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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 Event - February 26, 2019 - College Funding Strategies and Hacks

Bring a friend and join us for an informative presentation by Cameron Morgan of A&I Financial Services.

College Funding Strategies & Hacks

Cameron Morgan, Wealth Manager, will present three big ideas that your family may be able to use to save ON the cost of college. Tools and techniques are available to help you 'hack' this expense, to identify a common-sense budget for all four years of college, and to balance retirement savings with tuition spending. This session includes time for Q&A.

Tuesday, February 26th, 2019

11:30 AM - 12:30 AM

A&I Financial Services

9800 Mt. Pyramid Ct., Ste 450

Englewood, CO 80112

Friends and colleagues are encouraged to attend!

Lunch will be provided.

RSVP by e-mail to clientcare@assetsandincome.com

or call 303-690-5070

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Go Tax Free

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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