Classes

Are you ready for retirement?  Do you need a financial plan?  Our classes offered through Front Range Community College and AIMS Community College in Longmont, Loveland, Fort Collins and Greeley, can help you answer these questions. Classes are ongoing.

Financial Strategies for Successful Retirement

Focuses on investments, long-term health care, estate planning, lifestyle issues and pension options.  Are your investment returns keeping ahead of taxes and inflation?  What is the best place for your existing IRA accounts?  This course will show you how to protect your hard-earned assets from erosion due to inflation and the possible cost of long-term health care.

Successful Money Management Seminar

Focuses on money management, tax minimization, saving and investing, investment allocation, financial planning and reducing insurance costs.  While many financial planning seminars try to sell you something you do not want, we teach you about all types of investments so you can make informed choices.  This is not a seminar on budgeting or forced savings plans.  Our goal is to teach you how to seek maximum return from your money so you can accumulate more wealth and have more freedom in life.

To register for Longmont Classes Call 303-404-5465

To register for Loveland and Fort Collins Call 970-204-8686

To register for Greeley call 970-339-6213