This is a free two-part series of classes for adults 18 and up wanting to find out how best to plan for their retirement.
Week 1 covers defining your ideal retirement, income planning, and investing for the future. Week 2 covers tax planning, healthcare planning, legacy planning, and steps to a retirement plan. Included in the class is a one-on-one personal planning consultation.
Join Nick Naseman, founder of Iron Mountain Financial, an independent registered investment adviser in Colorado, for this informative class! Nick is a Certified Financial Education Instructor, and a Retirement Income Certified Professional and has been featured in the Wall Street Journal’s Colorado Premier Financial Advisors. He is also a member of the Association of Financial Educators, the National Ethics Association, the Senior Resource Council, the National Federation of Independent Business, Better Business Bureau, Tri-Lakes Chamber of Commerce, and the Consumer Advocate Financial Network. Nick authored the consumer guide, “Who do Your Trust? 8 Steps to Selecting the Right Financial Advisor” and was honored to write the forward to Roccy DeFrancesco’s book, “Peace of Mind Planning” and enjoys being a guest on local radio.