Events

Loading Events
Find Events

Event Views Navigation

Upcoming Events

Events List Navigation

May 2017
Free

IRA’s, TAXES, AND SOCIAL SECURITY

May 23 @ 6:00 pm - 7:00 pm
Front Range Community College -FTC, 4616 S. Shields Street
Fort Collins, CO 80526 United States
+ Google Map

Are you aware of mistakes you may be making? Learn strategies that only the top percent of Advisors in the country are educated in to help protect your retirement during any economic environment. Plan now before it’s too late.   • Should You Draw Income From Your IRA/401(k)/Roth or Social Security First? • How to Increase Social Security Benefits. • Coordinating Benefits - Why Married Couples, or Those Divorced, Could Miss Out on Substantial Benefits. • Learn How to Keep…

Find out more »
Free

IRA’s, TAXES, AND SOCIAL SECURITY

May 31 @ 6:30 pm - 7:30 pm
Front Range Community College -FTC, 4616 S. Shields Street
Fort Collins, CO 80526 United States
+ Google Map

Are you aware of mistakes you may be making? Learn strategies that only the top percent of Advisors in the country are educated in to help protect your retirement during any economic environment. Plan now before it’s too late.   • Should You Draw Income From Your IRA/401(k)/Roth or Social Security First? • How to Increase Social Security Benefits. • Coordinating Benefits – Why Married Couples, or Those Divorced, Could Miss Out on Substantial Benefits. • Learn How to Keep…

Find out more »
June 2017
Free

Social Security & Retirement Income Planning Strategies

June 6 @ 6:00 pm - 7:00 pm
Wealth Management Center, 1729 Terry Street
Longmont, CO 80501 United States
+ Google Map

Transitioning into Retirement Seminars Oliver Financial Group is offering a series of classes to educate and assist you to make the best decisions for this next phase of your life. If you’re making the transition into retirement, these complimentary, informative seminars are for you! Join us to learn more about: How can I optimize my Social Security benefits? How can I make my savings last? What estate-planning documents do I need? What do I need to know about investment planning?…

Find out more »
Free

Investment Planning

June 8 @ 6:00 pm - 7:00 pm
Wealth Management Center, 1729 Terry Street
Longmont, CO 80501 United States
+ Google Map

 Transitioning to Retirement  Oliver Financial Group is offering a series of classes to educate and assist you to make the best decisions for this next phase of your life. If you’re making the transition into retirement, these complimentary, informative seminars are for you! Join us to learn more about: How can I optimize my Social Security benefits? How can I make my savings last? What estate-planning documents do I need? What do I need to know about investment planning? How…

Find out more »
Free

Tax Planning Strategies

June 15 @ 6:00 pm - 7:00 pm
Wealth Management Center, 1729 Terry Street
Longmont, CO 80501 United States
+ Google Map

Transitioning into Retirement Seminars Oliver Financial Group is offering a series of classes to educate and assist you to make the best decisions for this next phase of your life. If you’re making the transition into retirement, these complimentary, informative seminars are for you! Join us to learn more about: How can I optimize my Social Security benefits? How can I make my savings last? What estate-planning documents do I need? What do I need to know about investment planning?…

Find out more »
Free

Understanding Medicare

June 20 @ 6:00 pm - 7:00 pm
Wealth Management Center, 1729 Terry Street
Longmont, CO 80501 United States
+ Google Map

Transitioning into Retirement Seminars Oliver Financial Group is offering a series of classes to educate and assist you to make the best decisions for this next phase of your life. If you’re making the transition into retirement, these complimentary, informative seminars are for you! Join us to learn more about: How can I optimize my Social Security benefits? How can I make my savings last? What estate-planning documents do I need? What do I need to know about investment planning?…

Find out more »
Free

Estate Planning (Wills and Trusts)

June 22 @ 6:00 pm - 7:00 pm
Wealth Management Center, 1729 Terry Street
Longmont, CO 80501 United States
+ Google Map

Transitioning into Retirement Seminars Oliver Financial Group is offering a series of classes to educate and assist you to make the best decisions for this next phase of your life. If you’re making the transition into retirement, these complimentary, informative seminars are for you! Join us to learn more about: How can I optimize my Social Security benefits? How can I make my savings last? What estate-planning documents do I need? What do I need to know about investment planning?…

Find out more »
July 2017
Free

Social Security & Retirement Income Planning Strategies

July 5 @ 6:00 pm - 7:00 pm
Wealth Management Center, 1729 Terry Street
Longmont, CO 80501 United States
+ Google Map

Transitioning into Retirement Seminars Oliver Financial Group is offering a series of classes to educate and assist you to make the best decisions for this next phase of your life. If you’re making the transition into retirement, these complimentary, informative seminars are for you! Join us to learn more about: How can I optimize my Social Security benefits? How can I make my savings last? What estate-planning documents do I need? What do I need to know about investment planning?…

Find out more »
Free

Investment Planning

July 11 @ 6:00 pm - 7:00 pm
Wealth Management Center, 1729 Terry Street
Longmont, CO 80501 United States
+ Google Map

Transitioning to Retirement  Oliver Financial Group is offering a series of classes to educate and assist you to make the best decisions for this next phase of your life. If you’re making the transition into retirement, these complimentary, informative seminars are for you! Join us to learn more about: How can I optimize my Social Security benefits? How can I make my savings last? What estate-planning documents do I need? What do I need to know about investment planning? How…

Find out more »
Free

Understanding Medicare

July 13 @ 6:00 pm - 7:00 pm
Wealth Management Center, 1729 Terry Street
Longmont, CO 80501 United States
+ Google Map

Transitioning into Retirement Seminars Oliver Financial Group is offering a series of classes to educate and assist you to make the best decisions for this next phase of your life. If you’re making the transition into retirement, these complimentary, informative seminars are for you! Join us to learn more about: How can I optimize my Social Security benefits? How can I make my savings last? What estate-planning documents do I need? What do I need to know about investment planning?…

Find out more »
+ Export Events