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    Upcoming Seminars:


    DISCOVER 8 STEPS TO A SECURE AND HAPPY RETIREMENT TOGETHER!

    Listen to  Alicia Lewis and Josh Lewis talk about "SMART COUPLES-SMART RETIREMENT; THE RETIREMENT SEMINAR" Based on the principals taught in David Bach's New York Best Selling Book:


    JOIN US FOR DINNER AND LEARN:
    -How smart couples work as a "team" on their retirement goals
    -Five key financial decisions every couple needs to make
    -The new 2017 tax rules and how to "catch up" over age 50
    -How to find out NOW if your retirement income will last as long as you'll need it
    -What you're not being told about your IRA account and need to know
    -How to prepare for future market corrections before they happen
    -What to do with "dormant" retirement accounts from previous employers
    -Why believe it or not, many retirees may actually be wise to take Social Security early
    -How to ensure your values are aligned with your money as a couple

    Tuesday, July 17th at 6:00 PM in Fort Collins



    PREPARING FOR RETIREMENT SHOULD CREATE EXCITEMENT, NOT CONCERN.  YET FOR MANY, THAT'S NOT NECESSARILY THE CASE.

    Listen to Chuck Layman, Alicia Lewis and Josh Lewis talk about h
    elping maximize YOUR Retirement by:

    Longevity-Learn strategies that can help your money last as long as you do.
    Taxes 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.
    BONUS TOPIC


    Wednesday, August 1st, and Tuesday, August 7th at 6:00 PM in Loveland


    Register today >>

    Check back soon for upcoming events!

    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. Carrie will respond to your registration and let you know if there is still room available for your reservation.

    Register Now!
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    “Best Of” is an annual survey conducted by Lydia’s Style magazine. The winner is chosen by an online vote of the general public and no specific criteria is utilized to determine the winner. The majority of voters may not be clients of Layman Lewis Financial group. The designation is not representative of any one client’s experience and is not indicative of future performance.

    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.

    The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual's situation.

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