Retirement Planning Workshop in Glenwood Springs, Colorado
About this event –
Photos from our Retirement Planning Workshop in Glenwood Springs, CO. The event was hosted by Danielle Howard, Molly McMahon and Mahesh Odhrani. During the session we discussed:
– Clarify what retirement success actually looks like
– Evaluate balance across key life areas such as family, health, finances, leisure, and community
– Identify whether essential expenses are covered by reliable income sources
– Understand how discretionary spending connects to portfolio design
– Assess whether there is adequate reserves for contingencies
– Examine longevity, lifestyle, liquidity, legacy goals, and optimal financial tools
Upcoming Events –
Year-End Tax Planning Seminar – CO
Webinar: Protecting Your Assets, Estate & Legacy. Strategic Wealth Design webinar about asset protection and estate planning on 10-08-26.
Glenwood Springs Open House
Join Strategic Wealth Design for the grand opening of our Glenwood Springs, Colorado location.