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.
If you are a Tax Smart Investor already, congratulations! If you are not sure, this is the place to arm yourself with the knowledge to become a Tax-Smart Investor.
Taxes and health care are the leading expenses in retirement. It is a myth that those two items are out of our control, they are not, we can totally control the outcome. Having a proper tax efficient planning may keep tens of thousands of dollars in your wallet. Over decades, the savings may be hundreds of thousands of dollars. While taxes are one of the biggest detractors of your overall investment performance, the good news is that they can also be one of the easiest to control.
During this presentation, we will address the importance of tax sheltering versus not, the relevance of a health savings account today and in the future, Medicare premium cost, tax managed portfolio design, tax loss harvesting, the holding period management, pension, social security coordination, and more.
Planning to become financially free can be stressful, but the reward is a high opportunity to succeed. “By failing to prepare, you are preparing to fail” This is one of my favorite phrases of Benjamin Franklin.
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.
Date and Time
Thu, Feb 29, 2024
5:30p - 7:00p MST