Program Description
Event Details
The first step to building generational wealth is to be confident in your decisions. Building confidence in your future begins with being fully informed about your comprehensive situation. Having an advocate working towards your best interest is important. At times, we hear from people that they don’t know what to ask a financial adviser or a tax adviser.
Join us and learn how to begin asking the right questions. What kind of skills do you need on your financial adviser to serve your unique needs? Begin to understand your situation. Understand what you don’t know and what you must know about your financial situation. If a pension is involved in your household, do you understand it? Exploring your family financial needs is a great step to start. Then, you will learn about strategies to accumulate assets. Tax efficient ways to invest. The power of protecting your income and assets. And other very important topics to empower you and your financial decisions.
Our goal is to build a stronger community by educating. This complimentary presentation is powerful to anyone. You can never know too much about how to make your money make money for you.
Begin your financial freedom journey today!
This is a complimentary presentation to educate our community presented by Nohemy Montes, JD, CPFA, President of Mont Wealth℠ a women-family-owned Financial Planning and Wealth Management Firm headquartered in Colorado Springs. Nohemy’s background is in Law, Economics and Finance. She is one out of ten kids, eight of those kids are women, and she has two daughters on her own, so empowering women is in her blood. Nohemy has been leading families and generations to financial independence for over eighteen years.
Securities and advisory services offered through Cetera Advisors LLC, member FINRA/SIPC, a broker/dealer and a Registered Investment Adviser. Cetera is under separate ownership from any other named entity.