Upcoming Event

Download a copy of the flyer HERE.

Why would you renovate your home or remodel a room?

Create exactly what you want – make a dream a reality
Increase the comfort or how you enjoy your space
Fix safety issues
Increase efficiencies and functionality
Increase the value


These are the same reasons you would want to Remodel Your Retirement.

Create a vision of what you really want and why
Increase your comfort about what you have and enjoy it
Fix or recalibrate financial tools that may no longer be functioning properly
Increase the efficiency and functionality of your financial assets taking taxes and legislation into account
Maximize the intrinsic and extrinsic values of your retirement season

So much about retirement is dated, stale, lackluster

and not functioning as intended!

Is it time for a remodel?

Join us on Tuesday, July 19th
from 6:00 p.m. – 7:30 p.m.
at The Coop in Glenwood Springs
for Remodel Your Retirement ™

This engaging, interactive, insightful discussion will provide new ideas around:
Envisioning your unique style of prosperity
How to be pro-active and live a retirement life by design, not default
The impact of current legislation and tax laws on your bottom line
Which financial tools are best positioned to maximize your opportunities for lifestyle, liquidity, longevity, and legacy goals

Refreshments will be served

$49.99 one; or $75.00 a couple

(A friend can be a couple)

Download the flyer HERE

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Wealth By Design Financial Life Planning