What is Your Plan?

1112 Washington Avenue,Golden CO 80401

09 August, 2021

Description

Free food & drinks while you learn how to create an estate plan/will/trust & how to build a solid tax free retirement plan. Our guest speaker, Melissa Dempsey (Heritage Law Solutions) will be taking us through a solid, air tight Estate Plan, give us pointers on how to create a Will/Trust and why it is important to have a Power of Attorney in place. Ed Judd (Five Rings Financial) will be giving us a Money 101. He will explain how to build a tax free retirement plan, protect our family with Living Benefits and walk us through how to make sure our children have money making savings!