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02/16/2021 at 6:00 pm - 8:30 pm

Westmoor Conference Center
10155 Westmoor Drive
Westminster, CO 80021

Westmoor Conference Center

A Retirement 101 Academic Crash Course
In Person Class
Course Code: BJGWC0216


An Academic Crash Course teaching essential strategies for a successful retirement. Become a smart and savvy retiree!  

Due to COVID-19, this event is limited to a maximum of 12 households, but being held in an oversized 100 person capacity room! Social distancing will be practiced and air purifiers will be running during the class.


  • Tuition of $57.00 – Register prior to 2/9/21 and Save $10
  • Couples may attend for a single tuition cost
  • Tuition includes all course materials
  • Pre-registration is required and seating is limited

Register on-line now or
Register by Phone     720-740-4719     Lines Open 24/7

Baby Boomer Retirement Course

In Person Class

Come and hear from an unbiased, licensed Fiduciary about the critical and essential basics for a life-long successful retirement. Classroom instruction is presented in a non-threatening and non-sales environment. 

Who Should Attend? 

  • Individuals and couples between the ages of 50 and 70
  • Those concerned about our financial markets and wanting to prepare for the next recession
  • Investors looking for new perspectives or ideas
  • Baby Boomers looking for guidance based on recent academic research

What You Will Learn: 

  • Which one of the 81 ways to take Social Security could work for YOU
  • Which Medicare options are available to you
  • How to develop an income plan
  • How to possibly eliminate the fear of running out of money
  • Why sequence of return risk is the biggest risk for your retirement 
  • Why retirees pay too much in taxes and how you can possibly avoid overpaying 
  • Questions to ask a potential advisor 
  • Optimal asset allocation in retirement 

Why Now: 

  • The 6 basic traditional rules of thumb for retirement may no longer apply
  • Global market instability and volatility necessitates action
  • Recent research indicates a different approach to retirement planning could be beneficial!
  • You only get one shot at retirement – Make it Count!

Optional Consultation: 

If you have questions that are personal in nature or relate to tax and/or retirement strategies, you may arrange to meet privately with your instructor after the course is complete. This consultation is complimentary for course attendees, but is not required.

Financial Education for Creating a Successful Retirement!

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