Women Retiring With Confidence

Janurary 25th, Saturday 2 Classes: 10am - 11:30am OR 1pm - 2:30pm

At the Castle Rock Library - 100 S Wilcox St, Castle Rock, CO 80104

Learning about properly planning your finances can be stressful! Let's reduce the stress, and sleep better at night knowing we've made a solid plan for our futures!

All About Wills and Trusts

January 31st, Friday from 2pm - 3pm

At the 1st Bank in Belmar 550 S Wadsworth Blvd Lakewood, CO 80226

Estate Planning Attorney Tim Parks will guest lecture on the basic yet important elements of a comprehensive estate plan.  In our discussion, we will be looking at some of the detailed differences between Wills and Trusts with regards to estate planning.  We will examine the requirements for probate here in Colorado, and ways to avoid or minimize the probate process. We will discuss ways to manage disability, and other traditional planning tools. And we will finish up with putting you plan all together.

Social Security and Income Planning

February 8th Saturday, 10:30am - 12pm

At the Lakewood Rec Center- 1295 S Reed St, Lakewood, CO 80232

How to get the biggest Social Security benefit possible.

Social Security and Income Planning

February 12th Wednesday, from 6:30pm - 8pm

At the Lakewood Rec Center- 1295 S Reed St, Lakewood, CO 80232

How to get the biggest Social Security benefit possible.

Minimizing Taxes in Retirement

February 29th, Saturday 2pm - 3:30pm

At the Columbine Library - 7706 W Bowles Ave, Littleton, CO 80123

  • What is the Secure Act and how could it affect your retirement?

  • Learn about today's top strategies for minimizing taxes in retirement

  • How advanced tax planning software can instantly show you how to save money

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Upcoming Classes - EDUCATION ONLY 

Complimentary Financial Education Classes by CFP Jo-Ann Holst


"Many households are unfamiliar with even the most basic economic concepts needed to make sensible saving and investment decisions.


This has serious implications for saving, retirement planning, retirement, mortgage, and other financial decisions"

Dartmouth College Study

These unique classes are taught by Certified Financial Planner™ and Best Selling Author, Jo-Ann Holst.

Jo-Ann Has been teaching Social Security classes (and other retirement classes) for over ten years. Get an independent perspective, and essential tips for financial planning in today's economy. Classes are updated constantly to reflect the most up-to-date laws and strategies available. Individuals and couples who want to be in control and have financial freedom during retirement are encouraged to attend. Nothing will be sold. Planning and note-taking materials will be provided. Class sizes are limited, so save your seat by registering now!


Jo-Ann Holst Advisers Inc. is not associated with the Social Security Administration.  For specific questions regarding your retirement benefit, please visit www.ssa.gov or call 1-800-772-1213.

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.