UPCOMING WORKSHOPS! In Person Workshops are Back!!
          Register Below to attend. No Charge to Attend. Space is limited!  😊

Wednesday, June 23, 2021   6pm-8pm
Douglas S. Buck Recreation Center, Santa Fe Room
2004 W. Powers Ave, Littleton, CO 80120

Thursday, June 24, 2021   3pm-5pm
Goodson Recreation Center, Room 4
6315 S. University Blvd, Centennial, CO 80121

Highlights: Retirement Planning Post COVID, Market uncertainty, investing safely without risk, preparing for social securtity and long term care costs, transferring wealth and getting your legal affairs in order.
Click to See Our Postcard & Register Below.

Can't make the workshop? I am offering a free, no obligation consultation. During the 45 minutes, we will discuss your goals for retirement and examine your current status. No decisions are made. It's just a time to talk through a road map that can get you on the right path.  If you are interested, simply complete the form below and our office will reach out to schedule your consultation.