Look beyond the dollars and cents of traditional retirement planning.
Join us for an eye-opening look at what life might look like after work and develop a more personal and creative approach to everyday life in retirement. Learn the '7 things no one tells you' and gain insight into the next chapter!
What is your path to a successful retirement?
- Retirement is an emotionally charged topic.
- There is no single, universal definition for a successful retirement.
- A successful retirement isn’t one without problems but rather one in which you learn to overcome them.
- Resilience, positive mindset and support are key.
JFG Host: Trevor Holen, LPL Financial Advisor
Trevor is a Nebraska native and moved to the Denver area and joined Johlfs Financial Group in October 2020. He joined the team as an onboarding specialist and has moved up to a full time Financial Advisor and is studying for his CFP designation. He curates custom financial plans for clients and specializes in risk management solutions.
Guest Host: David Pullman, CFA
Regional Advisor Consultant - Columbia Threadneedle Investments. David Pullman is a regional advisor consultant for the independent advisor and RIA divisions at Columbia Threadneedle Investments responsible for advisors in Colorado. He joined Columbia Threadneedle Investments in 2014 and has been a member of the investment community since 2011. Prior to this role, Mr. Pullman was an internal advisor consultant for Columbia Threadneedle Investments. He began his career in financial services at BlackRock, Inc. where he worked as an investor services specialist.
Date and Time
Wed, May 24, 2023
5:00p - 6:00p MST