2026 Educational Classes are being scheduled.
We are currently scheduling our educational classes for 2026. If you would like to attend please reach out to us directly and we can schedule a time.
3001, 2026
1903, 2025
Education Classes set for spring 2025
Colwyn is having 3 educational classes this spring:
May 1: Springhill Suites Marriott Hotel in Sugarhouse
May 7: Springhill Suites Marriott Hotel in Draper
May 13: Courtyard Marriott in Lehi
Investment and Retirement Planning Course for people age 55 […]
1301, 2025
Welcome to 2025!
Friends of Colwyn:
Welcome to 2025! I hope you had a wonderful holiday season and that your new year looks positive and hopeful and healthy and happy.
As we start the new year, I wanted to […]
1907, 2021
July 2021 Update
Friends of Colwyn:
I hope you are well this Middle of July. I certainly love our Country and this time of the year I am always reminded of the freedoms I enjoy. As I research economic […]
1908, 2020
Course Outline
Course Outline
Section 1: Life Planning for Retirement
Traditional vs. new retirement
New retirement opportunities
Values and objectives in nine areas of life
The retirement planning process
Section 2: Retirement Needs & Expenses
Early retirement trends
How […]
1908, 2020
Investment & Retirement Planning Education Course
You are invited to…
An Investment & Retirement Planning Education Course
An Educational Course for Adults – Ages 50 +
Why Financial Education is Important
Due to recent tax law changes, an uncertain future for Social Security and the […]
1008, 2020
The path for uncertain times…
Welcome to August! As we continue to march through a remarkable year, I hope that all of you are doing well and can see a path forward.
First, a little financial update – although the GDP […]
2304, 2020
Avoid the scammers
A quick note today on protecting yourself from scammers during these uncertain times that we are living in. We are seeing more concerns with scammers attempting to defraud people during COVID lay offs and the […]
2303, 2020
It was just an old watch…
I want to tell you a story about a watch. Many years ago my mother passed away unexpectedly. Dad had died a few years prior and so in my late 30’s I found myself without […]
603, 2020
Core Principles Series – Principle #10 – Fact based on an observation of one is not meaningful…
Core Principles Series – Principle #10 – Fact based on an observation of one is not meaningful…
There is a fascinating discipline in the world of marketing and decision science called ‘Choice Architecture’. This discipline affects […]