Broker Check

TRAILHEAD SERIES

We all need a guide when navigating the unknown. Join local estate planning attorney Lincoln Anderson for these free educational courses.

UPCOMING EVENTS - MONTROSE LOCATION

    FEBRUARY 28 

    FEBRUARY 28 

All Things Taxes: estate, income, gains, and gifts: fact, fiction and what’s on the horizon.


4:30pm-5:30pm

Montrose Police Station

Meeting Room


Co-hosted by: 

Michael Murphy

Wealth Advisor

  MAY 15 

  MAY 15 

Long Term Care: what does it cost and how to pay
for it.


4:30pm - 5:30pm

Montrose Police Station

Meeting Room


Co-hosted by:

Betty Tomlinson

Wealth Manager

 JULY 17 

 JULY 17 

Insurance: what you should protect, how much is enough and how much is too little.


4:30pm - 5:30pm

Montrose Police Station

Meeting Room


Co-hosted by:

Michael Murphy

Wealth Advisor

 NOVEMBER 13

 NOVEMBER 13

Year-end estate and

financial planning

checkup – made
easy.


4:30pm - 5:30pm

Montrose Police Station

Meeting Room


Co-hosted by:

Todd Heasty

Associate Wealth Advisor

FOR MORE INFORMATION

Please call (970)-249-9882 MONTROSE OFFICE

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.




TRAILHEAD SERIES

We all need a guide when navigating the unknown. Join local estate planning attorney Lincoln Anderson for these free educational courses.

UPCOMING EVENTS - GUNNISON LOCATION

FEBRUARY 27

FEBRUARY 27

All Things Taxes: estate, income, gains, and gifts: fact, fiction and what’s on the horizon.


3:30pm-4:30pm

Gunnison Library

Meeting Room


Co-hosted by: 

Kyle Kyburz

Wealth Advisor

     CANCELED       MAY 14

     CANCELED       MAY 14

Long Term Care: what does it cost and how to pay for it.



4:30pm - 5:30pm

Gunnison Library

Meeting Room


Co-hosted by:

Betty Tomlinson

Wealth Manager

JULY 16

JULY 16

Insurance: what you should protect, how much is enough and how much is too little.


4:30pm - 5:30pm

Gunnison Library

Meeting Room


Co-hosted by:

Kyle Kyburz

Wealth Advisor

NOVEMBER 12

NOVEMBER 12

Year-end estate and

financial planning

checkup – made
easy.


3:30pm - 4:30pm

Gunnison Library

Meeting Room


Co-hosted by:

Kevin Sanderford

Associate Wealth Advisor

FOR MORE INFORMATION

Please call (970)-641-0400 GUNNISON OFFICE

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.