Skip to main content
Loading Events

« All Events

  • This event has passed.

“From Tips to Retirement: Steps to Building Long-Term Wealth”

August 2, 2022 @ 10:00 AM - 11:00 AM

Health and wellness in the modern age is about a lot more than just mental and physical health; financial health and stability is also crucial, and in this free Colorado Restaurant Association (CRA) webinar, our partners at Wealth Steps will provide you with tips and strategies for building long-term wealth and putting a financial plan into action.

International Planning Alliance financial advisor Olivia Allen comes from more than a decade in hospitality management, so she knows how challenging it can be to go from simply saving to building long-term wealth – especially as a tipped employee or person with a variable income. Still, goals such as buying that first home, going on an annual vacation, and eventually retiring all require that we build wealth, so Allen will share the tenets of her Wealth Steps program, including relevant savings strategies for fluctuating incomes, an overview of various cash flow engines (think 401(k)s/IRAs, real estate, brokerage accounts, whole life insurance), and tips on how to properly position each of these pieces to get you to your goals.

Register today!


August 2, 2022
10:00 AM - 11:00 AM
Event Categories:

Don’t miss out on deals and insider info for the Denver Food + Wine Festival!

Subscribe to the Colorado Restaurant Foundation (CRF) Party List to get the scoop on all CRF events, including access to discounted tickets!

By filling out this form, you agree to receive marketing emails and texts from the Colorado Restaurant Association & Foundation. You’ll get insider info about our events, special offers, and a whole lot more! You can unsubscribe at any time, we promise.