Wealth Creation Today®

Geared toward ages 35 to 50

Presented at the University of Colorado, Wolf Law Building

This course provides indispensable tools to avoid mistakes and recognize innovative 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 the Louisville Recreation & Senior Center 

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.

Subjects covered:

  • How long will your money last?
  • Staying on top of new tax laws
  • Strategies to minimize taxes
  • Roth IRA Conversions
  • Considerations before retiring early