It’s inexpensive and fun!
Now you can experience a non-threatening, Non-sales environment of classroom instruction, where you can learn from an unbiased licensed Fiduciary about the critical and essential basics for a life-long successful retirement.
The DeVry University Building
Westminster Campus, Room 300
1870 West 122nd Ave, Westminster, CO 80234
Tuesday, March 19, 2019, 2019 at 6:00 p.m. (session 1) and
Tuesday, March 26, 2019 at 6:00 p.m. (session 2)
Saturday, March 23, 2019 at 9:00 a.m. (session 1) &
Saturday, March 30, 2019 at 9:00 a.m. (session 2)
The tuition covers all material, with no additional fees.
Couples may attend for the cost of one tuition.
Boomers and Retirees this is the course you’ve been demanding!
Master your own finances by learning cost saving methods and smart retirement strategies, reduce frustration, fear, anxiety and confusion about investments, healthcare, taxes, Social Security, your house plus much more!
This is a 2-section class that meets once a week over two consecutive weeks, so you can simply choose Tuesday or a Saturday.
We respect your privacy, and we will never share your information with any third party.
About Your Instructors
Patrick Lynch, CFEd®
Patrick has more than 25 years’ experience in the financial services industry and has helped thousands of people work towards achieving their financial goals.
Under Patrick’s leadership, Patrick Lynch Financial provides conservative insurance and investment strategies that help lead individuals and families toward their ideal retirements. While the company focuses on retirement planning, Patrick throughout his career has helped facilitate employee stock ownership (ESOP) plans, insurance solutions, disability income insurance and financial planning for business.
Patrick finds it deeply rewarding to take the complexities of a family’s finances and translate those issues into something clear and understandable. He believes his success rests in empowering his clients to understand their financial goals as they achieve them.
Patrick holds his Series 65 securities registration and life, accident and health insurance licenses and holds a long-term care professional designation. He is also a Registered Investment Adviser.
Born and raised in Colorado, Patrick is the proud father of three children, Meghan, Christopher and Lauren, and the proud grandfather of Ian and Beckham. When he’s not in the office, he enjoys spending time with his family, golfing, playing softball and exercising.
Jason Mong, CRPC®, CFEd®
Jason is a passionate Community Educator who thoroughly enjoys being an Instructor with the Heartland Institute of Financial Education. Seeing his student’s eyes light up as they connect his lessons to their lives is one of his greatest joys. Watching them confidently live the life they have imagined because of their hard work and a bit of his guidance is why he loves his career. Jason cares deeply about helping others and is a Registered Fiduciary who always puts his clients first.
He holds the Certified Financial Educator – CFEd® designation from the Heartland Institute of Financial Education and the Chartered Retirement
Planning Counselor – CRPC® designation from the College for Financial Planning.
In addition to teaching Jason is a Financial Advisor and Investment Advisor Representative with Wealth Watch Advisors LLC. He specializes in Written Retirement Income Plans, Social Security Maximization, Wealth Preservation and Comprehensive Retirement Planning Strategies.
Jason is happily married to Amy and they are the proud parents of 2 wonderful young adults. They are Colorado natives and enjoy hiking, biking and anything that will keep them outdoors within view of the beautiful mountains of Colorado.
Learn The Following
- Never run out of money in retirement
- Increase your monthly income, guaranteed
- Get rid of the high fees, loads and charges in your investments
- How to protect your retirement from the Big Market Collapse
- How to cut your taxes
- How to maximize your returns
- When to take Social Security and how to maximize income
- How to protect yourself from nursing home without buying expensive insurance
- plus more