Event Details
Highlands Ranch Senior Center
200 E Highlands Ranch Pkwy,
Highlands Ranch, CO 80126
Event Options:
– Wednesday, April 22 at 6:00 p.m.
Seating is limited and there is no charge to attend.
Preparing for retirement has never been so challenging. Join us for an enlightening presentation at Highlands Ranch Senior Center. We will discuss the latest strategies to help preserve your assets, maximize your retirement income, reduce market risk and potentially lower your taxes.
Here’s what we’ll cover:
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Do you have a retirement tax strategy in place?
Don’t miss this information-packed event!
If you have an IRA, Roth, 401(k), 403(b) or any other retirement accounts, you don’t want to miss the opportunity to learn about:
These events are extremely popular and seating is limited. Reserve your seat today to guarantee attendance!
Growing up in Western Oklahoma, I was surrounded by the Oil & Gas industry, a field that shaped my career and my understanding of resilience, adaptability, and the power of preparation. After attending Southwestern State University, I spent over 20 years in the industry, advancing from a Wireline Engineer to LWD Engineer, Service Coordinator, and ultimately Operations Manager, where I led a team of over 300 engineers. Each role reinforced my belief in the importance of trust, strong leadership, and financial security.
Through my years in Oil & Gas, I’ve seen firsthand how quickly circumstances can change. The volatility of the industry taught me that having a solid financial plan isn’t just important—it’s essential. That’s why I’m passionate about helping individuals and families create a financial strategy that gives them more stability, more options, and more confidence—no matter what’s ahead.
For me, relationships matter most. Over the years, I’ve built meaningful connections with people navigating career transitions, layoffs, and financial uncertainty. Whether you’re just starting out, preparing for retirement, or somewhere in between, I’m committed to helping you take control of your financial future so you can focus on what matters most.
In early 2020, my wife, Tyler, and I made the move to Denver, Colorado, and immediately knew we had found home. When I’m not working with clients to help them realize their financial potential, you can find me on the golf course, traveling, or exploring everything Colorado has to offer—from mountain getaways to local breweries.
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*This event is not sponsored by or affiliated with the Highlands Ranch Senior Center.
*Information is applicable to all events conducted by its collective members through Taxes Declassified from 2016-2025.
Investing involves risk, including possible loss of principal. Insurance product guarantees are backed by the financial strength and claims-paying ability of the issuing company. We are not affiliated with any government agency.
The information contained herein is based on our understanding of current tax law. The tax and legislative information may be subject to change and different interpretations. We recommend that you seek professional legal advice for applicability to your personal situation.
By providing your information and/or attending this event, you give consent to be contacted about a discussion of life insurance and annuities or a possible advisory relationship. Attend and learn how insurance or investment products can be used in various stages of retirement planning.
The presenter can provide information, but not specific advice related to social security benefits. Clients should seek guidance from the Social Security Administration regarding their particular situation. The presenter may be able to identify potential retirement income gaps and may introduce insurance products, such as an annuity, as a potential solution. Social Security benefit payout rates can and will change at the sole discretion of the Social Security Administration. For more information, please consult a local Social Security Administration office, or visit www.ssa.gov.
