When preparing a solid retirement plan, one aspect that cannot be overlooked is the importance of strategies and actions to lower tax liability. There are a number of options available that have the potential of significantly reducing tax burdens on various forms of retirement income.


Our workshop, Controlling Taxes in Retirement, provides an overview of possibilities that can be applied in common scenario. Individual situations are always unique, come see us for a complementary Discovery Session if you want a personal analysis from one of our financial advisors.

Controlling Taxes in Retirement and what you will learn at this workshop:


bullet point starTax smart Social Security planning

bullet point starDoes a Roth conversion make sense?

bullet point starCompany stock in retirement plans

bullet point starColorado tax breaks for retirees

bullet point starTax smart legacy planning

bullet point starBusiness exit strategies


Seminar locations:


Greenwood Village

5445 DTC Parkway, Garden Level
Greenwood Village, CO 80111


Colorado Springs

University Village Center
5214 North Nevada Avenue, #100
Colorado Springs, CO 80918



The Promenade Shops at Centerra
5943 Sky Pond Drive, Building E Unit 118
Loveland, CO 80538

Highlands Ranch

Residence Inn
93 Centennial Blvd
Highlands Ranch, CO 80126



20000 Pikes Peak Avenue
Parker, CO 80138



Susan M. Duncan Family YMCA
6350 Eldridge St.
Arvada, 80004