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    Upcoming Seminars:

    Presented by Chuck Layman, Alicia Lewis, Joshua Lewis

    Topics to be discussed:
    Longevity – Learn strategies that can help your money last as long as you do.
    Tax and the IRS – Can you safeguard your assets from unnecessary taxation?
    Social Security – Discover strategies for maximizing your benefits.  You could be leaving tens of thousands on the table. 
    Protect Your Money – help protect your assets against market volatility while still having your money work for you.  
    “The Washington D.C. Effect” – How can legislation changes affect your retirement?
    Health – Solutions to help you address the financial challenges unexpected health care costs may create during retirement



    Tuesday, October 30th and Wednesday, November 7th In Fort Collins at 6:00 PM.


    We’re committed to helping you make informed decisions about your financial future. We invite all clients, referrals and visitors to attend our events.

    At Layman Lewis Financial we hold informational seminars for our clients and the greater community that feature information on specific topics, such as retirement income strategies and wealth management. Often, our seminars include guest speakers and special activities, as well as take-home materials. We strive to keep you up-to-date on issues that matter to you, your family and your financial well-being. Whenever you attend a seminar, feel free to schedule a one-on-one, no-obligation meeting.

    Please keep in mind that our seminars may have limited space. We will respond to your registration and let you know if there is still room available for your reservation.

    Register Now!

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    We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.

    Investment advisory services offered through AE Wealth Management, LLC.

    Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.

    *Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.

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