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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
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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?…

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Free

Investment Planning

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

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Free

Understanding Medicare

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

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Free

Estate Planning (Wills and Trusts)

July 18 @ 6:00 pm - 7:00 pm
Wealth Management Center, 1729 Terry Street
Longmont, CO 80501 United States
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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?…

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Tax Planning Strategies

July 20 @ 6:00 pm - 7:00 pm
Wealth Management Center, 1729 Terry Street
Longmont, CO 80501 United States
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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 »
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