Retirement Planning Today®

Geared towards ages 50 to 70

Upcoming Sessions Offered: Tuesdays 10/8 & 10/15 OR Thursdays 10/10 & 10/17

Presented at the Louisville Recreation & Senior Center 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

Wealth Creation Today®

Geared toward ages 35 to 50

Upcoming Sessions Offered: Tuesdays 9/17 & 9/24 OR Thursdays 9/19 & 9/26

Presented at the University of Colorado, Wolf Law Building 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