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Throughout the year, we like to offer educational workshops discussing Social Security and Medicare. Are you or a family member approaching your 60's? Ask us about our next workshop. 

Workshops don't pertain to you? We also host a series of philanthropic events. Take a look at our Kiowa Creek Clay Pigeon Shoot. All of the proceeds benefit the Wounded Warrior Project. Keep an eye out for our November diaper drive, where we raise diapers for local mothers in need. 

Have a friend or family member who would like our events? Bring them along! The more the merrier. 

If you have questions about our upcoming events, send us an email or give us a call and we would be happy to help. 

COVID-19 Update:

Due to health precautions, we have rescheduled several events. We strive to host fun, educational, and most of all, safe events. The health of our clients, families, and team is our top priority. Please refer to this page or opt-in for emailed financial news and updates to stay up-to-date regarding future events. This too shall pass and we are looking forward to the next great event. We hope to see you soon.

Please note: we have release multiple educational webinars. You can find all of our webinars, here


Upcoming Events

Professional Family Photo-op (Day 1)

October 17, 2020 2:30p - 6:30p US Mountain Standard Time

The High Line Canal Trail Parking

The whole family is welcome (pets included) to join us at either one of our family photo-ops. We have hired a professional photographer to capture you and your loved ones.

Professional Family Photo-op (Day 2)

October 24, 2020 2:00p - 6:00p US Mountain Standard Time

Running Fox Park

The whole family is welcome (pets included) to join us at either one of our family photo-ops. We have hired a professional photographer to capture you and your loved ones. 

Webinar: Leaving a Legacy

November 12, 2020 5:30p - 7:00p US Mountain Standard Time

Live-Stream (Zoom)

36% of Americans lack a will or estate planning because "I haven't gotten around to it." We get it, it's a sore topic to address, which is why we're hosting this webinar. Learn the basic fundamentals of estate planning, so you can better address your long-term financial plan.

Past Events

Webinar: Addressing Your Social Security Benefits

September 3, 2020 5:30p - 7:30p US Mountain Standard Time

Live-Stream (ZOOM)

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.

Webinar: Investing with an Impact

August 20, 2020 5:30p - 7:00p US Mountain Standard Time

Live-Streamed (Zoom)

This live-streamed educational event will discuss the in's and out's of ESG (Environmental, Social, Governance) investing. Learn about what it is, the history, and the long-term investment outlook.

Denver Wealth Management Scholarship Golf Tournament

August 10, 2020 8:00a - 2:00p US Mountain Standard Time

Arrowhead Golf Club

This event offers the opportunity to reflect our values of continued education and give back to our local community. As a local, small business, coming together is important now more than ever. Proceeds benefit the Sally Shuler Scholarship fund.

3rd Annual: Clays for Cause

July 10, 2020 12:00p - 5:00p Pacific Standard Time

Kiowa Creek Sporting Club

Join us for our 3rd Annual: Clays for Cause. This year, we are teaming up with Denver-based veteran's non-profit, Support-A-Soldier.

Stranahan's [Virtual] Mixology Class

June 18, 2020 5:30p - 6:30p US Mountain Standard Time

@ Home

Join us [virtually] in honor of Father's Day! We are hosting a live-streamed mixology class which will include a four-part whisky tasting and demonstration on how to create two signature cocktails from your own home.

Ski-preciation Day

March 6, 2020 7:30a - 5:00p US Mountain Standard Time

Breckenridge & Copper Mountain

The worst part of skiing is the commute! But don't worry, we have you covered. Catch a ride with us to Breckenridge and Copper mountain for a day on the slopes.

Women Who Invest

February 11, 2020 5:30p - 8:00p US Mountain Standard Time

Il Fornaio: Cucina Italiana

Are you getting all of your investing questions answered? Join us at our 2020 Women Who Invest educational workshop to learn more about investing for your goals.

Event Registration

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