Trailhead Series
TRAILHEAD SERIES
We all need a guide when navigating the unknown. Join local estate planning attorney Lincoln Anderson for these free community conversations.
UPCOMING EVENTS

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
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
Financial wellness for women.
4:30pm - 5:30pm
Montrose Police Station
Meeting Room
Co-hosted by:
Betty Tomlinson
Wealth Manager

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.