Calendar
I enjoy speaking about investment planning to interested groups in venues throughout Northern Colorado. You can find me on a fairly regular schedule at locations in Fort Collins, Greeley, Windsor, and Loveland. I talk frankly about money topics that will be of interest to everyone.
There is usually no fee to attend and nothing will be sold at my workshops. If a registration fee is involved, it will always go directly to benefit the facility where I am speaking. If you represent an organization that might be interested in having me speak, please contact me to schedule a date.
Key Topics for 2010:
Should you be Considering a Roth IRA Conversion?
Market Review for March, 2010 - Is it Time to Abandon Bonds?
Upcoming Workshops:
Estate Planning & Wealth Protection
This 5-week workshop is offered by the Osher Lifelong Institute at CSU. I will co-present with four other local legal and insurance experts on the key concepts relating to estate planning and wealth protection. Each weekly two-hour session will tackle a different key concept and will be led by a different expert.
This workshop will be presented at:
LOCATION: Colorado Welcome Center, 3745 E. Prospect Avenue, Fort Collins
Date: Monday, October 4, 2010 10:00 a.m. - 12:00 p.m. (and the same day/time for the following four weeks)
CALL (970) 491-7753 TO BECOME AN OSHER MEMBER AND TO REGISTER FOR THIS COURSE.
Or, visit Osher's website at www.learn.colostate.edu/courses/OSHR/OSHR1389.dot
Wealth Protection Workshop
This workshop, for individuals 55 and over, will be co-presented by a local team that includes an Estate Planning Attorney, a CERTIFIED FINANCIAL PLANNER™ professional, and a Long-Term Care Specialist. Update yourself on expected changes to Federal tax laws, Social Security rules, and Medicaid/Medicare. Hear how you can help protect your wealth from the triple threat of taxes, stock market declines, and escalating health costs. Learn how you can avoid probate court and help protect your heirs' inheritance from creditors. See how you can potentially generate reliable, tax-efficient income from your retirement savings. Lastly, hear how you can help shield your family from the ever-increasing costs assoicated with long-term illness.
This workshop will be presented at:
LOCATION: Chilson Recreation Center, 700 E. 4th Street, Loveland
Date: Thursday, October 8, 2010 1:30 p.m. - 3:30 p.m.
CALL 267-9666 TO RESERVE YOUR SEAT!
