How Women Retire With Confidence
A complimentary event for women age 50 or better
You and your friends, sisters, mothers and daughters are invited to join us for a complimentary event. Your host Jo-Ann Holst is a local, Certified Financial Planner, who specializes in the unique financial concerns of women.
Jo-Ann understands the issues women face every day and she will share sound strategies and proven techniques to protect you, your family and your loved ones for years to come.
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Our mission is to create a confident community of women who retire
HAPPY.
SAVE YOUR SEAT
When you complete this form, your information will be kept confidential, and will not be distributed to any other organizations or persons. Once the form is submitted, we will contact you to confirm your reservation. If you're unable to attend, we'll let you know about future class dates, unless you ask us not to. See our Privacy Policy.
Jo-Ann Holst presenting Women Retiring With Confidence 1.25.2020 in Castle Rock
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Next Class Date TBA
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80% of men will die married, 80% of women will die single.
Do you have a WRITTEN retirement plan in place just in case?
Key Speaker: Jo-Ann Holst, Certified Financial Planner
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Certified Financial Planner, local CEO Jo-Ann Holst has been featured on TV programs Colorado's Best, Colorado and Company, the publication Investment News and has an Amazon Best Selling book.
Guest Speaker: Gail Carpenter, Certified Retirement Coach
A former school teacher, Gail has a life long love for education. Her own involuntary retirement prompted her to pursue a professional retirement coaching certification. Now Gail helps others transition peacefully into vibrant fulfilling retirement lifestyles.
Knowing your financial options and avoiding mistakes may be your best investment.
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Why women need a written retirement plan more than men
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How to have financial independence with or without a spouse or partner
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Surviving retirement and how you can avoid outliving your income
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How to match your investment portfolio with how you feel about risk
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How you can take care of your loved ones and avoid being a burden to your family
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Why you should be more involved in your money matters
Don’t miss this event if you are married, single divorced or widowed and have an IRA, 401(k), TSP, 403(b), an inheritance or other investment accounts.
P.S. There will be chocolate… because everything is better with chocolate.
Transitioning to a fully satisfying life after you stop working may be more challenging than you think! A successful retirement transition plan goes beyond finances and includes thoughtful consideration of several key life factors: spiritual, mental, physical. and social.
This is an informational forum only. There is no obligation, and nothing will be sold at this event.
This is a terrific opportunity to get a better grasp of retirement planning in a non-threatening, empowering environment. Expect to have fun and learn some valuable information!
Pssst….There will be chocolate
Register Now​
When you complete this form, your information will be kept confidential, and will not be distributed to any other organizations or persons. Once the form is submitted, we will contact you to confirm your reservation. If you're unable to attend, we'll let you know about future class dates, unless you ask us not to. See our Privacy Policy.
Email: info@joannholstadvisers.com
Address: 550 S. Wadsworth Blvd, Unit 401
Lakewood, CO 80226
​© 2015 by Jo-Ann Holst Advisers Inc.
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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.