Upcoming Classes

Wealth Creation Today®

Geared toward ages 35 to 50

Presented at the University of Colorado, Wolf Law Building, Room 300

TUESDAYS

FEBRUARY 6TH & 13TH
FROM 6–9 PM

OR

THURSDAYS

FEBRUARY 8TH & 15TH
FROM 6–9 PM

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

CLICK HERE TO REGISTER


Retirement Planning Today®

Geared towards ages 50 to 70

Presented at Louisville Recreation Center

TUESDAYS

FEBRUARY 27TH & MARCH 5TH
FROM 6–9 PM

OR

THURSDAYS

FEBRUARY 29TH & MARCH 7TH
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.

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

CLICK HERE TO REGISTER


Past Classes 

Retirement Planning Today®

Geared towards ages 50 to 70

Presented at Louisville Recreation Center

TUESDAYS

OCTOBER 10TH & OCTOBER 17TH
FROM 6–9 PM

OR

THURSDAYS

OCTOBER 12TH & OCTOBER 19TH
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.

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

REGISTRATION NOW CLOSED! 


Wealth Creation Today®

Geared toward ages 35 to 50

Presented at the University of Colorado, Wolf Law Building, Room 300

TUESDAYS

SEPTEMBER 26TH & OCTOBER 3RD
FROM 6–9 PM

OR

THURSDAYS

SEPTEMBER 28TH & OCTOBER 5TH
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

REGISTRATION NOW CLOSED!


Passport to Retirement

Geared toward ages 50-70

Presented at Boulder JCC

TUESDAYS

MAY 16TH & 23RD
FROM 6–9 PM

OR

THURSDAYS

MAY 18TH & 25TH
FROM 6–9 PM

Topics Include:

  • Define and Create Your Retirement
  • Protect Your Health and Wealth
  • Assess the Costs
  • Evaluate Your Income and Retirement Plans
  • Manage Your Estate

 

REGISTRATION NOW CLOSED!


Wealth Creation Today®

Geared toward ages 35 to 50

Presented at the University of Colorado, Wolf Law Building

TUESDAYS

JANUARY 24TH & 31ST
FROM 6–9 PM

OR

THURSDAYS

JANUARY 26TH & FEBRUARY 2ND
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

REGISTRATION NOW CLOSED!

Couple planning a trip looking at a map with dog in tent in Colorado

Retirement Planning Today®

Geared towards ages 50 to 70

Presented at Louisville Recreation Center

TUESDAYS

FEBRUARY 21ST & 28TH
FROM 6–9 PM

OR

THURSDAYS

FEBRUARY 23RD & MARCH 2ND
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.

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

REGISTRATION NOW CLOSED!

Older couple having fun with grandchild because they found Welch Financial Planning for retirement  planning