About this Event
Can you help your kids, care for your parents and still retire on time? You can, if you know the right moves.
Join us for the opening night of The Signature Series, a complimentary evening of light dinner, drinks and clear, practical answers for every generation of your family. Financial Advisor Chet Bogdan walks through the moves that make the biggest difference, with plenty of time for your questions.
WHAT YOU'LL LEARN
• How a teen's summer job can jump-start tax-free savings
• 529 plans, the Colorado state tax deduction, and what to do with leftover 529 money
• Roth IRAs for kids and the new Trump Account
• Helping aging parents without derailing your own plan
• The role your home's equity can play in your retirement
WHO SHOULD COME
Parents, grandparents, anyone planning for retirement and anyone helping aging parents. Adult kids are welcome. Bring a friend!
SERIES SPEAKER
Chet Bogdan, Financial Advisor & CEO, Equity Development Corporation
YOUR HOSTS
Lynn Marie Baxter, REALTOR®, LMB Signature Homes | REMAX Professionals, and RJ Baxter, Mortgage Advisor, NEO Home Loans
THE SIGNATURE SERIES
Four complimentary evenings. Attend one or all.
• I · The Balancing Act · Wednesday, November 4
• II · Protect What Matters: wills, trusts, guardians, beneficiaries and the documents every 18-year-old needs · Wednesday, February 3
• III · Make Every Dollar Count: smart tax moves for families · date to be announced
• IV · You Choose: you tell us the topic, we bring the right expert · date to be announced
Seating is limited. Reserve your seat today.
Educational event only; not individual tax, legal or investment advice. Securities offered through LPL Financial, member FINRA/SIPC. Investment advice offered through Private Advisor Group, a Registered Investment Advisor. RJ Baxter, Mortgage Advisor, NMLS #395819 · NEO Home Loans powered by Better Mortgage Corporation, NMLS #330511 · Lynn Marie Baxter, REALTOR® & Broker Associate, License #FA100104831 · REMAX Professionals, 1745 Shea Center Dr, Ste 100, Highlands Ranch, CO 80129 · 303.268.8800 · Equal Housing Opportunity.
Agenda
🕑: 05:30 PM - 06:00 PM
Light dinner, drinks & mingling
🕑: 06:00 PM - 06:10 PM
Welcome, plus a quick market and rate update with Lynn Marie & RJ
🕑: 06:10 PM - 07:10 PM
The Balancing Act presentation with Chet Bogdan
🕑: 07:10 PM - 07:30 PM
Your questions answered, then wrap up
Event venue & nearby stays
Thrive, 9200 East Mineral Avenue, Centennial, United States
Concerts, fests, parties, meetups — all the happenings, one place.