Past Classes
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!
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!
