How Can Colorado Families Can Pass On More of What They’ve Built…
(and Less to the IRS)?

Join Us For Tax & Retirement Protection
Our Free Educational Event
Discover How Easy Estate Planning Can Be!

November 9th | 6 PM

Windsor Community Recreation Center

Reserve Your Seat NowThis in-person class is no-cost to attend. Seating is limited and our events do fill up fast.

Hosted By Steven Weigandt

Find out the simple way to pass on your home, your savings and your retirement accounts… without handing the IRS more than you have to.

How to avoid costly tax mistakes
Exactly how to protect the people you love
Without the confusion, court battles, or family conflict.

Isn't it time you got your estate plan in order?

Reserve Your Seat NowThis in-person class is no-cost to attend. Seating is limited and our events do fill up fast.

Your Host

Steven Weigandt

Retirement & Tax Planner, and CEO of Perspective Wealth Advisors

Steven Weigandt is passionate about making estate planning simple, approachable, and truly effective for families at every stage of life. With years of experience helping clients protect their loved ones, preserve wealth, and avoid costly tax mistakes, Steven knows how to cut through the confusion and explain what really matters, whether that is a will, a trust, or something in between.

At Tax & Retirement Protection, Steven will guide you through the key decisions you need to make, share real-life stories of plans that work (and those that don't), and give you the clarity and confidence to take the next step toward securing your family's future.

What You Will Discover At Tax & Retirement Protection

Why you need an updated estate plan, especially if you have more than $1M in assets.
The 3 things your estate plan must include to keep your money out of the hands of the government (and why it almost certainly doesn't right now, even if you've worked with a lawyer).
How often your Will or Trust needs to be reviewed and updated to ensure they work and don't become a pile of expensive, and useless, paper in your desk drawer or bookshelf.
What estate planning should cost and who pays the cost of a "too cheap" plan.

Save Your Seat

Reserve your seat below. We will email you the details.

November 9th | 6 PM

Windsor Community Recreation Center
250 11th St, Windsor, CO 80550

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It is our responsibility to protect your privacy and we guarantee that your data will be completely confidential.

How Can Colorado Families Can Pass On More of What They’ve Built… (and Less to the IRS)?

Find out the simple way to pass on your home, your savings and your retirement accounts… without handing the IRS more than you have to.

Steven Weigandt

What You Will Discover At Tax & Retirement Protection

Save Your Seat

How Can Colorado Families Can Pass On More of What They’ve Built…
(and Less to the IRS)?