Seed to Harvest Financial Classes

Public classes on everyday wealth building and retirement planning topics, taught by licensed professionals. 

How the Election Results Could Affect Your Money

October 20th, Tuesday from 11am - 12pm

LIVE 60 MIN WEBINAR

As the election approaches, many investors what to know how to prepare their accounts for the different possible outcomes. ​ Of course we don't know what will happen, but financial professionals have some predictions. Jo-Ann will share industry speculations, and will discuss how each election scenario could affect tax legislation and retirement laws, both in the short term and long term. Join us!

End of Year Tax To-Do's

November 12th, Thursday from 11am - 12pm

LIVE 60 MIN WEBINAR

Jo-Ann discusses the tax moves to make before a new year including which accounts to fund, Roth conversion opportunities, how to use stock losses to offset capital gains and more.  This is a live webinar and questions are welcome!

Social Security and Income Planning

December 2nd, Wednesday from 11am - 12pm

LIVE 60 MIN WEBINAR

  • 2020 Social Security changes and updates

  • How maximize benefits and minimize taxes

  • When to delay your benefit and when to not

  • How to maximize ex, current and deceased spousal benefits

  • What questions you should ask at the Social Security Office

  • How working affects your benefit

  • Understanding today's retirement income sources: pros and cons

  • How your other assets work together with Social Security Benefits

  • Q and A opportunity with Social Security expert

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"Many households are unfamiliar with even the most basic economic concepts needed to make sensible saving and investment decisions.

 

This has serious implications for saving, retirement planning, retirement, mortgage, and other financial decisions"

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Jo-Ann Holst Advisers Inc. is not associated with the Social Security Administration.  For specific questions regarding your retirement benefit, please visit www.ssa.gov or call 1-800-772-1213.

JH Advisers Inc.,

Phone: 720-287-5880

Email: info@jhadvisers.com

Lakewood address: 550 S. Wadsworth Blvd - Suite 401 Lakewood, CO 80226     

Lone Tree Address: 10375 Park Meadows Drive – Suite 480 Lone Tree, CO 80124

​© 2020 by JH Advisers Inc.

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Complimentary consultation available only to qualified candidates possessing a specified minimum of investible assets. Investment Adviser Representative of and investment advisory services offered through Royal Fund Management, LLC a SEC Registered Adviser. Not all investments will be suitable or profitable for a specific client's portfolio. Insurance products may be recommended.  Financial advisers serving the Greater Denver area.