Events
Upcoming Events
September 12, 2024
5:30p - 7:00p
Library 21c
Women and Financial Independence
Come and learn how to create a plan to: 1. Tips to working with a financial professional. 2. Take control of your money 3. Become a more knowledgeable investor 4. Take charge of your career 5. Plan for retirement 6. Protect your income and assets 7. And to pass the knowledge to the next generation.
Past Events
February 29, 2024
5:30p - 7:00p
Library 21c
The Impact of Ignoring Tax Management
This presentation is excellent for professionals that will receive a PERA pension, young families in the accumulation of assets stage, and investors seeking investment account tax managed strategies. If you are driven to become financially free, if you have worked with a financial adviser and have your financial affairs in check but are curious to understand the next step, or if you are just not sure where to start, come, take some notes, and begin the journey towards your financial freedom.
February 1, 2024
5:30p - 7:00p
Library 21c
An Overview of Estate Planning Strategies
Do you need Estate Planning? Many believe that if they do not have millions of dollars, they do not need estate planning. I disagree! Join us to find clarity about an estate plan. What does an estate plan really mean versus what you think it is? If you have kids over the age of 18 years out to college or at home; if you have assets to protect, you have a blended family; if you have minors at home; or if you are a business owner, this educational presentation is for you. There are myths and facts about estate planning. Estate planning, tax planning, and financial planning are all a part of financial freedom. Come and learn! Do you need a will? Do you need a trust? What do you need to be aware of before creating a trust. This is complex information, but we bring it to you with practical explanations.
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