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2019 YEAR END CHECKLIST

College Tuition: Informed use of assets

November 16, 2019

Saturday

9am to 11am

Alfalfa's Community Room - Louisville

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Registered representative. Securities offered through Securities America, Inc., Member FINRA/SIPC. Advisory Services offered through WealthPLAN Partners. Welch Financial Planning, WealthPLAN Partners, and the Securities America companies are separate entities. This site is published for residents of the United States and is for information purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed. The Investment Fiduciary standard of care applies to advisory services only. Securities America and its representatives do not provide tax or legal advice; therefore it is important to coordinate with your tax or legal advisor regarding your specific situation.

We are licensed to sell insurance products in the following states: Colorado, Illinois.We are registered to sell Securities in the following states: CA, CO, FL, ID, IL, PA and Puerto Rico.

1790 38th Street, Suite 205 | Boulder, CO 80301 | Phone: 303.939.8766 | tron@welchfp.com

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