Date: November 5, 2019
Time: 11:30am – 1:30pm
Instructor: Frank Oliver, Oliver Asset Management
Location: LAR, 420 Kimbark St., Longmont
CE Credit: None
Cost: Free, includes lunch!
The foundation for Financial Education Presents a financial education workshop hosted by Oliver Asset Management. The focus of this workshop will be Financial Pitfalls and the following topics will be discussed.
- Defining the 3 stages of your financial life
- The importance of tax strategies
- Retirement planning
- Exit strategies
- “One size fits all” advise
- Planning for college, death, disability, taxes, inflation, economy, etc.