Wealth Creation Today®

Geared toward ages 35-50

Presented at the University of Colorado Law School

Tuesdays November 2 & 9 from 6-9pm

OR

Thursdays November 4 & 11 from 6-9pm

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

Registration link coming soon!

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

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?

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

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

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.

Register Guaranteed Income March 3rd

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.  

REGISTER FOR RENTAL PROPERTY SECTION ONE: MARCH 5TH, 6PM TO 8PM 

REGISTER FOR RENTAL PROPERTY SECTION TWO:  MARCH 12TH, 6PM TO 8PM

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.