ENJOY A COMPLIMENTARY DINNER WITH ESTATE PLANNING ATTORNEY PAUL MASON AND SOME OF HIS TRUSTED ADVISORS.

At these complimentary estate planning dinner seminars, estate attorney Paul Mason will provide you with actionable information that you will be able to use for your own personal estate planning.

Homeowners, business owners, and anyone with assets owe it to themselves, and their family, to get honest facts on proper estate planning.

Many past attendees that already had a simple Will were astonished to learn that they are not as protected as they thought. Paul Mason’s Estate Planning Dinner Seminars will educate you on the legal and practical steps you should take to protect your assets, your wishes, and the people that you love.

YOU WILL LEARN HOW TO…

  • Name a guardian for a minor child or grandchild
  • Avoid a long and expensive court process known as probate
  • Make your medical wishes known and ensure they are honored
  • Make sure the money you leave behind would be immediately and privately available to your family
  • Protect your spouse and children’s inheritance from creditors, predators, future divorces, and lawsuits
  • Leave behind more than just money and homes, but pass on a legacy

THURSDAY, SEPTEMBER 1st, 2022, 6:00 PM – 8:00 PM

Michael Cordrey

MICHAEL CORDREY, FINANCIAL ADVISOR & REGISTERED PRINCIPAL

Michael Cordrey joined First Command Financial Services in 2001. Previously, he worked as an engineer manager for six years with Space Systems Loral (now SSL). He also served in the United States Army for six years. During this time, he was an airborne ranger in the 1st Battalion, 501st Airborne Infantry Regiment and a space operations officer for the U.S. Army Space Command.

A graduate of Ohio University with a Bachelor of Science degree in Mechanical Engineering and Colorado Technical University with a Master of Science degree in Management, Michael holds Series 6, 7, 63, 65, 24 and 26 securities licenses, plus state life, health and property-and-casualty insurance licenses. He is a member of the National Association of Insurance and Financial Advisors, Financial Planning Association and Financial Services Institute.

Michael advocates time-tested financial principles, including disciplined, long-term saving and investing, careful debt management, and a thoughtful insurance strategy to manage financial risk. Through a values-centered approach to financial planning and a client-first philosophy, Michael is committed to helping First Command’s clients plan confidently for the future and to accompanying them on their financial journey. With over a decade of experience in the insurance and investment industry, Michael is proficient in helping clients develop cost-effective strategies to manage risks to their financial well-being and pursue their financial goals.

Michael has been married to his wife, Frances, since 1996, and they have one son and one daughter.

VENUE

La Bella Vita
Ristorante Italiano

4475 Northpark Drive
Colorado Springs, CO 80907

THURSDAY, SEPTEMBER 15, 2022, 6:00 PM – 8:00 PM

Brand Lundberg headshot
Edward Jones Financial Advisors that recommend Mason Law

BRAD LUNDBERG, CFP®, AAMS®

As an Edward Jones financial advisor, Brad believes it’s essential to invest his time to understand what you’re working toward before you invest your money. It’s also important to understand the level of risk you’re comfortable accepting when investing so he can balance it with the steps necessary to reach your long-term goals.
Whether you’re planning for retirement, saving for college for children or grandchildren, or just trying to protect the financial future of the ones you care for the most, he can work with you to develop specific strategies to help you achieve your goals.

VENUE

Mason Law Free Estate Planning Dinner Seminars at Biaggis

BIAGGI’S RISTORANTE ITALIANO

1805 BRIARGATE PARKWAY
COLORADO SPRINGS, CO 80920

WEDNESDAY, SEPTEMBER 28th, 2022, 6:00 PM – 8:00 PM

Matt Lang hs

MATT LANG, CFP®

Once upon a time, people trusted a single person to help them plan and prepare for the future. Now, it seems retirement has become about cookie-cutter portfolios managed by large corporations. The intimacy of custom investment has been discarded in favor of convenience. That’s not the case at Lang Investment Services, and our mission is a simple one: Create a highly personalized retirement strategy designed to make sure you don’t run out of money in your golden years.

Guided by your personal goals, available resources, and timelines, we work shoulder-to-shoulder with you to help make sure that you can spend your retirement … spending. Spending time with family. Spending time traveling the world. Spending time living life on your terms. Our strategies are designed to walk the line between your planning goals of lifetime income, beating inflation, and safely protecting and growing your principal. For over 20 years, Lang Investment Services’ approach has delivered strategies to help your money continue to work for you long after you’ve stopped saving.

VENUE

Mason Law free estate planning dinner seminars at Beasts and Brews.

Beasts and Brews

7 Spectrum Loop
Colorado Springs, CO 80921

THURSDAY, OCTOBER 13th, 2022, 6:00 PM – 8:00 PM

Mont weatlh

NOMEHY MONTES, J.D., CPFA

Nohemy Montes has been providing financial wealth management for over 17 years. She founded Montes Group Inc.* to provide financial growth and empower businesses, individuals, and families to have choices that lead today, tomorrow, and future generations and she takes pride in working with three-generational families.

As a Wealth Manager, Nohemy takes an all-embracing approach to guide her clients in the management and execution of the investments and preservation of their wealth and legacy. Her knowledge and experience allow timely results.

She created a process that is simple for you but fully backed by its local, national, and global strategic partners and leaders in the investment services industry.

Her commitment to advising and coaching clients to thrive in the financial arena brings her joy as well as opportunities to continue developing business and community relationships across the State of Colorado. One of her favorite quotes is: “Education is power”. She backs her ideology by providing financial seminars throughout the year for organizations, businesses, and individuals.

VENUE

Mason Law Free Estate Planning Dinner Seminars at Biaggis

Biaggi’s Ristrorante Italiano

1805 Briargate Parkway
Colorado Springs, CO 80920

THURSDAY, OCTOBER 27th, 2022, 6:00 PM – 8:00 PM

Zach Kibby

ZACHARY KIBBY, FIC, RICP®

I’m proud to be a Thrivent financial professional. I provide personalized financial guidance to people at all stages of life. At Thrivent, we view money not as a goal, but as a tool — one that can afford you a life rich in meaning and gratitude.

We believe humanity thrives when individuals make the most of all they’ve been given. I’m here to help you do just that.

VENUE

Mason Law Free Estate Planning Dinner Seminars at Biaggis

Biaggi’s Ristrorante Italiano

1805 Briargate Parkway
Colorado Springs, CO 80920