Colwyn Investments

04/11/2025

04/07/2025

You are invited to an educational class on investment and retirement planning, unlike any that you have ever attended. Nothing will be sold, the professor has a PHD with many years of experience. It could be the most valuable 2 hours you spend on your retirement planning.

To RSVP for the class: call 801 254 0084 or email [email protected], space is limited.

Are there any holes in your Estate Plan?
How are you really prepared to manage your taxes?
Do you have enough saved to retire?
What risks does your current portfolio have exposure to?
Do you really know all that you need to know to make good decisions for retirement?
How do you navigate the current markets?
Do the current markets have you worried about retirement?
How do I prepare for Social Security and Medicare?
You have saved your entire life, the largest nest egg you have ever had, is it really safe?
Are you concerned about planning for retirement?
Are you worried about income now and in the future?

The course will address:
Retirement planning, Investment planning and the Endowment Foundation Model, A Bullet-proof Estate plan, Tax Strategy, Preparing for Social Security and Medicare, Generic portfolio models vs. the Endowment Foundation Model.

There are 3 classes to choose from: Pick any one that is convenient:

Thursday, May 1st: 6-8pm The Springhill Suites in Sugarhouse, 2206 S 1300 E SLC.

Wednesday, May 7th: 6-8pm The Springhill Suites in Draper, 12111 s State St, Draper.

Tuesday, May 13th: 6-8pm The Courtyard Hotel in Lehi, 2801 W Club House Dr. Lehi.

A Constance recurrence to the fundamentals are key to long-term success.
Nothing will be sold, no pressure to buy anything, just some of the most important material you need for your financial survival.

This educational class is built upon years of experience and education. Dr. Jack has been teaching these classes for years with solid academic footnotes as well as real-life experience that is invaluable to one approaching retirement.

To RSVP for the class: call 801 254 0084 or email [email protected], space is limited.

03/19/2025

Colwyn is having 3 educational classes this spring:

May 1: Springhill Suites Marriott Hotel in Sugarhouse
May 7: Springhill Suites Marriott Hotel in Draper
May 13: Courtyard Marriott in Lehi

Investment and Retirement Planning Course for people age 55 and up.

RSVP: [email protected], space is limited, once you send an email you will receive confirmation of your reservation.

08/24/2021

Colwyn Investments is looking to hire a part-time executive assistant, 2-4 hours per day, schedule can be flexible. Must have executive assistant experience, efficiencies in microsoft office, database entry, marketing and writing. Hourly pay with an opportunity for bonuses. Please send your resume with a summary of why you are qualified for the position.

Job Types: Part-time, Contract

Pay: $15.00 - $25.00 per hour

08/10/2021

Friends of Colwyn! We have an upcoming Seminar that we would like to invite you all to attend! If you have a friend, family member, neighbor, coworker, or anyone that may benefit from some retirement information please let them know about this upcoming event!

07/13/2021

We provide individually created portfolios that are managed on a daily basis according to your goals, risk tolerance and time-frame.

06/16/2021

We believe the fundamental principles of investing are key to long-term success. These include asset allocation, diversification, and risk-management.