Seed to Harvest Financial Classes

Public classes on everyday wealth building and retirement planning topics, taught by CFP Jo-Ann Holst. Always no-cost.

Medicare Enrollment Basics

July 30th Thursday from 11am - 12pm

LIVE 60 MIN WEBINAR

  • How to avoid penalties

  • Understanding Parts A-D

  • Do you need a drug plan?

  • Timing is everything - meet those deadlines

  • How will companies be changing?

  • How could it affect your premium in the future?

Minimizing Taxes in Retirement

August 20th, Thursday from 11am - 12pm

LIVE 60 MIN WEBINAR

  • What is the SECURE Act and how could it affect your retirement?

  • How did the CARES Act change retirement tax rules?

  • How the recent stimulus could make tax planning more important than ever

  • Could a Roth conversion help save money down the road?

  • How advanced tax planning software can instantly show you how to save money

  • Learn about today's top strategies for minimizing taxes in retirement

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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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720-287-5880

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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.