Tue, Feb 24
|Conifer Chamber
Steps to Financial Freedom- what is the I in your Financial Plan?
It is tax season so invest in yourself by learning about tax savings strategies with a focus on various types of Insurance as an asset class.
Time & Location
Feb 24, 2026, 12:00 PM – 1:30 PM
Conifer Chamber, 12424 Big Timber Dr unit 5, Conifer, CO 80433, USA
About the Event
About the event:
This is a 90 minute lunch & learn session free for members of MWIB & the Conifer Chamber. Venue is the office of the Conifer Chamber of Commerce. Pizza (including gluten free option) will be served and bring your own non alcoholic beverage of choice.
This workshop covers the different facets of a sound financial plan - whether for your personal or business needs with a special focus on tax strategies and different risk management tools like insurance.
Leverage the role of insurance vehicles as key tools for risk mitigation and also protecting your social security income from excess taxation- In addition to property insurance & Car insurance, why is it important to have life insurance, health insurance, long term disability coverage, and long term care insurance when creating a risk protection strategy that spans your full financial life cycle?
Tax payers – whether single, married, divorced, widow/ widowers as well as business owners need to focus on unique financial challenges and risk exposures by creating a roadmap to financial wellbeing. You can also be better prepared for retirement by understanding the key dates when filing for Social Security and critical tax issues when drawing this income.
Learn how to rebalance your investment portfolio with an asset mix that triggers less taxation of income streams during retirement. Attendees will also learn to discern between different types of financial advisors and the importance of working with a Certified Financial Planner professional as your Fiduciary. Consider retirement vehicles on a pretax and post-tax basis for individuals and business owners and how long term care planning can be critical to protect your hard earned savings & assets. Understand why life insurance acts as a Swiss knife in your financial plan from funding trusts for estate planning to trusts for special needs dependents and buy sell agreements for business owners. Finally, walk away with concrete answers specific to your current & future financial needs with 3 action items. Do you have a financial plan?
Event Registration Link: