Mortgage Crash Course for 2015 March 12th, Thursday 6:00-7:30pm
1st Bank of Belmar, 550 S. Wadsworth Blvd, Lakewood, CO 80226
We’re excited to announce a collaborative effort between Academy Mortgage and Fuel Financial : Mortgage Crash Course for 2015. Everything you need to know about homeownership and how it fits into your financial picture. We will cover renting vs. buying, the comparison of common loan programs, APR, mortgage insurance and ultimately getting approved! A home is one of your largest assets in your financial picture. Jo-Ann will give great tips on how to build wealth for your retirement. Should you pay off your mortgage early? How do you prioritize saving into a retirement account, paying off debts early, and saving for your child’s education.
Women and Money- A Beginner’s Class March 18th, Wednesday 6:00pm- 7:30
Cherry Creek, 50 S. Steele Street, Ste. 250, Denver 80209
As women we know, that we have different priorities and learning styles than men. Women tend to live longer, choose safety over risk, are caregivers, and plan for the future. This class covers the financial planning process from start to finish, including: setting financial goals, creating a budget, determining your risk tolerance, Roth and Traditional IRA’s, spousal Social Security benefits, taxes and inflation and more. This fun, easy to understand class is given by Investment Adviser, Jo-Ann Holst.
Your 401k and IRA Untangled March 21st Saturday, 10am-11:30am
Cherry Creek, 50 S. Steele Street, Ste. 250, Denver, CO 80209
This class will help you understand your IRA and 401k retirement plans. Make the right choices for your largest asset, if you’re not getting the knowledge you need at work to make critical decisions, this class is for you! Different life stages require different management techniques. When it’s time to retire, learn how to turn your plan into lifetime income that lasts as long as you do. This class is taught by Certified Financial Planner™ Jo-Ann Holst.