Financial Online Education: From Seed to Harvest

  • How to Rock Your 401k/IRA
    Mar 11, 12:00 PM – 12:30 PM
    Don't just contribute, but MAXIMIZE your retirement plans. Jo-Ann will give a crash course on how to make the best decisions that will help you grow that nest egg into a healthy Chicken.
  • All About Wills and Trusts
    Mar 18, 12:00 PM – 1:00 PM
    Tim Parks will guest lecture on the basic yet import elements of an estate plan. He will discuss some of the detailed differences between a will and a trust with regards to estate planning. He will explain the requirements of probate here in CO and ways to avoid or minimize the probate process.
  • Your Investments Translated
    Mar 31, 12:00 PM – 12:40 PM
    What are these ETFs everyone is talking about? How much risk is right for my investments? These are just some of the questions CFP Jo-Ann Holst hears every day. She's going to break down the jargon and explain some basic yet important investment topics to help you with your finances.

Everyone should have access to financial education. 

That's why all JH Adviser events are no-cost and open to the public. Registration is required to attend. Webinars are presented by licensed professionals, and nothing is sold.


JH Advisers in not associated with the Social Security Administration. The information presented is for educational purposes only. We're not recommending any security or offering tax, legal or investment advice. Please consult your tax and legal professionals for specific advice.

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

JH Advisers Inc.,

Phone: 720-287-5880


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.

  • Facebook Social Icon
broker check
401k maneuver.jpeg

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 and fulfilled by FUEL Financial Inc. Investment advice offered through JH Advisers, Inc.  Financial advisers serving the Greater Denver area.