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TRAILHEAD SERIES

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UPCOMING EVENTS

MARCH 23

MARCH 23

What is a family love letter - and why should I have one?


4:30pm-5:30pm

Montrose Library

Meeting Room


Co-hosted by: 

Todd Heasty

Associate Wealth Advisor

JUNE 08

JUNE 08

After death of a spouse or partner - now what?


4:30pm - 5:30pm

Montrose Police Station

Meeting Room


Co-hosted by:

Kyle Kyburz

Wealth Advisor

AUGUST 24

AUGUST 24

Financial wellness for women.


4:30pm - 5:30pm

Montrose Police Station

Meeting Room


Co-hosted by:

Betty Tomlinson

Wealth Manager

NOVEMBER 16

NOVEMBER 16

Year-end estate and financial planning checkup - made easy.


4:30pm - 5:30pm

Montrose Police Station

Meeting Room


Co-hosted by:

Michael Murphy

Wealth Advisor

FOR MORE INFORMATION

Please call (970)-249-9882

Advisors associated with Cimarron Wealth Management, Inc. may be either (1) registered representatives with, and securities offered
through LPL Financial, Member FINRA/SIPC, and investment advisor representatives of Cimarron Wealth Management, Inc. or (2)
solely investment advisor representatives of Cimarron Wealth Management Inc., and not affiliated with LPL Financial. Investment advice
offered through Cimarron Wealth Management, Inc., a registered investment advisor and separate entity from LPL Financial.