Classes & Workshops

Register for Upcoming Classes

Wealth Creation Today®

Presented exclusively online

Tuesdays May 18, 25, June 1 6:30-8pm

Thursdays May 20, 27, June 3 from 6:30-8pm

This course provides indispensable tools to avoid mistakes and recognize smart solutions for personal financial wellness. Inflation, interest, insurance, and investments … stocks, bonds, ETFs, annuities, and mutual funds … taxes, IRAs, 401(k)s, and so much more. How does it all fit together? And what’s the right path for you?

Subjects Covered

Life & Wealth Planning
Barriers to Wealth Accumulation
Tax Advantaged Investment Vehicles
Managing Family Finances
Investment Strategies
Risk Management

Retirement Planning Today®

Geared towards ages 50 to 70

Presented Exclusively Online

Tuesdays June 8, 15, and 22 6:30-8pm

Thursdays June 10, 17, and 24 from 6:30-8pm

The key to maximizing your retirement is developing a solid, strategic understanding of how to use income streams. Learn tax wise strategies to utilize savings, social security, real estate holdings to build income streams.

How long will your money last?
Stay on top of new tax laws
Protecting your assets and your heirs
Roth IRA Conversion
Considerations before retiring early

Past Classes

Wealth Creation Today®

Presented at the University of Colorado, Wolf Law Building

Tuesdays January 28th and February 4th 6pm to 9pm

Thursdays January 23rd and 30th 6pm to 9pm

Session 1

Section 1 – Life & Wealth Planning
Section 2 – Barriers to Wealth Accumulation
Section 3 – Tax Advantaged Investment Vehicles

Session 2

Section 4 – Managing Family Finances
Section 5 – Investment Strategies
Section 6 – Risk Management

Successful Retirement: The Final Push

Geared towards ages 50 to 70

SECTION ONE: Wednesdays FEB. 5th AND FEB. 12TH

SECTION TWO: Saturdays FEB. 15TH AND FEB. 22nd

How long will your money last?
Stay on top of new tax laws
Protecting your assets and your heirs
Roth IRA Conversion
Considerations before retiring early

Guaranteed Income: Understanding Annuities, Life Insurance and Reverse Mortgages

presented AT THE UNIVERSITY OF COLORADO WOLF LAW BUILDING

Tuesday, March 3rd

6pm to 8pm

There are various options for guaranteed income in retirement, many of which are controversial such as annuities and reverse mortgages. How do you decide if any of these vehicles are right for you? This class will provide you with a solid understanding of how each or these tools work as well as steps to take during the decision-making process.

Rental Property

Presented AT THE UNIVERSITY OF COLORADO WOLF LAW BUILDING

Section One: Thursday March 5th 6pm to 8pm

Section Two: Tuesday March 10th 6pm to 8pm

Rental property is often overlooked by financial advisors because it does not provide income to the advisor. This class will cover the advantages of this, often-overlooked, aspect of a healthy investment strategy. Taught by a financial advisor and an experienced realtor, topics covered will include when to invest, tax advantages, cash reserves, budgeting, rental law and locations.

Medicare and Healthcare in Retirement

presented at The University of Colorado Wolf Law Building

Monday March 16th

6pm to 8pm

The unknowns of healthcare can add complexity to your retirement planning. Strengthening your understanding of Medicare, insurance and projected health care costs is an important step towards solid financial footing in retirement. In this course, you will learn about the importance of planning for this potentially-huge expense, what protection options might be available, plus what role Medicare will (and will not) play.

Critical Tax Strategies for Financial Planning

Presented at the University of Colorado, Wolf Law Building

WITH THE NEW TAX LEGISLATION, IT’S IMPORTANT TO EVALUATE YOUR TAX STRATEGIES TO ENSURE THEY SUPPORT YOUR FINANCIAL PLANNING GOALS. THIS COURSE WILL INCREASE YOUR UNDERSTANDING OF THE NEW TAX LAW SO THAT YOU CAN DEVELOP AN INFORMED STRATEGY TO MINIMIZE TAXES TODAY, WITHOUT CREATING AN UNMANAGEABLE TAX BURDEN IN THE FUTURE.