Sep 26
Bent Fork The Grill
5971 Sky Pond Drive
Loveland, CO
6:30 PM
Oct 1
Biaggi's Ristorante Italiano
5929 Sky Pond Dr
Loveland, CO
6:30 PM

What You'll Learn

Taxes – What are some of the best strategies for reducing taxes on your retirement savings and investments?
Retirement Income – How much can you increase your take-home money by simply reducing your tax liability?
Global Events – How will political and economic events likely shape future tax rates?
Tax Strategy – What factors should you consider when developing your financial plan to help reduce your tax exposure?
Legacy Planning – Can you transfer assets to your family, friends, or charity without losing a huge portion to taxes?
Retirement Accounts – Could your IRAs, 401(k)s, and other investments be setting you up for a huge tax bill?
Social Security Benefits – How can you maximize your benefits, minimize taxes, and protect your spouse?
Tax Advice – Why is it critical for your CPA or tax advisor to work closely with your financial advisor?

Featured Speaker

Layman Lewis Financial Group

We help protect your retirement from losses due to market volatility. Discover all the different options you could have to make your money work for you in retirement. It never hurts to get a 2nd opinion. This dynamic team has over 60 years combined experience in the financial services industry. Chuck, Alicia, Joshua and Jeff can be

heard every Saturday on 600 KCOL Fox News Radio from 9:30am-10:30am. Come enjoy an informational dinner evening with the Layman Lewis Team! You can also learn more about Chuck, Alicia, Josh and Jeff at

Seats are limited, sign up today!

About You



Are your guests, other than your spouse, 55 years of age or older?

Or call (800) 898-3572 and give code 395883 to make a reservation

This retirement seminar event is designed for couples. You are encouraged to attend with your spouse or significant other. Investment advisory services offered only by duly registered individuals through AE Wealth Management, LLC (AEWM). AEWM and Layman Lewis Financial Group are not affiliated companies. Investing involves risk, including the potential loss of principal. Any references to protection benefits generally refer to fixed insurance products, never securities or investment products. Insurance and annuity product guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions. Layman Lewis Financial Group is not affiliated with the US government or any governmental agency. AW08173950