Events

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.

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.

Estate Planning Dinner Seminar

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.

PERA & Retirement

Join us to find clarity about PERA and your retirement.

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

Women & Financial Independence

Celebrate The National Women History Month with us and brush up on the tools you need to enhance your financial independence.

The Importance of Building a Tax Efficient Estate Plan

Coffee and 2023 Forecast

Join Nohemy Montes, J.D., CPFA via Zoom to discuss financial strategies for 2023 over a cup of coffee!

Estate Planning

Are We Accumulating Wealth the Right Way?

Is your financial plan disrupted?

Estate Planning & Finances