Will I have Enough to Retire?

Complimentary class with CFP Jo-Ann Holst

WHEN: May 1st, Wednesday from 6:30pm to 8pm

WHERE: 1st Bank of Belmar

550 S Wadsworth Blvd, Lakewood CO 80226

The big question that every person approaching retirement is asking: will I have enough to retire? Don't guess, know. Attend this complimentary class and find out what steps you can take to build a comprehensive retirement plan.  Retire with excitement and confidence, knowing your money will last as long as you do.

This is not an annuity sales meeting, this is financial education.

What you will learn:

  • Calculate when/if you might run out of money in retirement 

  • How forecasting software takes the guesswork out

  • Income planning - how to create a retirement paycheck

  • How to create a realistic retirement budget

  • How taxes affect your income plans

  • How to consolidate and organize all of your retirement accounts

  • Which accounts you should draw from first

  • The importance of a written, updated financial plan

  • Learn how to identify what fees you're paying now

"When will I have enough to retire? That's the number one question I hear as a CFP. I've created this workshop to help individuals set their retirement date with confidence."

   

Jo-Ann Holst

You should attend if you..

  • Are single or married and are considering retiring soon

  • Are already retired and wondering how to make your income last

  • Are considering cutting back to part-time work soon

  • Are wondering how much longer you need to work

  • Are wondering which investment types are appropriate for your life stage

  • Have a small pension or no pension to cover income needs in retirement

  • Are concerned about minimizing taxes in retirement

  • Would like to understand your 401k or IRA statements better

  • Would like to understand your current retirement account fees better

  • Want to learn how to turn retirement accounts into income streams

Why this class?

  • Helpful handouts and planning materials to take home

  • Taught and developed by Certified Financial Planner Jo-Ann Holst

  • Nineteen years industry experience

  • EDUCATION ONLY! No sales, feedback is optional

  • Convenient location in 1st Bank of Belmar conference room

  • It's COMPLIMENTARY! Why?  Because it's a great way for us to get known in the community.  Think of it like the best free sample you'll ever get.

How to register

  • Fill out online registration form (easiest)

    • Your information will be used only for registration purposes and will be kept confidential​

  • Call 720-287-5880

  • Email info@joannholstadvisers.com

Space is limited, please RSVP. Reservations will be honored on a first-come, first-served basis.  Classes usually repeat monthly, check back for more upcoming class dates and topics.  Can't make this class? click below to see other class topics and dates. 

Registration Form

Completing this from will send a message to the host requesting a seat reservation.  Please indicate which class and date you'd like to attend.  Your information will only be used for reservation purposes and will be kept confidential.  If you are unable to attend, we will notify you about other upcoming class dates.

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.