Upcoming Classes
Wealth Creation Today®
Geared toward ages 35-50
Presented at the University of Colorado, Wolf Law Building
Tuesdays, September 27th and October 4th from 6-9 pm, OR
Thursdays, September 29th and October 6th from 6-9 pm
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 at Louisville Recreation Center
Tuesdays, October 18th & 25th from 6-9 PM, OR
Thursdays, October 20th & 27th from 6-9 PM
The key to maximizing your retirement is developing a solid understanding of how to use income streams. Learn tax wise strategies to utilize savings, investments, Social Security, and real estate holdings to build a healthy cash flow in retirement.
- How long will your money last?
- Staying on top of new tax laws
- Strategies to minimize taxes
- Roth IRA Conversions
- Considerations before retiring early
Past Classes
Successful Retirement: The Final Push
Geared towards ages 50 to 70
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
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
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.