Join Us for a two-day crash course for 50 to 70 year olds
Reserve your complimentary spot now – Space is limited to the first 20 people
Instructor for the class: Steve Vrooman, CFEd®, CRC®
Learn about the top retirement issues and solutions
Join instructor Steve Vrooman, CFEd®, CRC® and 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.
Complimentary workbooks and refreshments.
Class location and schedule
Longmont Senior Citizen’s Center – Classroom A
910 Longs Peak Avenue
Longmont, CO 80501
Class 1: Tuesday, November 7th from 6:30 to 8:30 p.m.
Class 2: Thursday, November 9th from 6:30 to 8:30 p.m.
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!
We respect your privacy, and we will never share your information with any third party.
About Your Instructor
Steve Vrooman, CFEd®, CRC®
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.
Come learn about the top retirement issues and solutions.
- How to manage and navigate a down market?
- Learn about alternative strategies such as structured products, gold and silver.
- How to generate income in retirement.
- How to plan for your RMDs.
- How to protect yourself from the high cost of nursing care.
- Plus more