Lunch & Learn: Financial Pitfalls

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.