Events
Upcoming Events
More events are on the way! Check back soon for more information.
Past Events
October 19, 2023
11:00a - 12:30p
Marigold Cafe & Bakery
Finding Harmony in your Tax Planning, Estate Planning, and Wealth Planning
Join us to learn how Mont Wealth℠ specializes in coordinating various disciplines to strategize your wealth planning. You will also gain an understanding of how to transfer your wealth to the next generation in the most tax-efficient manner, to provide a legacy of financial freedom.
October 7, 2023
10:30a - 12:00p
Library 21c: Ent Conference Center
The Impact of Ignoring Tax Management
This is a complimentary presentation to educate our community presented by Nohemy Montes, JD, CPFA, President of Mont Wealth℠ a women-family-owned Financial Planning and Wealth Management Firm headquartered in Colorado Springs. Nohemy’s background is in Law, Economics and Finance. She is one out of ten kids, eight of those kids are women, and she has two daughters on her own, so empowering women is in her blood. Nohemy has been leading families and generations to financial independence for over eighteen years.
September 28, 2023
6:00p - 8:00p
Biaggi's Ristorante Italiano
September 7, 2023
5:30p - 7:00p
Library 21c
Setting in Motion: Your Wealth & Financial Freedom
This is a complimentary presentation to educate our community presented by Nohemy Montes, JD, CPFA, President of Mont Wealth℠ a women-family-owned Financial Planning and Wealth Management Firm headquartered in Colorado Springs. Nohemy’s background is in Law, Economics and Finance. She is one out of ten kids, eight of those kids are women, and she has two daughters on her own, so empowering women is in her blood. Nohemy has been leading families and generations to financial independence for over eighteen years. Securities and advisory services offered through Cetera Advisors LLC, member FINRA/SIPC, a broker/dealer and a Registered Investment Adviser. Cetera is under separate ownership from any other named entity.
June 10, 2023
10:30a - 12:00p
Library 21c
PERA & Retirement
Join us to find clarity about PERA and your retirement.
April 27, 2023
5:30p - 7:00p
Library 21c
An Overview of Estate Planning Strategies
Presented by: Library 21c Guest Speaker: Nohemy Montes, JD, CPFA, President of Mont Wealth℠ Register via the link below! https://ppld.librarymarket.com/overview-estate-planning-strategies
March 16, 2023
5:30p - 7:00p
Library 21c
Women & Financial Independence
Celebrate The National Women History Month with us and brush up on the tools you need to enhance your financial independence.
February 25, 2023
10:00a - 12:00p
Thomas Blake Ballroom at The Club at Flying Horse
January 30, 2023
9:00a - 9:45a
Zoom
Coffee and 2023 Forecast
Join Nohemy Montes, J.D., CPFA via Zoom to discuss financial strategies for 2023 over a cup of coffee!
October 20, 2022
6:00p - 8:00p
Biaggi's Ristaurante Italiano
May 25, 2022
11:30a - 1:00p
The Pinery at the Hill
Are We Accumulating Wealth the Right Way?
Is your financial plan disrupted?
March 9, 2022
5:00p - 6:30p
Mont Wealth Office