve Matsko, Certified Financial Planner™ and licensed LTC agent, for presenting at our most recent Long Term Care Insurance workshop. Steve helped our attendees understand the LTC insurance application process, when the best time to apply for insurance might be, as well as specifics about what LTC benefits do (and do not) cover.

 


 

Social Security Workshop

 

We partnered with Stephanie Farrar from Principal Funds for our most recent workshop on Social Security.

We recorded this workshop for the benefit of those who live outside the Spokane area. Please click the video below to begin watching. You can also follow along with the PowerPoint slides to the presentation by clicking here.

 


 

Medicare Workshop

 

We want to thank Julie Shepard and Char Parker from Integrity Insurance Solutions for partnering with us for our most recent workshop on Medicare.

You can watch the Medicare Workshop by clicking on the video below. You can also view the PowerPoint slides from the presentation while watching the video by clicking here.