Aspen Creek Wealth Strategies

CONNECT

Address:

7222 Commerce Center Drive, Suite 245
Colorado Springs, CO 80919

Phone:

(719) 722-2992

Fax/Other:

(719) 722-2993

Seminars & Events

Tax-Smart Retirement Planning

Come enjoy a complimentary dinner and learn about retirement income strategies that you can use to flourish in our modern economy.

DISCUSSION HIGHLIGHTS INCLUDE:
• How to create a TAX-FREE income in retirement from your current 401(k)/403(b)/IRA.
• Why IRAs can be a retirement planning disaster if not handled properly.
• Growing your retirement assets using market-type growth, with PROTECTION when the market drops.
• How to identify (and eliminate) the conflicts in your qualified account.
• Learn how diversification of your portfolio is essential when it comes to taxes.
• The “Do’s and Don’ts” of Roth Conversions, and why they’re important to understand.

If you have attended one of our dinner seminars before, or are a current client, you are welcome to come to this event when bringing a guest(s) as your admission. Without a guest, we ask that you only attend a dinner seminar one time.

Reservations are required. Please click the Enroll Now button to do so online.

When: Thursday, May 31, 2018 - 6 - 8 p.m.
Where: Briarhurst Manor
404 Manitou Ave.
Manitou Springs, CO 80829
Host: Laurinda Curti
Phone: 855-925-2684
Directions: Take US-24 W to US-24 BUS W/Manitou Ave in Manitou Springs. Take the US-24 BUS exit from US-24 W. Pass by SUBWAY Restaurant (on the right in 0.2 mi). Destination will be on the right.
 

Social Security and Retirement Planning

You have spent your life waiting for retirement and now that it's here, you realize the game has changed, and it can be a scary transition. Some common concerns are:

  • Having enough Money to Last through Retirement
  • Protecting Assets from Market Correction
  • Increasing Children's Inheritance
  • Minimizing Taxes and Expenses
  • Maximizing Social Security Benefits
  • Reducing Long-Term Care Risks

This class is a step in the right direction to provide hope, and empower you to get your financial plans in order, so that you can find peace in retirement.

We will walk with you as you increase your knowledge, modify your perspective, and ultimately transform your future!

Click the Enroll Now button to register. If you are already meeting with us, and know a family-member, friend, or colleague who could benefit from this information, we would appreciate it if you would click on share and send this page to them. Thank you!

When: Thursday, June 14, 2018 - 6:30 pm to 8:30 pm
Where: Rockrimmon Library, 832 Village Center Dr, Colorado Springs, CO 80919
Host: Laurinda Curti
Phone: (719) 722-2992
Directions: West of I25, off of Rockrimmon Blvd.
 

Social Security and Retirement Planning

You have spent your life waiting for retirement and now that it's here, you realize the game has changed, and it can be a scary transition. Some common concerns are:

  • Having enough Money to Last through Retirement
  • Protecting Assets from Market Correction
  • Increasing Children's Inheritance
  • Minimizing Taxes and Expenses
  • Maximizing Social Security Benefits
  • Reducing Long-Term Care Risks

This class is a step in the right direction to provide hope, and empower you to get your financial plans in order, so that you can find peace in retirement.

We will walk with you as you increase your knowledge, modify your perspective, and ultimately transform your future!

Click the Enroll Now button to register. If you are already meeting with us, and know a family-member, friend, or colleague who could benefit from this information, we would appreciate it if you would click on share and send this page to them. Thank you!

When: Tuesday, June 19, 2018 - 6:30 pm to 8:30 pm
Where: Rockrimmon Library, 832 Village Center Dr, Colorado Springs, CO 80919
Host: Laurinda Curti
Phone: (719) 722-2992
Directions: West of I25, off of Rockrimmon Blvd.