Events and Seminars

Advanced Estate Planning

At Mont Wealth℠ we believe in empowering you with knowledege to help planning your desired retirement in conjunction with your estate planning. Who needs Estate Planning? Chances are you do! You may think that Estate Planning is for the wealthy only, is not, it is for blended families, families with small children, families planning on transferring assets to their loved ones, families that would like to protect their assets, single parents, philantrophists, and other cases. You will have answers to your basic questions and if needed grant you a free of charge consultation with a Colorado Licensed Estate Planning Attorney.

In this seminar on Advanced Estate Planning, you'll learn:

  • Who can benefit from advanced estate planning strategies
  • The changing landscape of the federal estate tax system, including information on exclusions and the marital and charitable deductions
  • Techniques to minimize estate taxes, including different trust arrangements
  • Common estate freeze strategies such as family limited partnerships and private annuities

You'll also receive a free workbook created just for this presentation. The workbook contains key information, worksheets, and questions to help you remember important points from the seminar.

When: Saturday, April 4, 2020 - 10:30am to Noon
Where: 21c ENT Conference Room
1175 Chapel Hills Dr, Colorado Springs, CO 80920
Host: Mont Wealth Financial Advisors
Phone: 719-302-3004

PERA & 3 Things You Must Know About Retirement

PERA and 3 Things You Must Know about Your Retirement:

  1. The Secure Act of 2019: How will this affect you planning for or living in retirement
  2. Maximization of Benefits: Knowing the benefits available and applicable to you.
  3. Strategize your Pension, Social Security, other Assets, and Tax Management: There are many options, however, what suits your retirement goals and financial objectives?

The goal of this presentation is to provide you with facts that will trigger more questions related your unique situation. Only then, you will know what you do not know. We will provide you with tools to help you identify the most important parts of your retirement planning. For example, budget, inflation, longevity, taxes, special needs family members, inheritance, blended family, other pension, Social Security, health insurance, age to retire, and other. Having this information would empower you to strategize your financial plan. Even though you are a PERA member, your financial plan may need to be very different than another PERA member.

If you are a spouse of a PERA member, you must learn how the pension works.

Nohemy Montes has coached her clients in the financial arena for over 15 years. She takes an all-embracing approach to guide you in the management, accumulation, and distribution of assets while preparing to retire and in retirement. Due diligence regarding changes in regulations as far as pension planning, tax management, and estate planning is crucial to a successful wealth management. Nohemy’s background is in Law, Economics, and Finance. Her passion is to empower her clients to be confident in reaching their financial goals.

When: Tuesday, April 28, 2020 - 5:00 p.m. to 6:00 p.m.
Where: 21c ENT Conference Room
1175 Chapel Hills Dr, Colorado Springs, CO 80920
Host: Pikes Peak Library & Mont Wealth Financial Advisors
Phone: 719.302.3004