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2725 Rocky Mountain Ave, Suite 440 Loveland, CO 80538

970-617-2707
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Upcoming Events

Workshop: How To Protect Your Assets From Market Volatility 

Join us for this timely complimentary workshop, presented by a professor of finance, as we dive into the factors that influence the economy and walk you through the questions you need to define in order to build a sound financial strategy striving to protect and grow your financial assets.

Tuesday, August 4

Pelican Lakes Golf & Country Club
Windsor, CO 80550

Save Your Seat!

Thursday, August 6

Pelican Lakes Golf & Country Club
Windsor, CO 80550

Save Your Seat!

We’ve certainly had our share of market volatility.  But the fact remains that economic uncertainty can spur volatility in the financial markets. Even during turbulent times, you can more confidently ride out a financial storm if you are prepared and have a sound financial strategy in place. Planning for retirement today is much different than it was even a year ago. People are living longer, which means their money needs to last longer – many retirement plans are simply no longer suitable for today’s volatile economic conditions. 

Important informational topics we'll discuss:

  • Historical Perspective of Market Movements (is volatility becoming the norm?)
  • Factors that Influence the Economy and the Financial Markets
  • What higher taxes and inflation will do to your investments
  • The outlook for the 2020 U.S. economy.
    • Will a 15% tax increase impact you?
    • What is tax free income and how can I use it to my advantage?
  • What investment objective, time frame and rick tolerance mean and how they can affect your retirement.
  • 3 main investment decisions you need to define to create a sound financial strategy that fits your needs. 
  • How to weather "financial storms" and be prepared for the next one. 
  • Bring your questions! 

Attendees will receive a complimentary workbook (one per household) - Investment Strategies for Uncertain Markets!  (In lieu of charging for this workbook, we kindly ask that you bring a food item for the Weld County Food Bank.  Any item(s) you can give is greatly appreciated but not expected).

Yummy refreshments will be served. 

Reservations are required. To meet social distancing requirements, seating will be limited. Best to confirm you seats early!

Presenter

Presenter

R. Lane (Bob) Farmer, PhD

As the founder of RL Farmer Wealth Strategies, Bob has invested more than 25 years of his life working with business managers and individuals toward identifying, understanding, and managing financial risk. From running his own companies to managing a bank, to professor of finance, his expertise in the world of finance has shown him that having a sound risk management strategy in place is crucial in preventing principal losses. He believes the worst financial mistake you can ever make in your life is running out of money before you run out of time. 

Attention to detail and breadth, Bob’s educational achievements include a Bachelor of Science in Business Management (BSBM) from the University of Phoenix, a Master’s Degree in Business (MBA) from Regis University, and a Ph.D. in Applied Management and Decision Sciences (Finance Emphasis) from Walden University. Additionally, he is the author of Managing Your Own Retirement; can you do it, should you do it and how you do it as well as an adjunct professor at Southern New Hampshire University teaching classes in financial markets and commercial finance.

All investing involves risk, including the possible loss of principal. There is no guarantee that any investing strategy will be successful. Mutual funds, ETFs, and variable annuities are sold by prospectus. Please consider the investment objectives, risks, charges, and expenses carefully before investing. The prospectus, which contains this and other information about the mutual fund, ETF, or variable annuity contract and the underlying investment options, can be obtained from your financial professional. Be sure to read the prospectus carefully before deciding whether to invest. Securities and Advisory services offered through LPL Financial. A registered investment advisor. Member FINRA & SIPC. The LPL Financial registered representative associated with this workshop may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Registered in the following states: CO, CT, KS, MT, NV, TX, VA, WI,WY.

An inherent risk of exposure to Covid-19 exists in any public place where people are present. Attendees voluntarily assume all risks related to exposure to Covid-19 and any illness or complications caused by Covid-19.