Questions about benefits, pensions or retirement accounts?
Schedule a FREE Discovery Session today!

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Baby Boomers are facing an entirely different set of issues regarding Social Security than earlier generations. Some of the topics covered at our workshop include:

  • Strategies Social Security may not tell you about
  • The power of “File &Suspend”
  • Social Security tax implications and how they may impact other investments
  • Divorced and surviving spouse benefits

…and more about the 100s of possible choices.

Find the answer to these questions and more at our FREE educational Social Security workshop.



5445 DTC Parkway, Suite #1100
Greenwood Village, CO 80111
Phone: 303-694-1600
Fax: 303-694-9185
Toll Free: 800-230-1288


5214 N. Nevada Ave.
Bldg. E, Suite #100
Colorado Springs, CO 80920
Phone 719-278-9711
Fax 719-278-9713
Toll Free 888-823-1288


The Promenade Shops at Centerra
5943 Sky Pond Drive, E-118
Loveland, CO 80538
Phone: 970-776-7500
Fax: 970-776-7501
Toll Free: 877-636-0906