Date/Time
9/10/2025
6:00 PM - 8:00 PM Mountain
6:00 PM - 8:00 PM Mountain
Event Type(s)
Chamber Events
Community Events
Community Events
Event Description
Join us for our next Platte Canyon University session on Wednesday, September 10th for an informative evening on Introduction to Financial Planning. This class is designed to help both business owners and individuals understand the fundamentals of building a secure financial future.
Topics will include:
-Cash flow planning
-Risk management & insurance options (life, health, disability & long-term care)
-Investment planning strategies
-Creating group retirement accounts, employee benefits, & key employee options
-Tax considerations for individuals & businesses
-Buy-sell agreements & funding strategies for business partners
-Retirement & exit planning for business owners
-Basics of estate planning
Instructor:
Devika Kamboh, CFP®, CLTC, MBA – Founder & CEO of Sohum Financial Planning, LLC
Where: Platte Canyon Fire Community Room, 153 Delwood Dr in Bailey
When: Wednesday, September 10
Time: 6:00 PM - 8:00 PM (Pizza & Bottled Water will be served)
This class offers a valuable opportunity to learn from a seasoned financial planning expert and walk away with practical tools you can apply to your personal and business finances. You do not need to be a Chamber member to attend this free class.
Don’t miss it—come ready to learn, ask questions, and gain insights to strengthen your financial future.
Hosted by: Platte Canyon University – a community learning series by the Platte Canyon Area Chamber of Commerce
Topics will include:
-Cash flow planning
-Risk management & insurance options (life, health, disability & long-term care)
-Investment planning strategies
-Creating group retirement accounts, employee benefits, & key employee options
-Tax considerations for individuals & businesses
-Buy-sell agreements & funding strategies for business partners
-Retirement & exit planning for business owners
-Basics of estate planning
Instructor:
Devika Kamboh, CFP®, CLTC, MBA – Founder & CEO of Sohum Financial Planning, LLC
Where: Platte Canyon Fire Community Room, 153 Delwood Dr in Bailey
When: Wednesday, September 10
Time: 6:00 PM - 8:00 PM (Pizza & Bottled Water will be served)
This class offers a valuable opportunity to learn from a seasoned financial planning expert and walk away with practical tools you can apply to your personal and business finances. You do not need to be a Chamber member to attend this free class.
Don’t miss it—come ready to learn, ask questions, and gain insights to strengthen your financial future.Hosted by: Platte Canyon University – a community learning series by the Platte Canyon Area Chamber of Commerce
Location
Setting: In-Person
Platte Canyon Fire Station Community Room
153 Delwood Drive
Bailey, CO 80421
UNITED STATES
Click here for Google Maps
Platte Canyon Fire Station Community Room
153 Delwood Drive
Bailey, CO 80421
UNITED STATES
Click here for Google Maps
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| 9/10/2025 |    |
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