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Paul R. Ried Financial Group, LLC - Bellevue, WA

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Our COVID-19 Response

 

Welcome to the Paul R. Ried Financial Group, LLC event page featuring our new Client Education Series! Clients, friends, and family are all invited to join in and experience one of the key parts of our exclusive Planning, Education, Advice & Consulting (PEAC™) Program, your Education. We are committed to your ongoing education in the core principals and fundamentals necessary for a successful retirement plan. Please join us every quarter as we take a deeper look into many of the topics that can affect a plan. If you are unable to attend an event live, rest assured that we are planning to record each one.

Skip to: Second Quarter  |  First Quarter  |  Upcoming Events  |  How to Join Virtual Events

Demystifying the SECURE 2.0 Act Legislation  |  September 6, 2023 at 10:30am PT

Virtual Event  |  Duration: 30-60 Minutes  |  Presented by Paul R. Ried Financial Group, LLC

You know the legislation's name. You have heard about it in the news. But do you understand how the SECURE 2.0 Act will affect you? Skip reading the pages and pages of "legalese" and instead... Join our Chief Financial Advisor, Tim Kimmel, as he talked with Paul Ried, our CEO, and Adam Jordan, our Director of Investments, about the most impactful upcoming changes for YOU, our client. We reviewed the act's key points, and then took live questions from our audience.

Webinar Materials


Social Security and the Retirement You Envision |  May 18, 2023 at 10:30am PT

Virtual Event  |  Duration: 1 Hour  |  Presented by Paul R. Ried Financial Group, LLC

Who should watch the recording? If you are currently drawing Social Security, or are planning to start drawing soon. Or, perhaps you are interested in how the proposed political environment might change your benefits.

What was covered? A deep dive into Social Security exploring topics such as the health and longevity of the Social Security system. Factors impacting Social Security benefits. Five case studies to look at the effect of Social Security timing, and how spousal and survivor benefits works. And finally, the crucial next steps for you and your loved ones planning for retirement.

Our Chief Financial Advisor, Tim Kimmel, was proud to be joined by our special guest speaker, Max McQuiston, Advisor Practice Management Consultant at Capital Group.

Webinar Materials

Meet Your Guest Speaker

Max McQuiston is passionate about helping individuals better understand the options available to them around Social Security as they plan for retirement so that together with their advisor, they can make more informed decisions. He is an Advisor Practice Management Consultant at Capital Group, home of American Funds with more than 29 years of investment industry experience. Prior to joining Capital eight years ago he was a senior vice president at Fidelity Investments. He also worked as an an advisor at Raymond James and a wholesaler at Hartford. He holds an MBA from Brigham Young University and a bachelor’s degree in economics from Weber State University. Max holds designations as a Certified Financial Planner®, Certified Investment Management Analyst® and Retirement Management Advisor®. Max has four children, two of which are married and 3 grandsons. He and his wife Cami reside in Kaysville, Utah.

2023: Inflation, Recession, & Managing Market Risk  |  February 15, 2023 at 10:30am PT

Virtual Event  |  Duration: 1 Hour  |  Presented by Paul R. Ried Financial Group, LLC

To look, or not to look (at your investment statement), that is the question... Market volatility has put investors on edge for much of 2022, and it is still something to deal with in the new year. To kick off our new education series, Tim Kimmel, our Chief Financial Advisor, hosted a panel featuring Adam Jordan, our Director of Investments, K.C. McGowan from Invesco Ltd., and Carl Platou from American Funds / Capital Group. Together, they explored the factors creating this volatility and how to best prepare for the upcoming months.

Meet Your Guest Speakers

K.C. McGowan is the Senior Advisor Consultant to financial advisory teams in the pacific northwest and responsible for high level thought leadership and investment insight. With over 25 years of Industry and investment experience, K.C. works closely with many of the industry’s top advisors on investment implementation and wealth preservation strategies. Invesco is a world leading asset manager with offices in over 20 countries around the world. K.C is a frequent speaker on international and global investing strategies and market outlook. K.C. is a graduate of the University of Montana. He lives in Woodway, Washington with his wife Melody and two boys Max and Jack.

Carl Platou is a wealth management consultant at Capital Group, home of American Funds, covering western and eastern Washington. He has 38 years of investment industry experience and has been with Capital Group for 29 years. Earlier in his career at Capital, he worked as a division manager. Prior to joining Capital, he was a vice president at Franklin Templeton Group. He holds a bachelor’s degree in finance from Eastern Illinois University. Carl is based in Mercer Island, Washington.

Thank you for your interest in our Client Education Series. At this time, the education topics for these events are to be determined. There is a wide range to choose from including (but not limited to!) Medicare, Social Security, estate planning, and tax planning. We do our best to keep these events timely and informative. Do you have a specific topic you would like to see discussed? Feel free to email suggestions to info@paulried.com. Save the date and check back here for future updates!

Many virtual events may include a visual presentation, so joining by computer is highly encouraged. For the best quality and experience, we also suggest attending with the largest screen you have available (e.g., a laptop is better than your smartphone). Please refer to the following instructions for guidance and feel free to reach out to our office if you need further assistance.

 Click on the corresponding registration link above to register and receive your unique link to join. Save your confirmation email for the day of the event - if you have misplaced your confirmation email, please email Emily Wang and we will be happy to re-send it to you. We suggest joining 10-15 minutes prior to the start of the event.

Joining by Computer (Recommended)

  • Click the link in your confirmation email. ("Join from a PC, Mac, iPad, iPhone, or Android device.")
  • Your internet browser (e.g., Google Chrome, Firefox, Safari) will open and ask you to launch Zoom.
    • If you do not have Zoom installed, a brief download and installation will occur.
  • Once Zoom opens, you will be prompted to join with computer audio.
  • All sound will play through your computer speakers. A microphone and/or webcam are not required.
  • Congratulations, you're in the event!

Joining by Computer with Phone Audio

  • Click the link in your confirmation email. ("Join from a PC, Mac, iPad, iPhone, or Android device.")
  • Your internet browser (e.g., Google Chrome, Firefox, Safari) will open and ask you to launch Zoom.
    • If you do not have Zoom installed, a brief download and installation will occur.
  • Once Zoom opens, you will be prompted to join with computer audio, you may deny this and join by phone.
  • In your confirmation email, choose a number to call based on your current location. The closer it is to you, the better the sound quality. Here are three popular numbers:
    • Tacoma, WA: 1-253-215-8782
    • San Jose, CA: 1-669-900-6833
    • Houston, TX: 1-346-248-7799
  • Dial the Webinar ID provided in your confirmation followed by #.
  • Dial the Password provided in your confirmation followed by #.
  • Congratulations, you're in the event!

Joining by Phone Only

As a reminder, many events may have a visual presentation, so this method is not recommended.

  • In your confirmation email, choose a number to call based on your current location. The closer it is to you, the better the sound quality. Here are three popular numbers:
    • Tacoma, WA: 1-253-215-8782
    • San Jose, CA: 1-669-900-6833
    • Houston, TX: 1-346-248-7799
  • Dial the Webinar ID provided in your confirmation followed by #.
  • Dial the Password provided in your confirmation followed by #.
  • Congratulations, you're in the event!

Help from Zoom

Zoom is a very robust program! Aside from the methods above, you may also join on your other devices, such as a tablet or smartphone, with the Zoom application. As previously mentioned, for the best quality and experience, we suggest attending with the largest screen you have available (e.g., a laptop is better than your smartphone). Here are a few links to assist you in getting set up and testing your connection:



All event guest speakers are not registered or affiliated with Cetera.

Please Note:  The information being provided is strictly as a courtesy. When you link to any of the websites provided here, you are leaving this website. We make no representation as to the completeness or accuracy of information provided at these websites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, websites, information or programs made available through this website. When you access one of these websites, you are leaving our website and assume total responsibility and risk for your use of the websites to which you are linking.