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.
Longmont Senior Center – Room A
910 Longs Peak Park Ave., Longmont, CO 80501
Monday, September 17, 2018 from 6:30 – 9:00 p.m. (session 1) and
Monday, September 24, 2018 from 6:30 – 9:00 p. (session 2)
Saturday, September 22, 2018 from 10:00 – 12:30 p.m. (session 1) and
Saturday, September 29, 2018 from 10:00 – 12:30 p.m. (session 2)
$49 by September 14th
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 two session class with Session 1 on Monday night and Session 2 on Tuesday night.
Click on the button below to go to our secure registration page.
Call 720-980-1183 if you have any questions for the fiduciary instructor Steven Vrooman.
Sponsored by National non-profit, Heartland Institute of Financial Education. For more information about them, visit their website at www.hife-usa.org
We respect your privacy, and we will never share your information with any third party.
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®, a Certified Retirement Counselor – CRC®, and he is a Registered Financial Consultant (RFC). 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