Seed to Harvest Financial Classes

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

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

What To Do When A Loved One Passes

January 8th Friday from 12pm to 1pm

LIVE 60 MIN WEBINAR

Estate Planning Attorney Tim Parks will guest lecture on the legal issues that arise after the loss of a loved one. We will review the details of Probate in Colorado including what it is, how it works, and what it means for you and your family.  We will outline some of the most common pitfalls and mistakes when settling an estate and how to avoid making them.  Additionally, we will be able to answer questions you may have about Probate and Trust Administration.

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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"

Dartmouth College Study

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.