Life Plan Workshop

Create a Life Plan for your Special Needs Loved One
Golden Financial Services is offering a new workshop for families with a Special Needs loved one in their care. The goal of the workshop is to review the components of a Life Plan and roll up our sleeves to begin creating a Life Plan Binder. We will work together to put the family’s plan into a cohesive and organized format. Every family needs an organized plan in place that will enable the right people to step into the shoes of “Mom and Dad.” Please see the details below on our new workshop and take advantage of this opportunity to start building your Life Plan today.
Family with Special Needs Child


  • Do you have a Special Needs loved one in your life?
  • Do you have a plan in place to take care of that person if you are no longer around?
  • Do you have a binder that pulls together all the critical information for your parental substitute system?


Registration is Required – Space is Limited

ONLY $99.00

Register by Mail by sending payment to –
Golden Financial Services, LLC
6021 S. Syracuse Way, Suite 311
Greenwood Village, CO 80111

or Online by clicking the BUY NOW button below

ONLY $99.00

Life Plan Builder Workshop Fee Includes
A one and a half (1 1/2) hour informational workshop
A 3-Ring Binder with forms, checklists, and instructions
Access to experienced, professional advisors to help you through the process.

Golden Financial Services is a professional financial planning company that specializes in helping families plan for the future of a Special Needs loved one.
Let us help you build your Life Plan today!

This exciting workshop contains all the materials and tools to start building your Life Plan. We provide you the binder, the forms, the worksheets, the checklists, and the information you need to begin constructing your own Life Plan Binder for your Special Needs loved one.

6:00 PM
Located in the Conference Room at the offices of
Golden Financial Services, LLC
6021 South Syracuse Way, Suite 311
Greenwood Village, CO 80111

Questions: Please Call Derek Stone at 303-459-5651