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Events

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 Women Who Invest, 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.

After a year as limiting as 2020, we are optimistic for an event-packed 2021. 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.

COVID-19 Update

With news updating on a day-by-day basis, we are closely monitoring the situation. The health and wellness of our clients, team members, families, and friends are our top priority. With that said, we are hopeful to be hosting in-person gatherings by mid-June 2021. We will continue to offer free, virtual meetings for our educational seminars throughout the year. Please note, our event calendar is subject to change.

Please email or call our office at (303) 261-8015 with 2021 event questions. We hope to see you there!

For recorded educational webinars, click here

Upcoming Events

June 10, 2021

5:30p - 7:00p

Zoom

Webinar: The Basics of Investing

Whether you're just starting out or want to set your children and grandchildren on a path to financial independence, this virtual presentation is a perfect starting point.

July 2, 2021

12:00p - 5:00p

Kiowa Creek Sporting Club

4th Annual: Clays for Cause

Join us for this exciting charity event! Proceeds benefit Denver-based non-profit, Support-a-Soldier.

August 2, 2021

8:00a - 2:00p

Arrowhead Golf Club

Denver Wealth Management Charity Golf Tournament

Proceeds from this fun golf tournament benefit the Sally Shuler Scholarship Fund.

August 26, 2021

5:30p - 7:30p

TBD

Hybrid Webinar: Addressing Your Social Security Benefits

You don't have to go at it alone! This webinar is designed to offer a complete overview of the Social Security process. If you are nearing retirement, join us for this live-streamed workshop.

October 2, 2021

1:00p - 6:00p

The High Line Canal Trail Parking

Family Photo Day: 1

Join us for one of our favorite holiday traditions! Registration will open on Monday, June 28th.

October 9, 2021

1:00p - 6:00p

Orchard Hills Park

Family Photo Day: 2

An event so nice, we have to host it twice! Registration will open on Monday, June 28th.

Event Registration