Wealth Creation Today®

RSVP patti@welchfp.com

A personal finance course for ages 35 to 50

When:

Thursdays January 24 and 31
Or
Tuesdays January 29 and February 5

Where:

6pm to 8:30pm
Wolf Law Building
University of Colorado Campus

How to get to Wolf Law Building:

Directions to Wolf Law

The classroom prepared you for your career.  Now it’s time to take a deep dive into your financial future.  Your future financial success will be born out of the knowledge and decisions you put in place today.  Stress test your assumptions, priorities, biases and financial plan to bolster the future you are working towards.  You’ll feel empowered as we take you through 65 core topic areas – all thoroughly researched and laid out in easy-to-follow sections.

  • Life and wealth planning
  • Barriers to Wealth Accumulation
  • Tax Advantaged Investment Vehicles
  • Managing Family Finances
  • Financial Firewall
  • Investment Strategies

 

Tron D. Welch, CFP®, MBA, AIF® has taught financial workshops on the college level and has also been invited to speak on industry panels on behavioral finance and financial planning.  He is a graduate of Boulder High, a passionate CU Buffalo’s fan and enjoys getting out to enjoy all that Colorado has to offer.

Materials developed by FMT Solutions®

Tron is a registered advisor, securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker dealer, member FINRA/SIPC.  Advisory services offered through Cambridge Investment Research Advisors, Inc.  a Registered Investment Advisor.  Welch Financial Planning, LLC and Cambridge Investment Research, Inc. are not affiliated.