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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

Webinar: The Basics of Investing

June 10, 2021 5:30p - 7:00p US Mountain Standard Time


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.

4th Annual: Clays for Cause

July 2, 2021 12:00p - 5:00p US Mountain Standard Time

Kiowa Creek Sporting Club

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

Denver Wealth Management Charity Golf Tournament

August 2, 2021 8:00a - 2:00p US Mountain Standard Time

Arrowhead Golf Club

Proceeds from this fun golf tournament benefit the Sally Shuler Scholarship Fund. Registration will open Monday, February 1st.

Hybrid Webinar: Addressing Your Social Security Benefits

August 26, 2021 5:30p - 7:30p US Mountain Standard Time


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.

Family Photo Day #1

October 2, 2021 1:00p - 6:00p US Mountain Standard Time

The High Line Canal Trail Parking

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

Family Photo Day #2

October 9, 2021 1:00p - 6:00p US Mountain Standard Time

Orchard Hills Park

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

Event Registration

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