Clients of A&I Financial Services LLC enjoy more than just excellent investment selection and management. Here, we offer a broad array of events that broaden our knowledge and experiences. Let’s expand our horizons!

Lunch & Learn - March 21 - Transforming Social Security into a Winning Retirement Strategy

Join us to learn more about securing your retirement and transforming Social Security into a winning retirement strategy.

  • Rules of Retirement Benefits
  • Individual Benefits
  • Spousal and Survivor Benefits
  • Collecting Strategies

Tuesday, March 21 at 11:30 a.m.

A&I Financial Services Office
9800 Mt. Pyramid Ct., Suite 450
Englewood, CO 80112

Lunch will be provided.
Friends and colleagues are encouraged to attend.

RSVP by e-mail to or call 303-690-5070.

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A&I Financial Services - Karl Frank Book - Go Tax Free






An assortment of tools and strategies that give readers of all backgrounds a clear, specific action plan for obtaining the maximum allowable control over when and how they pay taxes.
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