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.
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:
The most up-to-date information on the tax reform law and how your retirement could be affected
Today's top strategies for minimizing taxes in retirement
How changes made today can avoid tax "time bombs" during retirement
How to prevent the RMD "tsunami" by planning for your Required Minimum Distributions
Why diversifying your taxes is as important as diversifying your investments
How to find the fees in your investments (even the hidden ones)
What are the average fees other savers are paying
How fees affect your returns
How different types of financial planners charge for their services
How to minimize losses during volatile markets
All about stock options, stops and alerts
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.
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.