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Lara Herron and Mike Herron offer investment advisory services through Gradient Advisors, LLC (Arden Hills, MN 877-885-0508), an SEC Registered Investment Advisor. Gradient Advisors, LLC and its advisors do not render tax, legal or accounting advice. Herron Financial Group LLC is not a registered investment advisor and is independent of Gradient Advisors, LLC. Insurance products and services are offered through Lara Herron and Mike Herron, independent agents. This communication may contain information that is proprietary, privileged, or confidential, or otherwise legally exempt from disclosure. If you are not the named addressee, you are not authorized to read, retain, copy, or disseminate this memo or any part of it. If you have received this memo in error, please notify the sender immediately by Email or fax, and destroy all copies of this communication. Please be further advised that, pursuant to the Bank Secrecy Act, the USA PATRIOT Act, and similar laws, any communication in this e-mail is subject to regulatory, supervisory, and law enforcement review. Herron Financial Group LLC, Lara Herron, Mike Herron, and Gradient Advisors, LLC are not affiliated with or endorsed by the Social Security Administration or any government agency.
EVENT DETAILS
Create a Retirement
Join us for a Complimentary Workshop covering Social Security, Retirement Income and Taxes to learn how New Generation Retirement® system can help protect what you care about most
ABOUT YOUR HOSTS
How to build an income plan that you, nor your family will outlive
How the One Big Beautiful Bill Act (OBBBA) will affect your social security and retirement outlook
How to pass your wealth and estate on to your loved ones in the most tax-advantageous ways possible
How to build an estate plan that protects your legacy from probate
Ways you can maximize your benefit in coordination with your retirement fund
Ways to help make your retirement assets work together holistically, reinforcing your retirement goals
What You Will Learn
Tuesday, July 28th
@ 6:00 PM
The Space by Arapahoe Libraries
Meeting Room B
12855 E Adam Aircraft Cir, Englewood, CO 80112
BONUS: Chick-fil-A will be served at our event as our 'thank you' for joining us!
BONUS: Chick-fil-A will be served at our event as our 'thank you' for joining us!
Organize and assess your assets to understand where your money is today
Build a strong income foundation designed to support a lasting retirement
Enhance your plan with tax-advantaged strategies, including properly structured life insurance for flexibility
Optimize Social Security benefits while avoiding common (and costly) tax mistakes
Identify your “Color of Money” to evaluate risk and tax exposure
Create tax diversification strategies to help maximize after-tax income during retirement
What You Will Learn
EVENT DETAILS
Castle Rock Library
100 S Wilcox St
Castle Rock, CO 80104
Wednesday, February 11th @ 6:00 PM or
Thursday, February 12th @ 11:30 AM
BONUS: Chick-fil-A will be served at our event as our 'thank you' for joining us!
Koelbel Library
Meeting Room B
5955 S. Holly St., Centennial, CO 80121
Tuesday, June 23rd
@ 6:00 PM
Strategy Built to Last
Protect Your Legacy &
Join us for a Complimentary Workshop covering Social Security, Retirement Income, Estate Planning and Taxes to learn how Enhanced Planning can help protect what you care about most
Wednesday, June 10th
@ 6:00 PM
Koelbel Library
Meeting Room B
5955 S. Holly St., Centennial, CO 80121
BONUS: Chick-fil-A will be served at our event as our 'thank you' for joining us!
Preserve Family Harmony
Organize and assess your assets to understand where your money is today
Build a strong income foundation designed to support a lasting retirement
Enhance your plan with tax-advantaged strategies, including properly structured life insurance for flexibility
Optimize Social Security benefits while avoiding common (and costly) tax mistakes
How the New Generation Retirement® system can help protect what you care about most
Create tax diversification strategies to help maximize after-tax income during retirement
What You Will Learn
Create a Retirement Strategy Built to Last
EVENT DETAILS
BONUS: Chick-fil-A will be served at our event as our 'thank you' for joining us!
The Space by Arapahoe Libraries
Meeting Room B
12855 E Adam Aircraft Cir, Englewood, CO 80112
Tuesday, July 28th
@ 6:00 PM
ABOUT YOUR HOSTS
Lara and Mike Herron are a husband-and-wife team who co-founded Powderhorn Financial, bringing complementary strengths, relationship-driven guidance and insurance-based retirement planning expertise, to every client they serve. As licensed insurance agents and Investment Advisor Representatives, they take a holistic approach that ties insurance and investment advisory strategies together into a single, cohesive plan. The firm is built on a foundation of education, trust, and integrity.
Empowering Financial Confidence Through Education, Integrity and Trust.