Broker Check


An informed client is our most valuable asset. We are committed to educating investors on important financial and economic topics. 

If you would like to be added as a guest to a current event, please call  (303) 317-6230. To be notified of future events, click here and type "add me to your Event list" in the box at the bottom of the page.   

Click an event title below for more details and to register. Check back often if no events are currently listed.


Upcoming Events

More events are on the way! Check back soon for more information.

Past Events

October 7, 2020

5:30p - 6:30p

Growing Your Wealth Today

October 1, 2020

5:30p - 6:30p

Growing Your Wealth Today

January 24, 2019

6:00p - 9:00p

Piccolo's Restaurant

Your Wealth Matters

Join us for a Town Hall-style dinner and Q&A to discuss issues that affect your wealth.

December 22, 2017

9:30a - 10:00a


Tax Reform 2018 What Does it Mean for Me

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.

June 23, 2016

6:30p - 8:30p

Del Frisco's Double Eagle Steak House

Market Volatility- What to Do About It

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.

May 19, 2016

6:30p - 8:00p

Barolo Grill

Market Volatility's Back. What to Do?

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.

Event Registration

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