Events

Retirement Savings Challenges for Women

Please join us and learn.

The goal of this presentation is to empower you with key options to the well-known challenge women face in retirement. This workshop is not only for women. In some occasions, men may be in this situation as well. This is not gender driven, but more situation driven. The fact is that most women, tend to take care of everyone, as a consequence, not all, but some of us women become more vulnerable to unexpected economic obstacles as job loss, single parenthood, loss of a spouse, care of elder parents and elder in-laws… this situations impact the income needed in retirement. Additionally, longevity, taxes, medical cost, and other situations women will face take away a large part of the income budgeted for retirement.

Come and learn how to prepare to avoid being a part of this statistic. Bring that person you care about to learn this information. Knowledge is power, and we want to share with you the power of planning your desired retirement. We want you to keep the money you earn for you and yours.

When: Saturday, November 14, 2020 - 10:00 a.m. to 11:00 a.m.
Where: Virtual via zoom. The zoom link will be e-mailed to you upon your enrollment for the event
To be respectful of everyone's time, the wait room will be closed at 10:05 a.m.
Host: Mont Wealth Financial Advisors
Phone: 719.302.3004
 

Post Election Tax Planning

When: Tuesday, November 17, 2020 - 12:00 p.m. to 1:00 p.m.
Where: Hybrid Presentation. Via Zoom and In-person at Marigold Cafe and Bakery. The in-person at Marigold will be reviewed by November 1 and depending on COVID-19 restrictions and or updates, the in-person may be removed but the zoom presentation will remain.
Host: Mont Wealth Financial Advisors
Phone: 719.302.3004
Directions: Please RSVP and we will keep you informed. I look forward to providing you timely important information.
 

Estate Planning

Please Join Us. How can you plan for incapacity? Why is it important to have your advance directives in order. Come and learned from a Licensed Attorney. Courtesy of your Financial Advisors at Mont Wealth.

When: Thursday, December 3, 2020 - Noon to 1:00 p.m.
Where: Via Zoom. Enroll by clicking on the enroll the button, e-mail us at skaul@montwealth.com, or call us at 719.302.3004. Your zoom Link will be e-mailed to you within one business day. Set the meeting in your calendar so you don't miss it! The zoom room will be open 10 minutes prior to noon.
Host: Mont Wealth Financial Advisors
Phone: 719.302.3004