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Image of Peter giving financial planning seminar in Fort Collins Colorado

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.

Upcoming Workshops:

Wealth Protection Workshop - Loveland

This workshop, for individuals 55 and over, will be co-presented by myself and local Estate Planning Attorney Peter Scott. 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 healthcare 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 associated with long-term illness.

This workshop will be presented at:

LOCATION: Loveland Chilson Center

Date: March 28, 2012 1:30 p.m. - 3:30 p.m.

CALL 267-9666 TO RESERVE YOUR SEAT!