Class Schedule

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Get Notified of Future Seminar Dates

If none of the dates above work for you, please call or email us at 720-588-2000 or and we will add you to the list to be notified of future seminar dates

Why Attend

This course is a comprehensive personal finance course for those in the early stages of retirement or those about to retire. It addresses difficult retirement decisions such as Income Planning, Social Security Maximization, and the pitfalls to avoid.

Who Should Attend

  • Individual and couples between the ages of 50 and 70
  • Those concerned about our financial markets & wanting to prepare for the next recession
  • Investors looking for new perspectives and ideas
  • Baby Boomers looking for guidance based on recent academic research

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What You're Going To Learn

Investing & Minimizing Taxes in Retirement

No one likes to pay taxes.  We'll show you ways to reduce your tax liabilities.

Optimal Asset Allocation

Where should you be directing your assets?  We'll explain the available options.

How the Rules of Retirement Have Changed

Retirement is not as simple as it was for our parents!  Today's rules require strategic planning.

Questions to ask a Potential Advisor

Before you trust someone with your financial future, we'll tell you what questions to ask.

When to Take Social Security

Nothing generates more questions and confusion than Social Security.  We'll give you the facts and figures.

How to Develop an Income Plan

We'll show and explain options for creating ongoing monthly income during your retirement years.

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Tuition Includes:

  • 2 Course Sessions including live Q&A with two fiduciary Financial Advisor Representatives
  • Retirement Course Workbook to follow in class
  • 44 Social Security Secrets Guide
  • Creating Lifetime Income Guide
  • Spouses attend FREE

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Course Instructors

John GoodhueFiduciary Advisor

John practiced law in the areas of finance and securities and consulted with many companies going through the public offering process. As a result he learned how the ultra wealthy really invest their money which is opposite to what most people do today. John began a wealth management company where he helps retirees live a stress and anxiety free retirement by using the same rules the ultra wealthy use to grow and preserve their money.

Brian GrayFiduciary Advisor

As a part of an elite group of Advisors, clients and advisors turn to Brian for his in depth knowledge of retirement planning. Featured in Fortune, Money and Fox Business. Brian has a passion for educating and helping people setup solid plans for happy retirement.

Ray SteinFiduciary Advisor

After spending over 5 years educating others to trade stocks, options, futures and Foreign Exchange markets, Raymond enjoys making complex financial concepts easy to understand including how to utilize today's financial tools in retirement. Raymond graduated from the University of Colorado, earned his Finance degree and holds a Series 65 Investment Advisor Representative, Life and Health licenses.