Estate Planning for Everybody | January 23rd, 6:30 pm in Colorado Springs
Our workshop is purely educational, and is not a sales pitch to sell any products, or insurance. This workshop
is unique in that we have combined the important highlights of Estate and Tax planning. All of us have heard
at least one story of someone who didn’t have a plan. The workshop will give you peace of mind, direction,
& education about effectively coordinating your assets and the new tax rules in retirement.
ESTATE PLANNING FOR EVERYBODY
January 23rd, 6:30 pm
Greenwood Village, Loveland, Colorado Springs
What you will learn at our Estate Planning workshop:
5214 N. Nevada, Bldg. Suite #100
Colorado Springs, CO 80918
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This free Social Security workshop will be held at 6:30 pm on November 13th and November 15th. The workshop will teach attendees the most common strategies and filing situations for individuals and couples. Registration is free, attendance is limited. A catered, full-service buffet will be provided.
There are several reasons why enrolling in Medicare as soon as you’re eligible is in your best interest—both for your finances and for your coverage options. It can be tempting to file for Social Security while enrolling in Medicare or right after Medicare enrollment, but a wrong choice could cost you tens of thousands of dollars.
Don’t miss the Medicare open enrollment window. Open enrollment begins October 15th and ends December 7th.