Evenings
June 2 & 9 | 6pm-8:30pm
Olympic College Poulsbo
We will spend the first evening learning about financial foundations and the following week is dedicated to strategies. All participants are able schedule an additional one-on-one Lab session with their instructor.
Class Topics Covered
Retirement Distribution
Learn how inflation, longevity, and hidden market risks affect retirement and how to plan confidently through the distribution phase.
Retirement Income
Learn about the three approaches to retirement income planning, balancing income with growth, and setting a realistic withdrawal rate.
Health Care
Understand Medicare, options before enrollment, retirement cost implications, and whether long‑term care insurance is necessary.
Social Security
Strategies for maximizing Social Security benefits, minimizing or eliminating taxes, and deciding when claiming benefits makes sense.
Taxes
Why taxes may rise, how retirement changes taxation, the impact of lost deductions, and strategies to reduce retirement taxes.
Retirement Accounts
How retirement account choices, Roth conversions, 401(k) rules, and recent legislative changes shape long‑term distribution planning.
Insurance Basics
A practical look at life insurance needs, annuity tradeoffs, and insurance strategies commonly used to preserve and grow wealth.
Portfolio Management
Choosing investments that fit your risk profile, managing risk thoughtfully, and applying core principles of disciplined market investing.
Registration Open, Space Is Limited
Secure your spot in our upcoming Fearless Lab while they are still available.
Presented by industry professional and author Kevin Jordan Campbell
Access to a one-on-one Lab session with your instructor - no strings attached
Take home workbook to help you start your journey to financial independence
Complementary copy of Fearless: Creating Financial Independence in an Age of Uncertainty
Meet Your Instructor
Kevin Campbell
Kevin is a U.S. Marine Corps veteran whose early experience taught him the value of strategy, discipline, and adaptability under pressure.
After his military service and early ventures in the tech world, he built a career in financial advising focused on helping people make better long-term decisions. Over time, his work expanded from college funding and basic planning into full-spectrum financial strategy, including retirement income planning, tax considerations, and legacy conversations. Read more about Kevin...