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Financial Workshop Series

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Castle Rock Library

100 S Wilcox St, Castle Rock, CO 80104

Next Workshop: Castle Rock Library August 27th and 29th from 6:30 pm to 8:00 pm

Our Retirement Flight Plan™ workshop  is one that you don't want to miss. Retirement Planning can be a complex topic, but we strive to clarify some of the decisions, pitfalls, and strategies to make it work for you!

Seating is limited and goes fast so please register today!

This workshop is FREE to attend

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At this event you will learn:

  •  How to approach retirement income planning, including dealing with...
    • Social Security
    • Investment Income
    • Real Estate Income
    • Liability-driven income/health planning
    • Pension and more
  • How to think about taxes in retirement
    • In retirement you have more control over taxes than just about any other time in life...if you have a correct approach
  • Legacy planning and planning for those you leave behind

Join us for our signature live event. This informational workshop is ideal for individuals or couples who have worked hard to save for their retirements and want to know what to do when it's time to retire.

We know that there are many things to consider, and we want to make sure you are going into retirement with eyes wide open. There are mistakes to avoid and chances to apply tips and techniques that can really make the difference between a successful retirement and one that is just twenty to thirty years of unemployment.

This is an informational presentation. As such, no information is meant to be taken as actionable advice for any particular individual. It is recommended that individuals seek out a financial professional in order to determine how to apply information to an individual situation.

Additionally, as this is an informational presentation, no specific investments or investment vehicles will be promoted. Guests may be invited to claim a complimentary personal review at a later time in order to discuss their individual situations at length.

Investment Advisory Services offered through Ridgegate Financial.