Estate Planning Class: March 21st

ESTATE PLANNING
March 21st, 6:30 pm

WHAT you will learn at this class

  • If a will or trust is right for you
  • If your trust is revocable or irrevocable
  • How to finalize last wishes
  • How to calculate the value of your estate
  • Strategies to minimize taxes
  • If a will or trust is right for you
  • If your trust is revocable or irrevocable
  • How to finalize last wishes
  • How to calculate the value of your estate
  • Strategies to minimize taxes

To register for the Estate Planning class call 719-278-9711 or fill out the form. 

Register

Presidential Wealth Management has educated thousands of Coloradans at our free financial education classes.  At this workshop you will learn how to make sure that your estate is settled according to your wishes. You will also learn how to avoid probate and learn about common issues that can complicate estate planning. 

The class will typically take an hour to cover core concepts and the basics of Estate Planning. After the presentation, your presenters will take questions from the audience. A selection of homemade treats from Brew Unto Others Coffee Shop will be provided, along with complimentary coffee.

This is not a sales presentation. Our workshops are a public service to the community and all are welcome to attend. If you know of family members, friends, or co-workers who could benefit from the workshop, feel free to invite them.

YOUR PRESENTERS

GREG WILLIAMS

A passion for fixed income, bonds, and the debt markets: That’s the passion Greg Williams exercises each day for his clients in helping them achieve predictable streams of income away from the extremes of equity investing.

An effective teacher with a real-world knowledge of debt structures and lending, he has conducted highly informative workshops on the idea of “lending out your money” – this turns the idea of buying bonds into a clearer perspective for investors as to how debt markets work. Bonds and notes generally represent a higher placement for returns than equities, which goes toward providing greater peace of mind for Gregory and his clients.

Gregory has been a Colorado resident for over forty years and is a graduate of Western State College in Gunnison. He lives with his wife of more than twenty years near Sedalia, CO, where they have raised their son and daughter (who are currently fulltime undergrads at the University of Denver). They have also owned, trained and cared for horses over the years.

A passion for fixed income, bonds, and the debt markets: That’s the passion Greg Williams exercises each day for his clients in helping them achieve predictable streams of income away from the extremes of equity investing.

An effective teacher with a real-world knowledge of debt structures and lending, he has conducted highly informative workshops on the idea of “lending out your money” – this turns the idea of buying bonds into a clearer perspective for investors as to how debt markets work. Bonds and notes generally represent a higher placement for returns than equities, which goes toward providing greater peace of mind for Gregory and his clients.

Gregory has been a Colorado resident for over forty years and is a graduate of Western State College in Gunnison. He lives with his wife of more than twenty years near Sedalia, CO, where they have raised their son and daughter (who are currently fulltime undergrads at the University of Denver). They have also owned, trained and cared for horses over the years.

JOHN AVERY

As a family man and a 28 year veteran of the financial services industry, John brings experience and perspective to his conversations about helping secure strong financial futures for his clients. With his experience he brings knowledge and insight to advising clients in areas of wealth building, investment management, and responsible, sustainable income alternatives. Most of all, what you can expect from John as your financial advisor is his commitment toward understanding and respecting each client relationship.

John—working closely with families and individuals—helps build a plan toward setting and realizing their goals—whether they involve enjoying a secure retirement, helping children and grandchildren obtain quality educations, or simply living the life they worked so hard to achieve.

John is a graduate of the University of Denver and holds FINRA Series 7,66,and 63 licenses in addition to Colorado Life, Health, and Variable Annuity licenses. John was one of the earliest advisers to join Presidential and has been with the firm virtually since its beginnings in 1990; he resides in the Littleton area with his wonderful wife Julia and their delightful and energetic daughter Lily.

As a family man and a 28 year veteran of the financial services industry, John brings experience and perspective to his conversations about helping secure strong financial futures for his clients. With his experience he brings knowledge and insight to advising clients in areas of wealth building, investment management, and responsible, sustainable income alternatives. Most of all, what you can expect from John as your financial advisor is his commitment toward understanding and respecting each client relationship.

John—working closely with families and individuals—helps build a plan toward setting and realizing their goals—whether they involve enjoying a secure retirement, helping children and grandchildren obtain quality educations, or simply living the life they worked so hard to achieve.

John is a graduate of the University of Denver and holds FINRA Series 7,66,and 63 licenses in addition to Colorado Life, Health, and Variable Annuity licenses. John was one of the earliest advisers to join Presidential and has been with the firm virtually since its beginnings in 1990; he resides in the Littleton area with his wonderful wife Julia and their delightful and energetic daughter Lily.

BRANDON WANN

Brandon T. Wann joined the Presidential team in May of 2013. Brandon takes a holistic approach to create a customized financial plan and strategy that aligns with your ambitions and goals. Brandon believes in taking the time to understand your unique family, retirement and investment objectives and aligning them with the proper financial products and services to ensure long term and consistent results.

Staying on top of the ebb and flow in the financial markets requires diligence. Brandon will ensure that your goals will continually be met with consistent and proactive reviews of your investment portfolio. Based on these reviews, Brandon will provide you with additional options to meet any economic and business cycle opportunity. Whether you’re saving for your future college bound child, saving for your retirement, or have a complex estate planning requirement, Brandon and the team at Presidential have the experience to create a solution for you.

Brandon graduated in 2008 from Colorado State University with his Economics Degree. Brandon is deeply rooted in Colorado and loves everything about the state. You will frequently find him enjoying the outdoors in various ways, sun or snow.

Brandon T. Wann joined the Presidential team in May of 2013. Brandon takes a holistic approach to create a customized financial plan and strategy that aligns with your ambitions and goals. Brandon believes in taking the time to understand your unique family, retirement and investment objectives and aligning them with the proper financial products and services to ensure long term and consistent results.

Staying on top of the ebb and flow in the financial markets requires diligence. Brandon will ensure that your goals will continually be met with consistent and proactive reviews of your investment portfolio. Based on these reviews, Brandon will provide you with additional options to meet any economic and business cycle opportunity. Whether you’re saving for your future college bound child, saving for your retirement, or have a complex estate planning requirement, Brandon and the team at Presidential have the experience to create a solution for you.

Brandon graduated in 2008 from Colorado State University with his Economics Degree. Brandon is deeply rooted in Colorado and loves everything about the state. You will frequently find him enjoying the outdoors in various ways, sun or snow.

BREW UNTO OTHERS COFFEE SHOP
119 S Main St, Lamar CO 81052

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