Fort Collins Retirement PlAnning Free Workshops

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Complimentary Retirement Planning Dinner Workshop:

Topics to be covered

Income Planning

  • Replacing your paycheck
  • Making your money last

Investment Portfolio

  • How is a retirement portfolio different from a work 401(k)?
  • How to reduce volatility and risk without sacrificing returns?

Tax Minimizing

  • Roth conversions strategies to reduce taxes
  • Reducing and eliminating IRMAA
  • Qualified charitable distributions to eliminate RMD taxes

Estate Planning

  • Protect and transfer your estate with ease.
  • Learn the must-have legal documents.

Fort Collins, CO

Only 2 Complimentary Dinner Worshops

Ready to RSVP?

Register for free workshop

RSVP to one of the following dates and locations:

Fort Collins, CO Retirement Planning Workshop

Place:
Sonny Lubick Steakhouse
115 S College Ave Fort Collins, CO 80524

Date & Time:
Tuesday, April 14th, 2026
5:30 to 8:30 PM

Book

Place:
Sonny Lubick Steakhouse
115 S College Ave Fort Collins, CO 80524

Date & Time:
Thursday, April 16th, 2026
5:30 PM to 8:30 PM

Book

Meet Your Host and Instructor

KEVIN YORGENSEN

Financial Planner at The Estate Planners Group

Kevin held executive positions at large financial services firms during his 35+ year career in Information Technology. He last served as Chief Information Officer (CIO) at Prudential Annuities prior to beginning his second retirement in 2016. Other endeavors over the years included starting a small business, running his own consulting services business and serving as an adjunct professor at the University of Hartford. Again growing restless in early retirement and seeking to leverage the strong strategic planning and client facing skills developed throughout his previous career, Kevin joined EPG at the beginning of 2019.

Kevin earned his Bachelor of Science in Business Administration and his Master of Business Administration (MBA) degrees from the University of Hartford, a Master’s Certificate in Project Management from George Washington University and an Insurance Executive Development Program Certificate from the Wharton School at the University of Pennsylvania. Additionally, he holds a Series 65 securities license and the CERTIFIED FINANCIAL PLANNER® certification.

Kevin and his wife, Siobhan, currently reside in Timnath, CO and enjoy spending time outside with their daughter, son-in-law and grandson.

Fort Collins, CO

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testimonials

see why our clients
trust us

  • Great overview of the retirement planning issues and concerns.

    – WiIliam

    Berthoud, CO

  • Great insight and expertise. Easy to follow and understand. I highly recommend the course!

    – Cynthia

    Langhorne, PA

  • Not a sales pitch. Discussed options that were available to consider in retirement

    – Allen

    Naples, FL

  • Take the course it makes you aware of what you need to do for a safe retirement

    – Jean

    Newtown, PA

  • Course is of super value and will pay huge dividends.

    – John

    Ft. Myers, FL