Have you stayed up late thinking "how do I take care of my family if I'm gone?" We can help you answer that question and many more at our free informational presentation "Estate Planning for Real People."
Our presenters will include:
Andrew Wheeler, Agent, New York Life Insurance Company. As a licensed Agent of New York Life Insurance Company, Andrew offers a variety of solutions that can help meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care and lifetime income strategies.
Dan Hagstrom, Mortgage Broker, Yellowstone Mortgage. Dan has been working in the mortgage industry since 1986, and founded Yellowstone Mortgage in 1997 to better serve his clients mortgage needs. Over the past 20 years, Dan has used his expertise and experience to help thousands of Denver-area residents secure the financing they need to make their home ownership dreams a reality. From conventional loans to FHA, VA and USDA and reverse mortgages,
Samuel Ventola, Attorney, Ventola Law. Sam has a wide variety of experience in estate planning. He has also been an attorney in probate matters. While being in practice for almost 30 years, Sam is committed to serving his clients and finding the right solution for their estate plan needs.
Real Solutions for Real People.