Complimentary Dinner and Educational Workshop at Golden Corral in Thornton, CO

4 Keys to Financial Freedom

Educational Event Details:

Location: Golden Corral

Date: Thursday, March 6

Time: 5:45 PM MST

Address: 9751 Grant St.; Thornton, CO 80029

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Seating is limited. Nothing will be sold and there is no charge to attend!

Join us for a Dinner and Educational Workshop that will provide you with the tools you need to help disinherit the IRS from your retirement accounts. After this class, you’ll be able to make informed financial decisions and understand how your current choices can keep more of your hard-earned retirement savings where it belongs – with you and your loved ones.

What we’ll cover:

  • Taxation: When and how much is the next
    Automatic Tax Increase
  • Inflation: What to expect and how to plan for it
  • Reverse Mortgages: The facts without the hype
  • Earning Interest Safely: Strategies to safely
    grow your money

And much more!

We look forward to providing you an hour of delight,
insight, and information which may very possibly
have a positive impact on your financial future. Our dinner presentations are Informational Only and there is no cost to attend.

Complimentary Dinner Workshop Registration

Seating is limited. Sign up today to guarantee your seat(s)!

By clicking “Register Now” I provide my express written consent to receive event updates, marketing calls or texts (by automatic dialer or otherwise), and emails from “My Path to Retirement”, its affiliates or representatives. I understand that my consent is not a condition of purchasing any property, goods, or services and that I may revoke my consent at any time. By attending this event, I understand that I may be contacted for a discussion of insurance & investment products or to enter into an advisory relationship.
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Hours
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About Your Presenter

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Matt Gill

President, Fiduciary Financial Advisor

Matt was born and raised in southwest Iowa. He gained a passion for hard work and the value of deep family ties from time spent on his grandfather’s farm. As a financial advisor and fiduciary, Matt helps individuals and families live the retirement they desire. He is a firm believer that there are no one-size-fits-all strategies when it comes to planning for your future.

Matt and his team utilize a dynamic planning process that adapts as the lives and needs of their clients evolve. This helps create clarity and confidence in their future. He attributes his success to treating every client like a member of his family.

Matt has been engaged in the financial services industry for over 25 years and is a leading mentor to other financial advisors nationwide. He sits on an advisory council that is comprised of a select number of top advisors in the country. He speaks at industry events across the United States and frequently helps coach and mentor new advisors. It is a passion of Matt’s to improve financial literacy through educational workshops and webinars in partnership with employers, state and local governments, community organizations, churches and local groups. Matt educates and helps attendees understand and address a variety of financial topics and concerns.

CO State License Number: 551683
NMLS ID: 53681

Do You Have Questions About this Event?

Decision 1 Financial

2580 E. Harmony Rd. Suite 201

Fort Collins, CO 80528

888-777-1505

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Frequently Asked Questions

Is there a cost to attend?

No, there is no cost to attend.

Do I need to bring anything?

No, you will be provided with pen and paper to take notes.

Will I be pitched or sold anything?

No. Our classes are strictly educational. The most common feedback we receive is how nice it is to attend a truly educational workshop with no pressure.

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Investment advisory services are offered through IAMS Wealth Management, an SEC registered investment advisor. The firm only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. SEC registration is not an endorsement of the firm by the commission and does not mean that the advisor has attained a specific level of skill or ability. IAMS Wealth Management and Decision1 Financial are independent of each other. Insurance products and services are not offered through IAMS Wealth Management but are offered and sold through individually licensed and appointed agents. The firm is not engaged in the practice of law or accounting. All investments have the potential for profit or loss. Different types of investments involve higher and lower levels of risk. There is no guarantee that a specific investment or strategy will be suitable or profitable for an investor’s portfolio.

GET IN TOUCH

MAILING ADDRESS

My Path to Retirement
505 North 210th Street
Elkhorn, NE 68022

PHONE NUMBER

Phone: (816) 702-5158

 

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.

This presentation is not intended to be legal or tax advice. The presenter can provide information, but not 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.