The Loveland Experience

In this episode of the Eagle’s Nest podcast: Keith Weinman and Laura give an inside look at what goes on at Presidential Wealth Management’s Loveland office and why their teamwork, contributions, and personalities are so valued by our clients and the rest of the Presidential family.

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Latest Job Report Numbers, Market Climbs to New Highs, New Proposal on Estate Tax Exemptions

Episode 50 of The Eagle’s Nest podcast: Jason McBride and Bruce Larsen discuss the just-released jobs report data, the big jump in the market, and a new proposal to reduce estate tax exemptions.

If There’s a Recession Coming, Nobody Told the Market: Friday the 13th Edition

Episode 44 of The Eagle’s Nest podcast: It’s Friday the 13th! Taylor Leary and Jason McBride discuss the strength of the market, rumors of an upcoming recession and the move to privatize Fannie Mae and Freddie Mac.

Women, Money, and Power

Women, Money, and Power is a presentation and dinner event for women, by women. learn who you are financially and why you need a financial plan.

Special Needs Planning Class: May 11th or May 15th

This class provides knowledge, tools and strategies from 4 professionals specializing in aiding families with children with disabilities to help you provide the long, happy life you dream of for your special needs child.

The Eagle’s Nest Podcast: Are You Getting Hoodwinked When Applying For Your Social Security Benefits?

In Episode 19 of The Eagle’s Nest, Jason and Bruce look at a serious issue: individuals going to the Social Security office and being given misleading or outright false information that negatively impacts their retirement benefits.

Special Needs Planning Class: March 16th

This class provides knowledge, tools and strategies from 4 professionals specializing in aiding families with children with disabilities to help you provide the long, happy life you dream of for your special needs child.

Bluerock Real Estate Investment Trust Presentation

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.

Denver and Loveland Social Security Class: November 13th or 15th

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.

Should You File for Social Security When You File for Medicare?

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.

Social Security Workshop in Highlands Ranch October 9th and October 11th

Senior couple with social security questions.

This free Social Security workshop will be held at the Eastridge Rec center on October 9th and October 11th at 6:30 pm. The workshop will teach attendees the most common strategies and filing situations for individuals and couples. Registration is free, attendance is limited. A light dinner and refreshments will be provided.

Social Security Workshop in Highlands Ranch October 9th and October 11th

Senior couple with social security questions.

This free Social Security workshop will be held at the Eastridge Rec center on October 9th and October 11th at 6:30 pm. The workshop will teach attendees the most common strategies and filing situations for individuals and couples. Registration is free, attendance is limited. A light dinner and refreshments will be provided.

Guggenheim Presentation on Handling Market Pullbacks on April 25th in Colorado Springs

Investor emotion during market pullback

Join us on April 25th for Guggenheim’s presentation Putting Pullbacks in Perspective. This presentation will cover the historical trends and data related to market pullbacks and recessionary periods with a focus on advising investors to deal with market pullbacks and a recession with an eye toward sound decisions and to avoid making emotional choices which could […]

A Concise Guide to Taxes in Retirement Updated for Trump’s 2018 Tax Code Changes

2018 A Concise Guide to Taxes in Retirement now Available

Bruce Larsen’s A Concise Guide to Taxes in Retirement has just been updated for the extensive changes to the 2018 tax code. Bruce’s book was written with middle-class and upper-middle class individuals in mind. It lays out a number of scenarios and situations where a retirement plan or other aspects of retirement income or assets […]

March Workshops in Colorado Springs

colorado springs socail security and medicare workshops march 2018

Presidential Wealth Management will be holding two free workshops in March at our Colorado springs workshop. On March 20th at 6:30 pm we will be hosting our Social Security & You workshop. This workshops focuses on teaching people how to best make Social Security benefits work for your individual retirement plan. The workshop covers a […]

2018 Volley4Charity Tournament Raising Funds and Awareness

Volley4Charity, formerly known as Volley4JDRF, started from the seed of a small tournament in 1998 called “Hannah’s Hope.” The original tournament was hosted to raise funds and awareness for juvenile diabetes. Since then the charity and the community around has evolved and transformed, and today is known as Volley4Charity. Volley4Charity has raised hundreds of thousands […]