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.
Sponsored by National non-profit, Heartland Institute of Financial Education.
Springhill Suites Marriot
1470 Dry Creek Dr. • Longmont, CO 80503
Register by July 22 to save $10
Class 1: Tuesday, July 27 at 6:30-8:45pm
Class 2: Wednesday, July 28 at 6:30-8:45pm
Register by July 28 to save $10
Class 1: Tuesday, August 3 at 6:30-8:45pm
Class 2: Thursday, August 5 at 6:30-8:45pm
Register by August 5 to save $10
Class 1: Tuesday, August 10 at 6:30-8:45pm
Class 2: Thursday, August 12 at 6:30-8:45pm
You can attend class 2 at a later date if you are unable to attend the regular class 2.
The tuition covers all material, with no additional fees.
Couples may attend for the cost of one tuition.
Sponsored by Steven Vrooman
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-session class that meets once a week over two consecutive weeks.
To register, call 800-955-6187
Pay by credit card or mail a check.
Checks must be made out to Steven Vrooman and mailed to 357 Main Street, suite 7, Longmont, CO 80501
Questions? You may call the fiduciary instructor, Steven Vrooman at 720-980-1183.
About Your Instructor
Steve is a financial educator and planner who has helped individuals and families grow, manage and protect their finances since 2011. He is the founder of Senior and Family Financial and holds the series 65 securities license as an investment advisor representative. Steve also holds his life, accident, and health insurance licenses along with his long-term care credentials. He holds the designations of Certified Financial Educator – CFEd® and Certified Retirement Counselor – CRC®. As a member of the National Ethics Association and as a series 65 fiduciary he is bound to give advice and recommendations that are in the best interest of his clients. Steve enjoys helping people identify financial problems and solutions. Designing and implementing mathematically correct portfolios to meet income, preservation, and growth needs are his specialty. His business motto is “relationships, not transactions”. He has offices in Longmont and Englewood, Colorado and has clients in multiple states. Steve lives in Erie, CO with his wife and four children. He likes to coach sports and teach financial classes at colleges and churches.
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