Thursday, December 5th, 2019

Crossroads Community Church
9900 S Twenty Mile Rd,
Parker, CO 80134

Request a summary sheet of the key points from last December’s workshop.

Crossroads is hosting a workshop on Thursday, December 5th to help the local community understand ways the current tax and legal environment can benefit families if they act before January. The workshop will cover tax, legal and financial strategies that may have you smiling at tax time next April.

Taught by a Crossroads member and Certified Financial Planner (TM) alongside a local Certified Public Accountant.


  • We’ll start with what the strategies are and who can use them
  • We’ll discuss their impact and help you decide if they’re meaningful to you.
  • We’ll finish with a timeline of what to do between now and January.

There is no assurance that the techniques and strategies discussed are suitable for all investors or will yield positive outcomes. The purchase of certain securities may be required to effect some of the strategies. Investing involves risk including loss of principal.

Crossroads Community Church is not affiliated with LPL Financial or Fortunate Family Office.


Office: (720) 903-1510

Collocated at Western Wealth Advisors
5251 DTC Parkway
Suite 1045
Greenwood Village, CO 80111



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The content is developed from sources believed to provide accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

Securities offered through LPL Financial, Member FINRA & SIPC. Investment advice offered through Western Wealth Management, a registered investment advisor. Western Wealth Management and Fortunate Family Office are separate entities from LPL Financial.

The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Licensed to sell insurance in the following States: CO

FINRA Series 7 for Wade Olson held with LPL Financial. Series 66 for Wade Olson held with Western Wealth Management, LLC.