Thursday, May 11th at 4pm in Colorado Springs & Live Webinar Via Zoom
-A workshop for our entire community. Clients, guests and the general public are invited.

They say there are only two guarantees in life: Death and Taxes.

You deserve to be well prepared for both.

While often overlooked, robust tax planning is one of the most valuable pieces of a complete financial plan. If you can’t avoid Taxes, why wouldn’t you include them in your Financial Planning? You know your successful retirement requires financial planning and if your advisor isn’t working with you to plan around your taxes, they are doing you a disservice. We invite you to learn how to plan better.

Working closely with our in-house financial planning team at WellthPartners, a subsidiary of SRS Capital Advisors, Hammond Law Group has walked along side our clients for over 17 years to ensure you have a solid plan in place for the inevitable.

Join the team at WellthPartners for this brand new financial workshop to learn:

 

WHAT IS TAX PLANNING AND WHY IS IT IMPORTANT?  

WHO IS TAX PLANNING FOR?

WHAT OPPORTUNITIES MIGHT BE IDENTIFIED?

 

Will your retirement plan be thrown off course because you didn’t utilize tax planning now?

 

Register Today!

 

 

Meet Your Speaker

Steve Hunt, Director of Financial Counseling for WellthPartner

 

 

Steve is the Director of Financial Counseling for WellthPartner, and as such manages the financial planning and investment management dimension of clients’ Wellth.  His commitment to the well-being of others is evident in how he has lived his life: a devoted family man; a tremendous friend to others; a career of service in the Army.

Steve is a committed student and specialist of the mathematics employed for financial planning, portfolio construction modeling and modern portfolio theory. He has two Masters Degrees in Applied Mathematics, most recently from the Naval Postgraduate School, and he has completed additional post-graduate work at Cornell University. Additionally, he has earned the highest credential in the field of data analytics: Certified Analytics Professional (CAP).