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Critical Tax Strategies for Financial Planning

Presented at the University of Colorado, Wolf Law Building

Section 1:  Tuesday, January 21st 6pm to 8pm

Section 2:  Thursday, February 27th 6pm to 8pm

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.

REGISTER FOR TAX PLANNING SECTION 1: JANUARY 21ST

REGISTER FOR TAX PLANNING SECTION 2: FEBRUARY 27TH



College Tuition 101:  Informed use of Assets

Presented at the University of Colorado Wolf Law Building

Wednesday, February 19th 6pm to 8pm

 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 


Register for College Planning February 19th


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

Register for Wealth Creation Today


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

REGISTER FOR RETIRE WITH SUCCESS SECTION ONE: 2/5 AND 2/12

REGISTER FOR RETIRE WITH SUCCESS SECTION TWO: 2/15 AND 2/22


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.  

Register for Medicare and Healthcare in Retirement