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Created by Certified Retirement Coach Jeff Helms, our Reinventing Your Retirement programs are conducted by Jennifer Lessard, Janet McCoy and Greg Seal, depending upon availability. Each program consists of a series of entertaining and enlightening workshops specially designed for public and private sector employees.

Every workshop offers an objective, insightful and interactive exploration of today's retirement challenges and opportunities – and provides practical, powerful and easy-to use tools to help participants develop and implement a more fulfilling retirement lifestyle.

Each program is customized for your pension,
401(k), 457, 403(b) and DROP plans. Topics include:

  • The Five Key Risks ALL Retirees Face.
  • The Power of Your Employer’s Retirement Plans.
  • The Secrets to a RICHER Retirement Strategy.
  • The Retirement Lies We Tell Ourselves.
  • Common Sense Investment Strategies for All Seasons.
  • Unraveling the Social Security and Medicare Maze.
  • Challenges and Solutions for Tomorrow’s Retirees. 

Each Workshop participant receives:

  • Workbooks and templates to help them develop their personal retirement plans.
  • A complimentary subscription to Retirement Matters, our quarterly newsletter.
  • Toll free access to a retirement consultant to assist in their planning.
  • Updates and useful articles via email to stay on track.

For more information, please call
us at: 303-671-9777 or toll free at 1-800-279-8035.

Or click here to send us an e-mail >

 

Securities offered through Geneos Wealth Management, Inc. Member FINRA/SIPC
Advisory services offered through Seal Financial Services, Inc  

Gregory P. Seal and Janet L. McCoy are registered representatives of Geneos Wealth Management, Inc.
7600 E. Eastman Ave., Suite 412, Denver, Colorado 80231 Telephone: 303.671.9777 or 800-279-8035.


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