Free Help with Retirement Planning Without Any Sales Pressure -- Finally There Are Investor Education Programs Seniors Can Trust

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The CO Department of Regulatory Agencies is sponsoring two investor education programs for seniors and those approaching retirement. These non-commercial events include small group workshops led by volunteer financial professionals from the communities.

Free help with retirement planning—without the sales pressure. Finally there are programs that seniors can trust. Sponsored by the CO Securities Commission (DORA), the Investor Protection Trust and the Greenwood Village-based Evelyn Brust Financial Research and Education Foundation, these events will be held in two libraries in May.

Too many free financial planning workshops come with a steep price—heavy product or service promotion. With investor fraud and senior fraud at shocking high levels, where can retirees go to get free financial advice? At least for CO seniors the answer is easy: on May 21 to the Lakewood Library, and on May 24 to the Highlands Ranch Library.

These programs, "Investor Education in Your Community: Smart Strategies for a Successful Retirement", cover a wide range of topics for adults 55+: retirement portfolio management and withdrawal rates, risks in retirement, Social Security and Medicare tips, long term care, annuities and reverse mortgages. The second half of these programs provide the most unique tool for attendees: a chance to meet with a certified financial advisor in small groups to get their “3 Big Questions” about retirement answered in a safe, no-pressure setting. Attendees can come prepared with a personal balance sheet and monthly budget, and can leave with a real plan for their own financial future.

The program on May 21 will be from 10:00 AM to 12:30 PM; refreshments provided. To register visit the Lakewood Library at 10200 W. 20th Avenue, call 303 235 5275, or go to

The program on May 24 will be from 6:00 to 8:30 PM; light dinner provided. This program is at the Highlands Ranch Library, 9292 Ridgeline Boulevard. To register call 720 670 6702.

Seniors in Colorado finally have a source for financial education they can trust. Two programs in May sponsored by the CO Department of Regulatory Agencies will help them learn more about Smart Strategies for Successful Retirements.


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Jennifer Maskrey
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Christina Maher
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