callPhone (970) 791-1787
Senior and Family Financial Logo
Home
Our Services
About Us
Current News
schedule a call

The Wealthy Entrepreneur Dinner Seminar

A Specialized Approach to Private Wealth Management for Medical Professionals

19
Tuesday
august
- OR -
21
Thursday
August
6:45pm to 8:45pm
Eddie Merlots Logo
10110 East Dry Creek Rd.
Englewood, CO 80112
Register Now
arrow_forward

Please join one of the Premier Planning Teams in the country for an upcoming complimentary dinner and seminar entitled – “The Wealthy Entrepreneur for Doctors - Proven Secrets Every Doctor Must Know,” exclusively for Medical Professionals at Eddie Merlot’s Prime Aged Beef and Seafood in Englewood, CO. As our past dinner seminars had a waiting list, please book early as seating is limited and reservations are required in advance.

EVENT HOSTS

Steve Vrooman

Certified Financial Fiduciary or CF2®, CRC®, IAR® – CEO of Senior and Family Financial LLC

John J. Moakler, Jr.

BMath, CFP®, CLU®, CSC® – President & Sr Exec. Financial Planner – Moakler Wealth Management Inc.

Todd Bothwell

CLU®, ChFC®, CLTC®, MBA – CEO of Generational Financial Services LLC

Topics & Strategies Include

How To Create a Tax-Free Retirement Paycheck
Drastically Cut Your Taxes with Bigger Tax Deductions
How does the “Big Beautiful Bill” affect your Family & your Estate
How to Build Your Own Tax-Free “Super Roth”
Leverage Charitable Deductions – Do Good AND Cut Your Taxes
How To Create a Personal Pension Protected Against Lawsuits/Malpractice
Learn the Legacy Gift: Tax-Free Wealth Transfer To Heirs… and so much more!

Testimonials

"Steve breaks down complicated financial information into simple terms which we all can understand.  He is detail oriented and is always helpful.  He is the right and best financial planner for me. Unlike most others, he is always only one phone call away.”
HG Parsa PhD

Testimonials

“We would highly recommend John Moakler to anyone who wants a great financial planning experience. We have been working with John since early 2008. We trust John’s knowledge and expertise when it comes to specific questions surrounding tax, estate, and retirement planning. John meets with us regularly and addresses any concerns about our financial goals. If you want to see the difference between a financial planning expert and a financial advisor, then you need to call John…He’s our EXPERT!”
Dr.K & S Qasha, MD

Testimonials

"I have personally and known Steve for over six years and have been relying on his financial planning advice since then.  Steve is personable, dedicated and very knowledgeable when it comes to developing a financial plan.   Steve has the highest level of integrity, and his expertise is always consistent.  I strongly recommend his services for any and all your financial planning needs."
Dan Lundine - Business Owner

Testimonials

“John, I just finished reading your book. If I would have met you 15 years ago, I would have made different decisions about my planning and my finances. I made mistakes, but believe that going forward, with your help and advice, it is not too late to “steer the ship in a better direction.”
Dr. S. Carson, MD

REgister Here

Registration does NOT guarantee a seat. You will receive an email once your spot is confirmed. This dinner seminar is for Medical Professionals ONLY.

Thanks for signing up! We will be in contact with you shortly to confirm your seat for the upcoming dinner seminar.
Oops! Something went wrong while submitting the form.