For Women


April 2018 – Retirement Literacy Quiz

In 2017, the American College New York Life Center for Retirement Income published the results of its retirement literacy quiz.  The results were stunning.  Overall, only 26% of those taking the quiz passed with a passing score of 61% or better.  Results were better for men (35% pass rate), the affluent (49% pass rate) and college graduates (40% pass rate).  That said; it is clear that almost everyone needs more education on retirement income planning issues.  If you’d like to take the quiz, click here


March 2018 – 26th Annual Women Helping Women Fund (WHWF) Benefit Luncheon

The WHWF is "dedicated to empowering women and children to create healthy families and vibrant communites".  It has done that good work for the past 25 years, raising more than $6 million and funding more than 450 programs.  This year, their annual benefit luncheon will be held Tuesday, May 22 with Keynote Speaker Dr. Tererai Trent. To learn more or sign-up for this event, click here.


September 2017 – Annual People Who Care Breakfast and Luncheon

Transitional Programs for Women is one of our favorite charities, working to end poverty and homelessness for women and children in Spokane.  Each fall, it holds an annual breakfast and luncheon to raise funds for its vital programs including the Transitional Living Center, Educare, Women’s Hearth, New Leaf Bakery Café and Miryam’s House.  This year, they will be held Thursday, October 5th.  To learn more about Transitions or these events, click here


June/July 2017 – You’ve Come A Long Way, Baby!

In 1968, Philip Morris launched one of the most famous ad campaigns in history.  Using the slogan “you’ve come a long way, baby”, it sold Virginia Slims cigarettes to the newly emerging feminist, a young woman who was going places in style.  That year, she earned 58.2% of what her male counterpart earned1.  Click here to learn more.

May 2017 – 5 Things Every Woman Should Know About Social Security

When it comes to retirement, women face unique challenges.  They have lower lifetime earnings than men. They save less than men.  And, they live longer than men.  This makes it especially important women become well-informed about the Social Security benefits to which they are (or may become) entitled.  To that end, the Social Security Administration has prepared a brief brochure, which you can access by clicking here.



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Asset Planning & Management, Inc.

422 West Riverside Ave. Suite 722
Spokane, WA 99201
Phone: 509-838-4175 or 888-864-8827
Fax: 509-838-4206