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College Tuition 101:  Informed use of Assets

Whether or not you have saved for college we have strategies that could help you reduce the cost of college tuition, through strategic use of college savings, loans and college selection.                     

LEARN TO:

  • Evaluate the value of your top schools
  • Strategically combine funding sources
  • Reduce the cost of college
  • Protect retirement for parents and college students

       Saturday November 16th 9am to 11am

ALFALFA'S COMMUNITY ROOM IN LOUISVILLE


PLEASE REGISTER here TO ATTEND COLLEGE PLANNING


Retirement Planning Today®


Section One:

Tuesdays October 22nd and 29th  6pm to 8:30pm

Section two:

Saturdays October 19th and 26th 9am to 11:30am

Due to recent tax law changes, an uncertain future for Social Security and the shift toward employee-directed retirement plans, the need for sound financial strategies has never been greater.  In straightforward language, this class explains time-tested strategies that help you to make informed financial decisions.  

Course Outline:

  • Life Planning for Retirement
  • Retirement Needs & Expenses
  • Retirement Roadblocks and Mistakes
  • Retirement Income Sources
  • Retirement Plan Distributions
  • Investments
  • Risk Management and Asset Protection
  • Estate Planning

If you know of anyone who could benefit, please feel free to forward this email and encourage them to attend.

HELD IN LOUISVILLE, CO



PLEASE Register to attend Retirement Planning Today 





PAST WORKSHOPS:




Wealth Creation Today®

Offered in the fall and spring each year

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? 


Course Outline
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