An informed client is our most valuable asset. We are committed to educating investors on important financial and economic topics.
We love to have fun too. Check back on this web site frequently for leisure outings that we host as well. If you have questions or would like to be added as a guest to any event, please call (303) 216-9026.
Click an event title below for more details and to register. Check back often if no events are currently listed.
May 19, 2016
6:30p - 8:00p
During the course of this educational Dinner Seminar we will discuss the heightened market volatility experienced by investors the first quarter of 2016. I will present some of the causes of the volatility and will focus on offering solutions that investors can use to reduce volatility and improve outcomes.
June 23, 2016
6:30p - 8:30p
Del Frisco's Double Eagle Steak House
Volatility rocked the markets in the first quarter of 2016. If you are concerned about your financial future, come learn what's causing the volatility and what you can do about it.
December 22, 2017
9:30a - 10:00a
President Trump just signed the Tax Reform Bill into law. In this 30 minute call, you'll hear from Tax Specialist Larry Kopf on things you should consider between now and year-end as well as things to keep on your radar for 2018.