SPONSORED BY

I grew up in Canada and moved to the United States in 1990 when my husband was transferred here with Great West Life. I was unable to work at the time and turned to volunteering in many different roles over the years. In late 2011, I learned about Sertoma while golfing, and this organization has impacted my life ever since. I was instrumental in forming the SouthGlenn Sertoma Club in 2012 and have been an active member ever since. I held many positions in my local club and served in several roles at the National level. These include Governor, Director at Large, Vice President, President Elect, and currently International President.

I am married with two grown children living here in Colorado, and my family is incredibly supportive of all my work with Sertoma.

https://www.sertoma.org/ 

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Judy Carlson is the CEO and Founder of the Judy Carlson Financial Group, where she helps couples create personalized, coordinated financial plans that support the life they want to live – now and in the future.

As an Independent Fiduciary and Comprehensive Financial Planner, Judy specializes in retirement income and wealth decumulation strategies. She is a CPA, Investment Advisor Representative, licensed in life and health insurance, and certified in long-term care planning.

Judy’s mission is to help guide clients with clarity and care, building financial plans that focus on real planning built around real lives.

Learn More: https://judycarlson.com/

Investment Adviser Representative of and advisory services offered through Royal Fund Management, LLC, a SEC Registered Adviser.

Mike Saunders, MBA

Mike Saunders is theAuthority Positioning Coach at Marketing Huddle, the author of Amazon Bestselling book Authority Selling™, Adjunct Marketing Professor at several Universities, contributor to The Huffington Post, and member of the Forbes Coaches Council – an invitation-only community for the World’s Most Influential Business Coaches.

Judy Carlson

Judy is the Founder and CEO of the Judy Carlson Financial Group. Judy focuses on helping individuals, couples, and families design, build, and implement coordinated, comprehensive financial plans from today through life expectancy and legacy.