Expand Your Knowledge And Grow Your Wealth With Our Digital Courses And On-Demand Webinars

Want an in-depth training on a particular subject? Our advisors and CPAs are constantly releasing digital courses and webinars that can help you maximize your wealth so that you can enjoy the quality of life you want. Scroll through the featured course and webinars below. Don’t forget to check out our educational library with even more content and training.

5 Tax Planning Tips That Could Save Your Thousands Each Year

How To Maximize Your Wealth By Minimizing Your Taxes With These 5 Strategies

Understanding The Truth Behind Annuities

Learn The Truth Behind Annuities, When You Should Consider Them, And When To Avoid Them

Little Known Strategies For High-Income Households

Learn What It Takes To Enjoy Significant Income While Paying Very Little In Taxes

Delaware Statutory Trusts (DST) & Real Estate Training

What To Do If You Don’t Want To Be A Landlord Anymore Or You Want To Sell Your Properties

4 Common Retirement Mistakes And How To Avoid Them

Discover Why Others Fail And How You Can Succeed So That You Can Enjoy The Quality Of Life You Want

The Truth Behind Guaranteed Income And Annuities

Discover Options You May Not Know That Can Lead To The Living The Quality Of Life You Want

5 Tax Planning Tips That Could Save You Thousands Each Year

How To Maximize Your Wealth By Minimizing Your Taxes With These 5 Strategies

  • Take Advantage Of The New Tax Regulations

  • When To Do A Roth Conversion, And When Not

  • Discover Opportunities Found In Your 1040

  • Tax Implications From The CARES Act

  • Little-Known RMD Strategies

  • Why The Zero-Tax Bracket May Not Be The Best Solution

  • Discover New Ways To Take Income In Retirement

  • Why 2025 Is A Big Year For Tax Rates

  • Changes That Affect Your Estate Plan

  • BONUS: Exclusive Access To The Growing You Wealth Newsletter

Understanding The Truth Behind Annuities

Learn The Truth Behind Annuities, When You Should Consider Them, And When You Should Avoid Them

  • Discover The Three Types Of Annuities

  • How Bonds Compare To Annuities

  • When It Makes Sense To Purchase An Annuity

  • When To Avoid An Annuity

  • How To Avoid The Toxic Annuities

  • Different Ways To Use Annuities In Retirement

  • Tax Problems To Avoid With Annuities

  • How To Use Life Insurance Instead Of An Annuity

  • What To Do If You Already Have An Annuity

  • BONUS: Exclusive Access To The Growing You Wealth Newsletter

Little Known Strategies For High-Income Households

Learn What It Takes To Enjoy Significant Income While Paying Very Little In Taxes

  • How To Get Tax-Free Income In Retirement

  • How To Use Compounding Interest In Your Favor

  • What To Know About Buying Or Selling A Business

  • What To Do Now While Taxes Are Low

  • What You Need To Know About Real Estate Investing

  • The Little-Known Tax Strategies Used With Life Insurance

  • How Premium Finance Works And When To Use It

  • Discover New Tax Strategies For Your Estate Plan

  • How To Get A Step-Up In Basis For Your Beneficiaries

  • BONUS: Exclusive Access To The Growing You Wealth Newsletter

Delaware Statutory Trusts (DST) & Real Estate Training

What To Do If You Don’t Want To Be A Landlord Anymore Or You Want To Sell Your Properties

  • Discover Different Exit Strategies For Landlords

  • Learn How To Enter Into A DST

  • Discover How To Use 1031 Exchanges To Lower Taxes

  • How To Defer Or Eliminate Income Taxes

  • What To Do Before You Sell Your Real Estate

  • Learn Each Step You Take When Entering Into A DST

  • How To Vet Your Advisor, CPA, And Sponsor

  • Learn The Time Restrictions Behind A 1031 Exchange

  • When A DST Doesn't Make Sense

  • BONUS: Exclusive Access To The Growing You Wealth Newsletter

4 Common Retirement Mistakes And How To Avoid Them

Discover Why Others Fail And How You Can Succeed So That You Can Enjoy The Quality Of Life You Want

  • How To Minimize Your Biggest Expense, Taxes

  • Discover Strategies To Offset Inflation

  • Learn How To Optimize Your Social Security Benefit

  • What You Need To Know About Medicare/Medicaid

  • Why Income Planning Is Not Enough

  • How To Prepare For A 30+ Year Retirement

  • Learn The Importance Behind An Umbrella Policy

  • How To Vet Your Financial Professional

  • What To Do With Your 401(k), 403(b), Or 457 Account

  • BONUS: Exclusive Access To The Growing You Wealth Newsletter

The Truth Behind Guaranteed Income And Annuities

Discover Options You May Not Know That Can Lead To The Living The Quality Of Life You Want

  • Discover The Different Types Of Annuities

  • Learn The Different Types Of Guaranteed Income

  • How To Decide Between A Pension And A Lump Sum

  • Why You Should Avoid Variable Annuities

  • How To Transition From Work To Retirement

  • The Difference Between Fixed And Indexed Annuities

  • When You Should Not Purchase An Annuity

  • Long-Term Tax Implications Behind Guaranteed Income

  • How To Optimize Your Social Security

  • BONUS: Exclusive Access To The Growing You Wealth Newsletter

7 Steps to a Successful Retirement

How to Confirm Your Retirement Is Designed to Support the Quality of Life You Want for 30+ Years

  • 7 Essential Steps to Take Before You Retire

  • How to Prepare for a 30+ Year Retirement

  • Learn the Rules to Sustain Wealth

  • Think All You Need Is Income? Wrong!

  • How to Sustain Your Wealth, Even in a Crash

  • The Truth About Tax Planning

  • Discover What Lifestyle Planning Actually Is

  • All You Need Is a Good Portfolio, Right? WRONG!

  • Why Your Advisor May Not Be Enough

  • BONUS: Exclusive Access to the Growing You Wealth Newsletter

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Disclosure: Madrona Financial & CPAs is a registered trade name used singly and collectively for the affiliated entities Madrona Financial Services, LLC (“Madrona”) and Bauer Evans, Inc., P.C. (“Bauer Evans”). Investment advisory services are provided through Madrona. CPA services are provided through Bauer Evans

The information, suggestions, and recommendations included in this material is for informational purposes only and cannot be relied upon for any financial, legal or insurance purposes. Madrona Financial Services, LLC will not be held responsible for any detrimental reliance you place on this information. It is agreed that use of this information shall be on an “as is” basis and entirely at your own risk. Additionally, Madrona Financial Services, LLC cannot and does not guarantee the performance of any investment or insurance product. Insurance products are offered through Madrona Insurance Services, LLC, a licensed insurance agency and affiliate of Madrona Financial Services, LLC. Madrona Insurance Services and individual advisors affiliated with Madrona Insurance Services and Madrona Financial Services receives commissions on the sale of insurance products. Clients are not required to purchase insurance products recommended or to otherwise implement financial advice through Madrona affiliates. When we refer to preparation and filing of tax returns, tax returns are prepared and filed by our wholly-owned sister company Bauer Evans, Inc. P.S., a licensed certified public accounting firm. Madrona Financial Services, LLC is a registered investment adviser with the SEC. Our registration with the SEC or with any state securities authority does not imply a certain level of skill or training.

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