This event will be an introduction to an opportunity to take a deeper dive in finding out what you DON’T know about your financial longevity.

We have TWO opportunities to learn what we don’t know and how it can hurt in March!

Classes offered by Patrick Lynch & Jason Mong

For 1 hour Class 

Tuesday, March 10, 2020 

10 to 11 am

Learn about a no-nonsense, straight talk crash course on how to Retire Right. Let 2 registered fiduciaries help you become a smart and savvy investor.

Then come back for the hands on….

2 hour Class
Retire Me Right Lite

A FREE two hour Retirement crash course to help you master your finances by learning cost saving methods and smart retirement strategies.

This knowledge will help to reduce your frustrations, fear, anxiety and confusion about investments, taxes and Social Security.

Thursday, March 12, 2020.

6-8 pm. Drinks and appetizers included.

In the Retire Me Right Lite class you will learn how to:

• Reduce fees, loads and charges in your investments
• Protect your money from a market collapse
• Cut your taxes
• Maximize your returns
• When to take and how to maximize your Social Security income

March 10, 2020 10-11 am and March 12, 2020 6-8 pm

Heritage Todd Creek Community Center
8455 Heritage Dr. Thornton, CO 80602

Must RSVP text or call for space 720-416-1984

About the presenters!

Patrick Lynch, CFEd ®

Patrick has more than 25 years’ experience in the financial services industry and has helped thousands of people work towards achieving their financial goals.

Under Patrick’s leadership, Patrick Lynch Financial provides conservative insurance and investment strategies that help lead individuals and families toward their ideal retirements. While the company focuses on retirement planning, Patrick throughout his career has helped facilitate employee stock ownership (ESOP) plans, insurance solutions, disability income insurance and financial planning for business.

Patrick finds it deeply rewarding to take the complexities of a family’s finances and translate those issues into something clear and understandable. He believes his success rests in empowering his clients to understand their financial goals as they achieve them.

Patrick holds his Series 65 securities registration and life, accident and health insurance licenses and holds a long-term care professional designation. He is also a Registered Investment Adviser.

Born and raised in Colorado, Patrick is the proud father of three children, Meghan, Christopher and Lauren, and the proud grandfather of Ian and Beckham. When he’s not in the office, he enjoys spending time with his family, golfing, playing softball and exercising.

Jason Mong, CRPC ® , CFEd ®

Jason is a passionate Community Educator. Seeing his student’s eyes light up as they connect his lessons
to their lives is one of his greatest joys. Watching them confidently live the life they have imagined
because of their hard work and a bit of his guidance is why he loves his career. Jason cares deeply about
helping others and is a Registered Fiduciary who always puts his clients first.
He holds the Certified Financial Educator – CFEd® designation from the Heartland Institute of Financial Education and the Chartered Retirement

Planning Counselor – CRPC® designation from the College for Financial Planning.
In addition to teaching Jason is a Financial Advisor and Investment Advisor Representative with Wealth
Watch Advisors LLC. He specializes in Written Retirement Income Plans, Social Security Maximization,
Wealth Preservation and Comprehensive Retirement Planning Strategies.

Jason is happily married to Amy and they are the proud parents of 2 wonderful young adults. They are
Colorado natives and enjoy hiking, biking and anything that will keep them outdoors within view of the
beautiful mountains of Colorado.

Patrick Lynch, IAR®