Member Event:: Retirement Planning Event

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Name: Member Event:: Retirement Planning Event
Date: December 13, 2018
Time: 5:30 PM - 6:30 PM MST
Event Description:
Many people cost themselves thousands of dollars in excess taxes and fees due to inefficient planning. We encourage you to attend this event to ensure you have all of your bases covered.
We assure you this educational presentation will be different!
  • Tax Smart Planning – learn how to structure your accounts to help keep more of what you have earned.
  • IRA’s / 401k’s / Roth IRA’s / Social Security – where to start, when to elect, and how to navigate the confusion.
  • Volatility – will you be prepared when the next crash happens? Do you have risk management practices in place?
  • Learn how to keep your IRA’s from taxing your Social Security.
  • Are you a planner or an investor? Understand the importance difference.
  • Understand how to keep your Social Security benefits from being over taxed?
Seating is limited! Please register online at
Trout Haven Resorts
810 Moraine Avenue
Estes Park, CO 80517
Date/Time Information:
Thursday, December 13, 2018, at 5:30 pm
Contact Information:
Oliver Asset Management
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