Why come to this event? You will learn:

How IRMAA (Medicare premium surcharges) is taking billions from retirees

Why 98% of financial professionals have never even heard of IRMAA–or choose to ignore it

How your 401K and IRA cause these Medicare surcharges

How IRMAA surcharges have completely consumed some retirees' Social Security benefits

Join us  

... Retire with Confidence!

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This presentation should not be used as a basis for legal and/or tax advice. In any specific case, the parties involved should seek the guidance and advice of their own legal and tax counsel. Estate planning is done in conjunction with your estate planning attorney, tax attorney, and/or CPA.

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IRMAA is a "shadow tax" that is taking billions from retirees' Social Security checks and retirement income

How to set up tax-free streams of retirement income that do not cause “collateral damage” through IRMAA or other “voluntary” taxes

How to ensure you retirement plan works holistically with each component

Maximize Your Medicare & Social Security Benefits

Phone: (720) 599-7277

Email: info@5280rg.com

Website: www.5280RG.com

Privately Catered

This is a working class. We will be workshopping real world examples. Come with your notebook, ready to learn. We can't have your mind distracted by hunger pains, so dinner will be provided as our 'thank you' for joining us!

The Board of Trustees expect IRMAA surcharges to inflate by 7.4% per year over the next decade, affecting millions more of retirees every year

Seating is limited! Register today!

As a "thank you" for attending, all attendees will be eligible to receive their own IRMAA Stress Test

What will your IRMAA Stress Test Reveal?

Could You Lose Your Social Security?

Exclusive In Person Event

This is a working class. 

We will be workshopping real world examples. Come with your notebook, ready to learn. 

As a bonus, we will also be serving a compli

Seating is limited! Register today!

ABOUT YOUR HOSTS

Nick Bour
CLTC®, NSSA®

Nick has been in the Financial services industry for over twenty years. His passion for the industry was weighed primarily in the ability to work directly with families and businesses in a way that would truly impact their lives and the generations that follow them.

After working across several major companies throughout his career, Nick decided to build his own Firm to fully realize his vision for a business model that would arm clients with the knowledge and tools to plan for their tomorrow. Nick takes an educational approach to Financial planning. He aims to lead his clients down the right path while providing a complete picture of the road ahead. Part of his comprehensive process involves his team members and the unique skills they offer to best serve the clients of Inspire Wealth.

In addition to providing clear action steps, Nick encourages his clients to use their wealth as a tool to create memories along with a legacy enjoying the wealth they have built with their loved ones now and creating lasting memories before leaving it behind for future generations to inherit.

When it comes to making memories and family values, Nick likes to practice what he preaches. He and Jen, his wife of seventeen years, enjoy spending time at their family cottage on Long Lake with their two children, Toby and Olivia. They enjoy all sorts of quality time, from off-roading on the trails to relaxing sunsets. For Nick, helping his clients achieve the comfort and confidence to enjoy their wealth with their family, as he does, is his life’s greatest passion.

PHILLIP REED
JD, CAPP

Phillip J. Reed is a licensed attorney and certified asset protection planner whose practice focuses on Asset Protection Planning, Estate Planning, and Wealth Protection Strategies. As the founder of Reed Law PLC and Fulcrum Wealth Strategies, LLC, Phillip is dedicated to helping families and businesses achieve financial security and wealth protection allowing them to cultivate a growth mindset.

Phillip's passion for prudent planning was ignited by a pivotal moment in his own life - when his father's sudden cancer diagnosis illuminated the profound importance of having a comprehensive plan in place. This experience inspired Phillip to design his practice around guiding clients through the complexities of estate planning, asset protection, and wealth management. 

With a "think outside the box" approach, Phillip leverages his expertise as both a legal strategist and business advisor to deliver tailored solutions that exceed his clients' expectations. Whether crafting an estate plan, launching a new business venture, or implementing dynamic asset protection strategies, Phillip's unwavering commitment is to forge enduring relationships and provide the peace of mind that comes from knowing one's future is secure. 

At the heart of Phillip's work is a deep belief that families and businesses should be protected from the unknown, empowered to focus on what truly matters. As a devoted husband to his wife, Amy, and proud father of two daughters, Phillip understands firsthand the significance of prudent planning and the impact it can have on one's quality of life.

ABOUT YOUR HOST

Michael Knox
Founder / Owner

"Seeing people lose money so close to, or in retirement, because of the unwise financial decisions motivated me to start this business."

Michael has been serving the financial industry for over 25 years. He founded 5280 Retirement Group, previously known as Knox Wealth, with a mission to provide optimal financial solutions to his clients for both their current needs and future goals.

He values the importance of long-lasting client relationships and creating sound financial strategies and takes pleasure in helping provide financial security for his clients and future generations.

Knowledge acquisition is important to Michael. He believes in educating his clients so they understand their financial strategies and how they align with their lifestyles. He is passionate about helping people achieve the American Dream and is living on his own by being an active member of the community. He and his wife, Amy, volunteer frequently and are involved in multiple organizations and charities.

Michael and Amy are also sports enthusiasts and enjoy spending quality time with their four children, where they can often be found cheering at their children's sports games. He enjoyed his coaching careers at Valor and Arapahoe. To this day he enjoys coaching on the side.

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7001 E. Belleview Ave, Suite 100, Denver, CO 80237

Tuesday, April 29th @ 6:30 PM or
Thursday, May 1st @ 6:30 PM at