Whether you’re looking for a social, charitable, or education-focused outing, we have something for everyone. This year, we are offering more financial education workshops than ever before (at no cost to you), including Defining Your Purpose, the Basics of Investing, Addressing Your Social Security Benefits, and more.

We’ve combined our social events with opportunities to help our community through military and education-based organizations, including Support-a-Soldier and the Sally Shuler Scholarship Fund.

With the world on its way back to normalcy, we are excited for all of our in-person events and the chance they give us to meet you all face to face. All are welcome—friends, family, neighbors, colleagues, pets, strangers who you just met, and so on. Please look through our event list below and register if interested.

If registration is not yet open, join our email list for event-registration reminders. Several events are limited, and spots are reserved on a first-come-first-serve basis.

Please email or call our office at (303) 261-8015 with 2022 event questions. We hope to see you there!

For recorded educational webinars, click here

 


 

Upcoming Events

17th
May. 2022

Webinar: Basics of Investing

Zoom
REGISTER HERE This webinar is geared toward new investors to discuss the fundamentals of addressing your long-term financial objectives. Perhaps you
1st
Jul. 2022

Clays for Cause

Kiowa Creek Sporting Club
REGISTER HERE We're teaming up with T.J. and Norah Lile of Integrity Mortgage Co. again to host the fifth annual Clays for Cause charity shoot
1st
Aug. 2022

Denver Wealth Management Scholarship Golf Tournament

Arrowhead Golf Course: 10850 Sundown Trail, Littleton, CO 80125
REGISTER HERE FORE! We only have one year to use that little play on words, and that's this year: the fourth annual Denver Wealth Management
16th
Aug. 2022

Webinar: Basics of Investing

Zoom
REGISTER HERE This webinar is geared toward new investors to discuss the fundamentals of addressing your long-term financial objectives. Perhaps you
23rd
Aug. 2022

Addressing Your Social Security Benefits

Eddie Merlot's: 10110 E Dry Creek Rd, Englewood, CO 80112
REGISTER HERE Are you nearing retirement age and interested in learning more about the Social Security benefits you might be entitled to? Or maybe you
15th
Nov. 2022

Webinar: Basics of Investing

Zoom
REGISTER HERE This webinar is geared toward new investors to discuss the fundamentals of addressing your long-term financial objectives. Perhaps you