Wealth Series

Most people are concerned about the markets or outliving their money, and rightfully so.  In our Wealth Series we will cover those risks you need to prepare for and one that many financial advisors never touch on; TAXES.  You will gain valuable information that you will not find anywhere else.

All classes are held at Senior Tax Advisory Group, 6775 Rangewood Drive, Colorado Springs, Colorado 80918 in the Lower Level Conference Room.  Call 719-314-0822 to reserve your seat(s).

Here is a list of the upcoming events in our Wealth Series:

Topic                                                          Date                                   Time