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Events

Upcoming Events

June 1, 2024

10:00a - 12:00p

Flying Horse Resort & Club - Thomas Blake Ballroom

Estate & Wealth Planning Strategies that Help Protect Your Assets

Understand how you can benefit from the assurance that your estate and retirement plans are meticulously crafted and legally sound, reducing uncertainty and stress. Trusting Relationship: Building a relationship with both professionals fosters ongoing support and adjustments as financial and legal needs evolve over time.

June 5, 2024

3:00p - 5:00p

Pikes Peak Library District 21c - ENT Conference Center

Estate & Wealth Planning Strategies that Help Protect Your Assets

Are Your Assets and Legacy Protected? Unlock the keys to a secure future at our exclusive two-hour educational seminar! Understand how you can benefit from the assurance that your estate and retirement plans are meticulously crafted and legally sound, reducing uncertainty and stress. Trusting Relationship: Building a relationship with both professionals fosters ongoing support and adjustments as financial and legal needs evolve over time.

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

Event Registration