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Events2019-01-10T00:54:11+00:00

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

At these complimentary dinners, 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 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, JANUARY 24, 2019, 6:00 PM – 8:00 PM

Michael Didion, MBA, AAMS®
Wells Fargo Advisors

MICHAEL DIDION, MBA, AAMS®

Michael is a financial advisor with Wells Fargo Advisors. He serves the Colorado Springs and Monument communities by delivering a comprehensive, strategic planning approach to his client relationships. His mission is to deliver a customized and accurate investment plan to help people achieve their most desired goals and dreams for themselves and their families.

VENUE

BIAGGI’S
THE PROMENADE SHOPS IN BRIARGATE

1805 BRIARGATE PARKWAY
COLORADO SPRINGS, CO 80920

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THURSDAY, JANUARY 31, 2019, 6:00 PM – 8:00 PM

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

BIAGGI’S
THE PROMENADE SHOPS IN BRIARGATE

1805 BRIARGATE PARKWAY
COLORADO SPRINGS, CO 80920

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TUESDAY, FEBRUARY 5, 2019, 6:00 PM – 8:00 PM

PJ Musilli

PJ MUSILLI

As a lifelong coach, I know how to partner with you to help you set and reach your goals. By using an established process and working as a team with your CPA, attorney and other professionals, I educate you on how to plan for and achieve the financial goals that are most important to you and your family. Whether it’s creating a plan for retirement, saving for a child or grandchild’s education, or other long-term aspirations, I love assisting people as they turn their hopes and dreams into reality.

VENUE

MARIGOLD CAFE & BAKERY

4605 Centennial Blvd, Colorado Springs, CO 80919

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