Free Wednesday Night Workshops

Martin Wealth Management, LLC, will present free one-hour workshops one Wednesday night each month.  Workshops are limited to ten attendees. 

The workshops will be held at the MWM Office at 3400 Rosestone Court, Fort Collins. 

Send an email to steve.martin@mwm3.com to reserve your spot. 

Beverages and refreshments will be provided.  The presentations will start right at 7:00.  Come a few minutes early for refreshments.

Upcoming Schedule:

    A new schedule is being developed.

Past Workshops:

23 January 2008 - Getting Off On The Right Foot in 2008: a list of eight actions that will ensure you are getting 2008 off on the right foot.

27 February - Donor Advised Funds: Come learn how Donor Advised Funds can allow you to meet your philanthropic and charitable goals, pass on your personal values and involve your children in a way that provides you with the greatest tax benefit.

12 March - Investing 101:  Learn the basics of investing - how to maximize your return and minimize your risk.

23 April - The Power of Diversification:  Most have heard that we should diversify our portfolios.  This session will explain the why and how of diversification.

21 May - Ethical Wills - (1.5 hours):  During this workshop you will learn about and create an Ethical Will - a written document that includes instructions for life, morals, values and family stories that one generation hopes to pass on to the next. Ethical Wills are gaining in popularity today as some people want to find a way to leave their loved ones with "values" instead of just "valuables."  Rather than money or possessions, ethical wills bequeath values, beliefs, and ideals to loved ones.