Seed to Harvest Financial Classes

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

Social Security and Income Planning

September 22nd, Tuesday 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

All About Wills and Trusts

October 15, Thursday from 11am - 12pm

LIVE 60 MIN WEBINAR

Estate Planning Attorney Tim Parks will guest lecture on the basic yet important elements of a comprehensive estate plan. In our discussion, we will be looking at some of the detailed differences between Wills and Trusts with regards to estate planning. We will examine the requirements for probate here in Colorado and ways to avoid or minimize the probate process.  We will discuss ways to manage disability, and other traditional planning tools.  And we will finish up with how to put the whole plan together.

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!

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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

These unique classes are taught by Certified Financial Planner™ and Best Selling Author, Jo-Ann Holst.

Jo-Ann Has been teaching Social Security classes (and other retirement classes) for over ten years. Get an independent perspective, and essential tips for financial planning in today's economy. Classes are updated constantly to reflect the most up-to-date laws and strategies available. Individuals and couples who want to be in control and have financial freedom during retirement are encouraged to attend. Nothing will be sold. Planning and note-taking materials will be provided. Class sizes are limited, so save your seat by registering now!

 

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.,

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.