Education

A great retirement starts with a solid foundation of the basic concepts. Our webinars and classes provide education to help you make informed decisions.​

As a speaker for OneSource for Longevity Readiness, Nick provides classes and workshops to the public, all free of charge. Nick has been educating clients and the general public for over 10 years.

OneSource for Longevity Readiness is a nationwide 501(c)(3) nonprofit educational bureau comprised of financial professionals in dozens of fields including investing, estate planning, accounting, tax, real estate, law, and more. Our members have a passion for education and share a common goal of empowering individuals and communities with the knowledge they need to take control of their own financial well-being.

Nick has given classes at Pikes Peak Library District, Pikes Peak Community College, The Colorado Springs Senior Center, as well as several assisted living facilities in the local community. Nick is currently presenting classes monthly at the Colorado Springs Senior Center. If you’re interested in our free classes, either in-person (when available), or on-line (coming soon), be sure to sign up for our newsletter. Just put NEWSLETTER in the subject line.

Our current class offerings include:

  • Cyber Security for Seniors
  • Estate Planning Basics
  • Long Term Care Planning
  • Solving the Social Security Puzzle
  • Tax Planning in a Post-pandemic Era
  • Annuities: The Good, the Bad, and the Ugly
  • Scams, Schemes, and Scum: How NOT to Become a Fraud Victim
  • Financial Self Defense: the 7 Documents to Protect You and your Loved Ones
  • Making your Money Last in Retirement
  • Planning your Legacy
  • The Psychology of Scams
  • Understanding Retirement Risks