How To Reduce Income And Estate Taxes On Your IRA, 401(k) And Pension

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Don’t Miss This Opportunity To Learn From Two Of The Region’s Top Tax and Retirement Income Specialists!

What You’re Going To Learn

Create Substantial Income Tax Deductions

Avoid Double Taxation On Your “Targeted” Retirement Accounts

Legally Bypass Capital Gains Taxes On Stocks, Bonds and Real Estate

Reduce And Even Eliminate Income Taxes On Your IRA and 401(k)

Convert Unused Assets Into An Income You Can Use For the Rest of Your Life

Save Taxes Using Strategies The IRS And Congress Want You To Use… and more!

Caveat: There will be nothing to buy at this briefing, just valuable Behind-The-Scenes information

Course Instructors

John Goodhue

FIDUCIARY ADVISOR

John Goodhue is a nationally recognized Financial Educator, Author, Speaker and Financial Planner, whom you may have seen on NBC, ABC, CBS, and FOX network affiliates and Fortune, Money, Bloomberg Business, Wall Street Select, Market Watch, Denver Business Journal, Denver Post Yahoo Finance and others. Goodhue is the Co-Author of “Giving Transforms You” to be published in the first quarter of 2018. He has been interviewed by ABC TV’s “Secret Millionaire” James Malinchak. John is the co-founder and CEO of APO Financial. John is a lawyer and board member of the Longmont Art Society. He is a Continuing Education Instructor to CPA’s and accountants. John co-created The Smiling Through Retirement Process™. He is married to his wife Mary and together with their blended families have 8 children and one granddaughter. He enjoys traveling, playing golf, and watching his son play competitive hockey. He is passionate about planning and loves to share his financial wisdom and insights.

Brian Gray

FIDUCIARY ADVISOR

Brian Gray is a nationally recognized Financial Educator, Author, Speaker and Financial Planner, whom you may have seen on NBC, ABC, CBS, and FOX network affiliates and Fortune, Money, Bloomberg Business, Wall Street Select, Market Watch, Denver Business Journal, Denver Post, Yahoo Finance and others. Gray is the Co-Author of “Smiling Through Retirement” and “Giving Transforms You” to be published in the first quarter of 2018. He has been interviewed by ABC TV’s “Secret Millionaire” James Malinchak. Brian is the co-founder and President of APO Financial. He strongly believes that everyone should complete their dreams within their bucket list window. Brian co-created The Smiling Through Retirement Process™. He is passionate about planning and sharing his financial wisdom and insights.

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Investment advisory services offered through Horter Investment Management, LLC, a SEC-Registered Investment Advisor. Horter Investment Management does not provide legal or tax advice. Investment Advisor Representatives of Horter Investment Management may only conduct business with residents of the states and jurisdictions in which they are properly registered or exempt from registration requirements. Insurance and annuity products are sold separately through Asset Protect One, Inc. Securities transactions for Horter Investment Management clients are placed through Trust Company of America, TD Ameritrade and Jefferson National Life Insurance Company.