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Preserving Your Estate

Wills, Trusts & Time-Tested Strategies to Help You Leave a Lasting Legacy

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Thank you for registering for our upcoming event at Highlands Ranch Senior Center located at 200 E Highlands Ranch Pkwy, Highlands Ranch, CO 80123. If you can’t make the date you registered for and would like to reschedule, please email us at [email protected].

Event Dates & Times:

– Tuesday, January 13 at 6:00 p.m.

Head through the front sliding doors and straight down the hallway to the classroom on the right. We will have a table set up outside for check-ins! Please arrive at least 15 minutes early to allow time to park, check-in and be seated.

What now?

Seating is limited. We will still need to confirm your attendance and will reach out to you prior to the event. If you have any questions, please don’t hesitate to reach out to us!

 

You will receive an email confirmation with your registration and event details. We will also send you a reminder email prior to the event. If you are unable to attend or would like to add another guest, please notify us at [email protected] at your earliest convenience so we can accommodate other guests accordingly.

 

If you do not receive the confirmation email, check your spam or promotions folder and make sure you add [email protected] to your contact list.

We look forward to seeing you there!

Joe Harl
The Guardian Group
Anna Burr
Burr Law

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Licensed Insurance Professional. Investment advisory services offered by duly registered individuals on behalf of CreativeOne Wealth, LLC, a Registered Investment Advisor. CreativeOne Wealth, LLC and The Guardian Group are unaffiliated entities and neither are affiliated with Burr Law. We do not provide legal, tax, or accounting advice or services, and we are not associated with, or endorsed by any government agency. 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. Investing involves risk, including possible loss of principal. No investment strategy can ensure a profit or guarantee against losses. Insurance product guarantees are backed by the financial strength and claims-paying ability of the issuing company. Investment advisory services are provided in accordance with a fiduciary duty of care and loyalty that includes putting your interests first and disclosing conflicts. Insurance services have a best interest standard which requires recommendations to be in your best interest. Advisors may receive commission for the sale of insurance and annuity products.

By providing your information, you give consent to be contacted about the possible sale of an insurance or annuity product or to establish an advisory relationship. Licensed Insurance Professional. Attend and learn how insurance or investment products can be used in various stages of planning for retirement income. We are not affiliated with any government agency. 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. For more information, please consult a local Social Security Administration office, or visit www.ssa.gov.