Seminars

Interactive Workshops for Informed Planning

Educational Seminars

Join our expert-led seminars to learn about retirement planning, Social Security, Medicare, and more. Our workshops are designed to give you actionable knowledge tailored to your financial goals.

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Past Events

Retire with Confidence: Tax Strategies for a Secure Future

Haynie & Company is hosting in-person Dine & Learn Retirement Seminars. You will leave this event with the knowledge you need to make informed decisions, minimize taxes, and maximize retirement savings. Our goal is to empower you with the knowledge to navigate difficult financial decisions so that you can enjoy your golden years with peace of mind.

Loveland, CO

200 East 7th Street, Suite 300

Loveland, CO 80537

Littleton, CO

1221 West Mineral Avenue Suite 202
Littleton, CO 80120

Common Questions our Experts will Address:

  • Common Questions our Experts will Address:
  • What age should I begin Social Security benefits?
  • How can I minimize taxes on my Social Security benefits?
  • What should I know before applying for Medicare benefits?
  • How can I tax-efficiently donate to Charity (including tithing)?
  • Do I need a Will and a Trust in my Estate Plan?
  • Have I saved enough to Retire? Can I Retire early?
  • How much should I contribute to my Retirement account?
  • What can I do to save on taxes during Retirement?
  • How should my money be Invested now and during retirement?
  • Should I be concerned about High Inflation and Market Volatility?

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