NEW
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NEW 〰️
50+ Resource Events
Navigating the later stages of life comes with important decisions—our Senior Resource Events are here to help.
Join us for informative sessions led by expert speakers covering essential topics such as Medicare, taxes, retirement planning, estate management, and more.
Gain valuable insights, ask your questions, and connect with others in a welcoming environment.
Upcoming Sessions
Understanding Medicare: A Comprehensive Guide with Douglas Davidson
March 23┃1:00 PM ┃At the Chabad Jewish Center, 3800 W. 144th Ave. #B1400
This informative and interactive presentation offers a clear overview of Medicare, its coverage, and planning process. This is for adults of all ages, whether you’re on Medicare, about to go on Medicare, or have parents who are managing the Medicare process.
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This presentation aims to provide a clear and informative overview of Medicare, its coverage, and the planning process.
Medicare planning can be a complex and overwhelming topic. There aren’t many convenient resources available to help you understand your specific situation. However, Medicare is highly customizable, allowing you to make choices that align with one’s needs and preferences.
Our speaker will provide comprehensive answers to your questions and concerns and offer guidance to help one navigate the Medicare process. This informative and interactive presentation is for adults of all ages, whether you’re on Medicare, about to go on Medicare, or have parents who are dealing with Medicare.
About Douglas
Areas of responsibility In the role of Independent Medicare Advisor, Doug Davidson works with clients to provide professional insight into Medicare. With all the different options that can change yearly, he has found himself to be instrumental in helping with selection, enrollment and maintenance of Medicare for his clients.
Doug provides Medicare solutions through group meetings and one-on-one discussions. In addition, Doug is also available to meet virtually or over the phone if that’s most convenient.
Career History Doug has over 20 years of experience in the financial services/insurance industry as an advisor and product expert.
Education/Training BS, Business Management
Certification in Long Term Care (CLTC)
Personal
Doug is based in Broomfield, CO. He has been married for 23 years and has two children, Connor and Berlyn, ages 13 and 9. In their free time, the Davidson’s enjoy half and full marathons, hikes, and traveling. To date, they have been in 40 countries and counting!
For more information you can head to Doug’s website: http://www.generationalplanners.com
Taxes In Retirement Workshop with Alana Macy, CFP®, MBA
April 6┃1:00 PM ┃At the Chabad Jewish Center, 3800 W. 144th Ave. #B1400
A knowledgeable financial professional will share powerful NEW strategies that may reduce the taxes you pay on your retirement income. Don't miss your chance to learn valuable information that could help you save thousands.
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Taxes in retirement can be potentially reduced by taking advantage of a few simple, yet highly effective strategies.
A knowledgeable financial professional will share powerful NEW strategies that may reduce the taxes you pay on your retirement income. You'll walk away armed with information you can use TODAY to potentially pocket thousands of additional dollars over the course of your retirement.
You'll also learn:
*The official new tax reform rules and their impact on your retirement
*How loss deductions may affect your taxes in retirement
*Common misconceptions about taxes in retirement
*The tax rules as they apply today
Don't miss your chance to learn valuable information that could help you save thousands. No products will be offered at this event.
About Alana
Alana Macy, CFP®, MBA, is a Partner and Wealth Advisor at Bloom Wealth Advisors located in Boulder, CO. As a Certified Financial Planner™ with 13 years of experience in the financial industry, she specializes in retirement planning, comprehensive financial planning and long-term tax planning. She loves building relationships with clients and helping them create a plan to support their pursuit of lifelong goals. For more information you can head to her website: https://www.bloomwealthadvisors.com/
Future topics include: combating cyber fraud, end-of-life and burial planning, financial advising, nutrition, trusts, wills, and estate planning, living better on less, and more!
For more information, to share feedback, or to find out about becoming a presenter,
reach out to Madison Gross at madisong113@aol.com