Seminars
Empowering Women Dinner Seminars – Women Only
Women have spent a lifetime using their strengths making smart decisions in their lives. They tend to be great at multi-tasking, developing relationships, communicating and working together so why not apply those same strengths to managing their money? Join us for networking, dinner and fun and see how these same attributes can positively impact your financial future.
We are passionate about working with women and invite you to learn how to avoid the 7 most common financial pitfalls women make! You will learn:
- Why women are at a greater financial risk than men in retirement and what they can do about it
- Why your purpose in life should be the foundation of your wealth plan
- How to feel more confident in your ability to make great financial decisions
- The seven most common financial pitfalls women make and how to avoid them
- How to create an income you cannot outlive so you don’t become a burden to your family
- Why planning for healthcare costs, including Long Term Care is critical and easier then you may think
- How to create tax-FREE income at retirement and leave tax-FREE money to your beneficiaries
- How to avoid the mistake 74% of Americans make when electing Social Security
Choose the date and time that best fits your schedule and call now to reserve your seat. Expect to obtain some meaningful information with none of the usual financial doubletalk. This is an educational seminar,
no products will be sold.
| Seminar Dates | Seminar Locations | Seminar Times |
|---|---|---|
| May 14 | Rustic Oven Harmony – Ft. Collins | 6:00 p.m. |
| May 16 | Rustic Oven Harmony – Ft. Collins | 6:00 p.m. |
| September 10 | Location To Be Determined | 6:00 p.m. |
| September 12 | Location To Be Determined | 6:00 p.m. |
Please call our office at 970-674-1000 or Contact Us if you are interested in attending an upcoming seminar – SEATING is LIMITED. There is NO obligation – NO Agents or Advisors please.
Money Monday Workshops – Women Only
Our Vision:
Our vision is to create a world where every woman is clear to her needs and desires; engaged in her own financial affairs and confident in using her natural strengths when making financial decisions.
Our Mission:
Our mission is to inspire and empower women to embrace their financial responsibilities with purpose and conviction and to encourage them to become more aware and accountable to the security of their future and committed to achieving financial clarity and confidence.
We feel the best way to do this is to work with our clients on an one-on-one basis and to provide small educational workshops.
You can attend any or all of the following workshops.
| Seminar Dates | Seminar Locations | Seminar Times |
|---|---|---|
| May 13 Bills, Budgets and Balance | Perkins for Pie 6020 Stallion Dr. Loveland off of Crossroads | 6:30 p.m. |
| June 10 Summer Workshop Life by Design, Maximizing SS and Private Financing | Perkins for Pie 6020 Stallion Dr. Loveland off of Crossroads | 6:30 p.m. |
| July 15 Summer Workshop Healthcare & LTC with Asset Allocation & Creating and Income You Can’t Outlive | Perkins for Pie 6020 Stallion Dr. Loveland off of Crossroads | 6:30 p.m. |
| Awesome August Family Time – No Workshops this month | ||
| September 16 Creating Your Life by Design & Maximizing SS Income | New Location & Time! 1635 Foxtrail Dr. Loveland off of I-25 & Hwy 34 | 6:00 p.m. |
| September 23 Private Financing (Family Bank) & Tax Free Retirement | New Location & Time! 1635 Foxtrail Dr. Loveland off of I-25 & Hwy 34 | 6:00 p.m. |
| September 30 Asset Allocation & Creating an Income for Life! | New Location & Time! 1635 Foxtrail Dr. Loveland off of I-25 & Hwy 34 | 6:00 p.m. |
Please call our office at 970-674-1000 Ext. 3 or Contact Us if you are interested in attending an upcoming workshops – SEATING is LIMITED. There is no cost for the workshops but we are asking for a voluntary donation in any amount that will be given to the A Friend 4U Organization. A Friend 4U is dedicated to giving support and encouragement to those experiencing unplanned pregnancy in Northern Colorado through one-on-one friendship and connecting their needs to community resources. For more information go to www.afriend4u.org. NO Agents or Advisors please.
Money Monday Workshops – Women Only
• Defining Your Retirement Needs – Life by Design Pyramid
Would you be surprised to know that people spend more time planning their vacations then they do retirement? Come learn how to clearly define your needs and desires and identify how identify much money your need to support your retirement lifestyle. Our goal is to help you get retired and stay retired!
• Maximizing Social Security Income
It’s shocking but true that 74% of Americans leave money on the table when they elect their Social Security Income. Don’t let this happen to you! Come learn how Social Security works and how to maximize your monthly benefit!
• Private Financing Strategy – Creating Your Own Family Bank
Every financial decision you make involved financing in one-way or another. Either you use someone else’s money by way of a loan, or you use your own money and lose the opportunity to do something else with those assets. Come learn this Private Financing Strategy where you’ll recapture, reuse and recycle the interest you pay to financial institutions and turn the velocity of interest in your favor, not the banks!
• Preparing for Healthcare and Long Term Care Costs
More then 50% of all bankruptcies occur due to unpaid medical bills! Do you know what your financial exposure is in the event of a major illness or injury? Do you know that there are penalties for not properly electing Part D Drug Coverage? Who’s going to take care of you when your activities of daily living decline? Come learn if a “Use-it-or-lose-it” plan or “Have it in case you need it” plan works best for you.
• Asset Allocation & Creating an Income You Can NOT Outlive
Are your assets allocated to protect you against loss? Do you know how much Red Money, Yellow Money and Green Money you have? Are you in line with the Rule of 100? Come learn how to properly allocate your portfolios so you can retire on your own terms without the fear of having to return to work!
Also learn how to avoid the number one fear most retirees have – Outliving Their Money. Does that concern you too? Come learn how you can create your own “personal pension” with guaranteed safety and growth and learn how you can run out of money and still get an income! Very exciting stuff!
• Bills, Budgets and Balance – Do you have more month then money? Do you procrastinate going to the mailbox in fear of more bills? Or do you just want to get organized with your money? If so, you’ll want to attend this workshop. We take a simplistic approach to paying Bills, creating a Budget and bringing Balance to your money and your life. This workshop is also good for your teen and young adult daughters.
• Faithfully Fit – People work a lifetime accumulating wealth sacrificing their health, only to later spend their wealth to restore their health. Don’t let this happen to you! Come learn how to avoid this cycle and save on your health care costs!
Please call our office at 970-674-1000 Ext. 3 or Contact Us if you are interested in attending an upcoming workshops – SEATING is LIMITED. There is no cost for the workshops but we are asking for a voluntary donation in any amount that will be given to the A Friend 4U Organization. A Friend 4U is dedicated to giving support and encouragement to those experiencing unplanned pregnancy in Northern Colorado through one-on-one friendship and connecting their needs to community resources. For more information go to www.afriend4u.org. NO Agents or Advisors please.
