SAVE YOUR SEAT

Do you have retirement termites?
They're quietly eating away at your money, these unseen forces we call retirement termites. Learn how to protect your hard earned dollars from taxes, fees and market losses.
On average,"nearly one out of every three dollars spent by high-income retirees goes to taxes," according to a study by Lincoln Financial Group.
Learn about the simple changes you can make now, that will have a big impact later, at this one-of-a-kind event.

 When you complete this form, your information will be kept confidential, and will not be distributed to any other organizations or persons. Once the form is submitted, we will contact you to confirm your reservation. If you're unable to attend, we'll let you know about future class dates, unless you ask us not to.  See our Privacy Policy.

RETIREMENT TERMITES

How to minimize taxes, fees and market losses

WHEN: Tuesday, June 25th from 6:30pm to 8pm

WHERE: at the 1st Bank of Belmar

550 S Wadsworth Blvd, Lakewood CO 80226

WHO: Key Speaker Jo-Ann Holst

Certified Financial Planner, local CEO Jo-Ann Holst has been featured on TV programs Colorado's Best, Colorado and Company, the publication Investment News and has an Amazon Best Selling book.  See more below.

What you will learn:

Excessive taxes

  1. The most up-to-date information on the tax reform law and how your retirement could be affected

  2. Today's top strategies for minimizing taxes in retirement

  3. How changes made today can avoid tax "time bombs" during retirement

  4. How to prevent the RMD "tsunami" by planning for your Required Minimum Distributions

  5. Why diversifying your taxes is as important as diversifying your investments

 

Overpaying fees

  1. How to find the fees in your investments (even the hidden ones)

  2. What are the average fees other savers are paying

  3. How fees affect your returns

  4. How different types of financial planners charge for their services

 

Market losses

  1. How to minimize losses during volatile markets

  2. All about stock options, stops and alerts

  3. Annuities: the pros and cons

ABOUT JO-ANN HOLST

Jo-Ann is an independent, Certified Financial Planner™ and Best Selling Author with a vast background in financial planning.  She has nineteen years of experience in the securities, insurance, and commodities industries.  

 

Jo-Ann personally developed all of her financial education classes and has been teaching classes for ten years in Colorado.  She specializes in comprehensive financial planning that covers the many needs that arise in retirement.  She brings the competing worlds of money together by offering both low-risk insurance products and market investments.

Register Now

 When you complete this form, your information will be kept confidential, and will not be distributed to any other organizations or persons. Once the form is submitted, we will contact you to confirm your reservation. If you're unable to attend, we'll let you know about future class dates, unless you ask us not to.  See our Privacy Policy.

Email: info@joannholstadvisers.com

Address: 550 S. Wadsworth Blvd, Unit 401

Lakewood, CO 80226

​© 2015 by Jo-Ann Holst Advisers Inc.

Investment Adviser Representative of and investment advisory services offered through Royal Fund Management, LLC a SEC Registered Adviser. Not all investments will be suitable or profitable for a specific client's portfolio. Insurance products may be recommended. 

Email: info@joannholstadvisers.com

Lakewood address: 550 S. Wadsworth Blvd - Suite 401 Lakewood, CO 80226     

Lone Tree Address: 10375 Park Meadows Drive – Suite 480 Lone Tree, CO 80124

​© 2019 by Jo-Ann Holst Advisers Inc.

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Complimentary consultation available only to qualified candidates possessing a specified minimum of investible assets. Investment Adviser Representative of and investment advisory services offered through Royal Fund Management, LLC a SEC Registered Adviser. Not all investments will be suitable or profitable for a specific client's portfolio. Insurance products may be recommended.  Financial advisers serving the Greater Denver area.