America’s Retirement Store was founded by Presidential Brokerage out of a concern for the financial future of middle-class America. Our workshop is purely educational, and is not a sales pitch to sell any products or insurance. This workshop is unique in that we have combined the important highlights of estate and tax planning. All of us have heard at least one story of someone who didn’t have a plan. The workshop will give you peace of mind, direction, and education about effectively coordinating your assets and the new tax rules in retirement

 

Our workshops are always free and open to the public. Have a friend or associate that would like to come? Bring them with you or share with the buttons below.

 

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What you will learn at our workshop:

 

bullet point starIdentifying when a trust, will, or Power of Attorney is needed

bullet point starHow to correctly title assets

bullet point starHow to remove friction over inheritance

bullet point starCoordinating taxes in inheritance

bullet point starWays to secure the future for special needs dependents

bullet point starHow to leave a legacy and be remembered for generations to come

bullet point starHow taxes can impact your Social Security filing and your surviving spouse

bullet point starMissed Colorado tax breaks you qualify for as a retiree

bullet point star…and more!

 

If you have questions, call Natalie at 303-694-1600.

 

 

Two seminar locations:

 

Greenwood Village

5445 DTC Parkway, Garden Level
Greenwood Village, CO 80111

 

 

Loveland

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