Taxes Declassified
Event Details
Omni Interlocken Hotel
500 Interlocken Blvd
Broomfield, CO 80021
Event Options:
– Thursday, May 29 at 6:00 p.m.
Seating is limited. There is no charge to attend!
Event Details
Omni Interlocken
500 Interlocken Blvd
Broomfield, CO 80021
Event Options:
– Thursday, May 29 at 6:00 p.m.
Seating is limited. There is no charge to attend!
Do you have a plan to help maximize your retirement income and avoid outliving your savings?
Join us for a special event at Omni Interlocken where we will discuss the following important topics for those in or nearing retirement:
Privacy Policy: By providing your email, phone number, and selecting "Yes" for text message reminders, you are consenting to receive communication from Taxes Declassified. All information provided is secure and confidential. Please provide valid email and phone number for seminar confirmation purposes. Seating is limited. There is no charge to attend!
Do you have a retirement income strategy in place?
Don’t miss this information-packed event!
Professional Insight
Live instruction from knowledgeable professionals, in an engaging, easy-to-understand format.
Actionable Next Steps
An opportunity to receive a no-cost retirement snapshot analysis for your current strategy.
Eric’s career is highlighted by his ability to discern effective practices in wealth management. His insights into the ‘good, bad, and ugly’ aspects of financial advisory services have driven him to contribute to a firm that embodies his ethos of excellence and integrity. At Capital Advisors 360, he is dedicated to redefining client service, helping ensure that every strategy and decision is aligned with the best interests of his clients.
An advocate for effective retirement outcomes, Eric’s approach is characterized by a deep-seated care for his clients’ financial well-being. His expertise encompasses a broad spectrum of wealth management strategies, and he seeks to tailor these to suit the unique needs of each individual client.
Outside the realm of finance, Eric is a devoted family man. He takes great joy in watching his two daughters excel in softball, an activity that brings him immense pride. His leisure time is often spent engaging in outdoor pursuits, with fishing and golfing being his preferred modes of relaxation. These hobbies offer him a balance, allowing him to recharge and maintain his focus on his professional and personal commitments.
Eric attended Metro State University. Eric’s professional ethos, combined with his personal interests and background, make him a relatable and dedicated figure in the world of wealth management. His work at Capital Advisors 360 is not just about providing financial advice, but about building lasting relationships based on honesty, integrity, and a mutual desire for success.
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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. This presentation is for informational purposes only and is not intended to be financial, legal or tax advice. 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.