Educational events
An educated client is our best client. At Colgan Capital we believe it is important to take the time to educate clients that want to learn. Our events range from small coffee meetings to large conferences. Whether you have a have a group that meets regularly or wish to schedule a special event, be sure to give us a call. Below is information on our current or most recent scheduled event.
Regain Control of Your Financial Future
Strategies for Uncertain Times
IT’S TIME YOU TAKE CONTROL OF YOUR FINANCIAL FUTURE. The landscape of today’s world has dramatically changed and you have no choice but to adapt. Complacency could spell failure. Join Mark Colgan to discover the new-world strategies for protecting everything you have worked so hard for.
If any of these concerns keep you up at night, this meeting is for you:
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Protecting your income
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Recovering your principal
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Maintaining financial independence
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Covering long-term healthcare costs
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Preserving your estate for loved ones
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Leaving a meaningful legacy
Our educational format requires a tuition payment and advanced registration. Additional meetings will be offered for those interested in concentrated topics.
Protect the life you intended to live.
WHEN: 2 p.m., April 1st or 7 p.m., April 2nd or 8th (1.5 hours)
WHERE: Oak Hill Country Club
TUITION: $50 per person
REGISTRATION: www.regonline.com/myfuture
Advanced registration required.
Mark Colgan's Biography
Mark Colgan, CFP ® professional and founder of Colgan Capital, is a sought-after national speaker and trainer for both individuals and professional planners on the topic of legacy planning. His articles have appeared in many national publications and he's been cited in several national media.
His dynamic presentations command the attention of the audience by reflecting on his personal experience, incorporating important statistics and sharing specific action steps. As a result, he consistently gets positive audience feedback with comments like:
- "This was inspirational."
- "I nearly dropped to my knees!" (Even Mark was surprised by that one...)
- "I am going to incorporate this into my practice immediately."
- "This was the best speech of the conference!"
Make sure to book Mark at your next conference!
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