Free Seminars

Attend a free seminar in your neighborhood to enjoy a no-pressure and informative hour on complex and changing issues such as Social Security, taxes, estate planning and more.

 

Check Seminar Schedules or click on what might interest you.

SOCIAL SECURITY

ESTATE PLANNING

TAXES

PERA

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Do you wake up at night with any of these worries?

 

bullet point starStrategies Social Security may not tell you about

 

bullet point starThe power of “File & Suspend”

 

bullet point starSocial Security tax implications and how they may impact other investments

 

bullet point starDivorced and surviving spouse benefits

 

 

SEMINAR LOCATIONS

 

5445 DTC Parkway, Garden Level
Greenwood Village, CO 80111

 

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