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.
To fully enjoy retirement, you must have financial peace of mind. To have peace of mind, you need to have a plan. 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 Advisor in Colorado, for this informative class!
Nick is a member of the NFEC’s Personal Finance Speakers Association, a Certified Financial Education Instructor, a Certified Financial Educator, 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 (A+ rating and Age Friendly Business), 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.
For the past three years, Nick was an instructor at PPCC, where he taught adult financial literacy classes in Retirement Planning and Social Security Claiming Strategies. He also taught Personal Finance, Tax Planning, and Introduction to Annuities. For the past 2 years, he has been a speaker at the Successful Aging Expo and has filled the room each time.
Free admission, registration is required.
Phone: (719) 623-7433
2018/06/21 - 2018/06/28
Additional time info:
Registration is required. Please arrive 5-10 minutes before 6:00 p.m.