Loading Events

« All Events

  • This event has passed.

Having Your Financial House in Order

October 15, 2020 @ 2:00 pm - 3:00 pm

-Asset Management – did you make some deals this year and want to know some other ideas of how to make the cash work harder for you.-Tax-Smart – It’s not what you earn; it’s what you keep.-Leaving Money on the Table – Health Savings Accounts  The webinar is taught by Josh Dellinger, Financial Planner at Capstone Colorado. For 13 years, Josh has worked with individual families and business owners to create and implement financial strategies in order to optimize long-term and generationa For event details click this link: https://www.eventbrite.com/e/having-your-financial-house-in-order-financial-wellness-for-loan-officers-tickets-122123010211