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October Resource Luncheon: Educational and Retirement Planning for Today's Realtor

  • October 10, 2019
  • 11:00 AM - 1:00 PM
  • Warehouse Restaurant & Gallery 25 W Cimarron St, Colorado Springs, CO 80903, USA

Registration

  • REALTOR(r) members registering before event headcount due
  • Strategic Partners registering before event headcount due
  • Members registering after head count is due, Tues 9/10 - Thursday 9/12

Registration is closed

October Resource Luncheon 

Our speaker is our own Brian Gray from New York Life Insurance Company, who will discuss retirement, investing and college savings plans. 

Brian V. Gray, Partner - Brian founded Pioneer Horizons Financial, LLC in 2019 and has 23 years in the business.  He graduated from The University of Nevada, Las Vegas in 1995 and returned to the Colorado Springs area to start his own insurance business in 1996.  He was born and raised in Fountain, Colorado where he was very active in Football, Basketball and Baseball as well as being the Senior Class President.  

He has owned and managed rental properties with his family over the years.  He has also owned and operated a multi-million dollar a year distribution business.  He currently is licensed for life, health and variable products in multiple states.  He is also licensed through FINRA series 6,7,63 and 65, this allows him to help his clients with all their financial needs.  He is currently enrolled in the CFP® curriculum at the College for Financial Planning.

When he is not working, he enjoys camping, fishing, hunting, golfing and snow skiing with his 3 kids.  His daughter Kianna, his sons Kipton and Kellen are all active in school, sports and 4-H activities.  The kids raise chickens, ducks and rabbits for 4-H projects.


Additionally, Sebastian Zacharias an Investment Solutions Consultant for New York Life Insurance Company will discuss specific products. Sebastian holds many insurance and financial certifications and designations. He also adhere's to the Dale Carnegie Institute's motto "Success is a journey, not a destination" and strives to become a stalwart in the investment community. 

We are excited to announce new lower pricing for our Resource Luncheons! The cost for pre-registration is only $20 per person through Monday, 10/7. Walk-ins and registration from 10/8 - 10/10 is only $25. 

Thank you to our sponsors:

Arielle Thomas with Touchstone Crystal by Swarovski, Beth Haney with Colorado Mortgage Company and Heritage Title.

 

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Call: 

Address:
430 N Tejon St. #101
Colorado Springs, CO 80903

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