Will Your Taxes Affect Your Retirement?
It’s critical to have a solid understanding of the tax status of investments to make informed decisions and review tax strategies that may have an impact on your tax bill. Learn how future tax changes may affect your retirement and ways to create tax-free retirement income.
Jeremiah Massey: As a financial professional licensed to offer advisory services, Jeremiah can take a comprehensive look at your financial landscape and craft a plan to help ensure you’re well positioned to reach your goals.
Brian Prosser: Brian has a background in social work with almost 15 years of experience working with adults and children. He enjoys working with people to find solutions that help them live more secure and meaningful lives.
- Company Profile and Sponsor Recognition during awards presentation
- Company name and logo in the program
- Full page ad in Program
- Your company name on a sponsored table
- Logo on the Henjum webpage and event promotions
- (4) – Social Media shoutouts
- (4) – Newsletter shoutouts
- Announce one Accolades recipient at event
- (8) event tickets (one full table)
- Sponsor Recognition during awards presentation
- Company logo in the program
- Half page ad in Program
- Your company name on a sponsored table
- Logo on the Henjum webpage
- (2) – Social Media shoutouts
- (2) – Newsletter shoutouts
- (6) event tickets
- Sponsor Recognition during awards presentation
- Company logo in the program
- Quarter page ad in Program
- Your company name on a sponsored table
- Logo on the Henjum webpage
- (4) event tickets
Join us at Melody Living where we will hear from Ryan Holzwarth from Stifel Financial. Ryan will talk about the importance of having a wealth planning strategy, overcoming financial roadblocks in retirement, and addressing the fear of outliving your money.
Ryan Holzwarth | Financial Advisor
Ryan grew up outside of Flint, Michigan, and graduated from Central Michigan University with a Bachelor of Science in Business Administration. His investment industry career began in 2013. He has Series 7 and 66 securities licenses, as well as life, health, and variable insurance licenses (including annuities).
Having joined Stifel in 2021, Ryan is committed to developing long-lasting relationships built on trust and integrity. His mission is to create personalized wealth management and investment plans based on my clients’ finances, lifestyle, risk tolerance, time horizon, and more to help them pursue their short- and long-term financial goals.
Ryan lives in Colorado Springs with his three-year-old son, Grayson, and my dog, Dex. “It’s safe to say that we have embraced the mountain life and all that the community has to offer. Outside of the office, I enjoy volunteering at local resource groups and offering my financial skillset and knowledge whenever I have the opportunity.”