Broker Check

Events

Upcoming Events

November 10, 2021

9:00a - 7:00p

SUM Financial Services Group - Bennett Location

Grand Opening/Open House/Ribbon Cutting

Join us November 10, 2021 for our Grand Opening!

Past Events

September 22, 2021

5:00p - 6:00p

Zoom Webinars

Webinar Series: September 22, 2021 - Financial Aid & Tax Strategies

Topics include the impact of assets and income on financial aid, the different financial aid methodologies, the impact of each methodology and how 529s factor into the financial aid.

June 23, 2021

5:00p - 6:00p

Zoom Webinars

June 2021 Webinar: How to Pay for College? Student Aid Demystified

Join Brennan Hannon from CollegeInvest, a not for profit extension of the Department of Education, to explore how 529s work well with financial aid and what things to consider when planning to pay for college.

May 26, 2021

10:00a - 11:00a

Zoom Webinars

Webinar Series: May 2021 - Who is LPL Financial?

We'll discuss who LPL Financial is and answer any questions that arise.

April 28, 2021

5:00p - 6:00p

Zoom Webinars

Stimulus and Implications

We will highlight recent Acts put in place relating to stimulus and discuss potential implications to the economy and retail investors.

March 24, 2021

5:00p - 6:00p

Zoom Webinars

Webinar Series: March 2021 - Protect Yourself from Yourself

Why we make emotional investment decisions. And how we can stop.

February 24, 2021

5:00p - 6:00p

Zoom Webinars

Webinar Series: February 2021 - 10 Principles of Long-Term Investing Resilience

Market volatility has increased. It may be time to learn about long-term investing resilience. Please join me for this complimentary session. If you can’t attend, please call me to schedule time to speak.

January 27, 2021

5:00p - 6:00p

Zoom Webinars

Webinar Series: January 2021 - Pre-Retirement Decisions

This presentation takes us through common decisions associated with the “Pre-Retirement” stage of the financial lifecycle.

November 18, 2020

5:00p - 6:00p

Zoom Webinars

Webinar Series: November 2020 - Family Wealth Management: Generational Wealth Conversations

Family wealth transfer is not just about getting financial assets to the next generation. It is also about how to pass on what we think is important AND how to avoid damaging our children's relationships with each other.

October 28, 2020

5:00p - 6:00p

Zoom Webinars

Webinar Series: October 2020 - Five Wishes - Advanced Directives

We will introduce you to Five Wishes and the importance of having an advance care plan.

September 23, 2020

5:00p - 6:00p

Zoom Webinars

Webinar Series: September 2020 - 2020 Election - 10 Truths No Matter Who Wins

We address the role politics should (or should not) play as it relates to our investment portfolios and long-term finances.

December 5, 2019

6:30p - 7:30p

Denver Public Library - Sam Gary Branch

DPL - Sam Gary Financial Empowerment

Five cognitive processes are hardwired into your brain that can impact your ability to make sound financial decisions. Get to know these mental roadblocks and what you could achieve by understanding them.

October 10, 2019

6:30p - 7:30p

Denver Public Library: Sam Gary Branch

Filing for Social Security

Social Security is our country's single largest federal program and the sole means of support for many retirees. Learn how you can optimize your retirement income needs with Social Security.

September 19, 2019

6:30p - 7:30p

Denver Public Library: Sam Gary Branch

Money Management

Proper money management provides a blueprint for your financial future and can help you achieve your future goals and objectives — no matter what those may be. Learn more about money management and how it can help you get where you want to go.

August 15, 2019

6:30p - 7:30p

Denver Public Library: Sam Gary Branch

A Plan for All Seasons

Whether securing an early retirement, owning a business or sending a child to college, investment-driven aspirations are unique from one person to the next. Yet we all experience four distinct financial seasons — accumulation, pre-retirement, retirement and legacy. What season are you in?

July 30, 2019

12:00p - 2:00p

Lucy's Restaurant at Comedy Works South-Landmark

Cybercrime and Identity Theft Prevention

Hoodlums to Hackers: How Criminals Get Your Information and What You Can Do to Stop Them The main focus of this non-technical presentation is on how prevent the most recent threats involving identity theft, cyber fraud, social networking scams, tax refund fraud and payment fraud. It is one of the most popular presentations for wealth advisor client events because it answers many questions that advisors receive from their clients. The audience will be informed, inspired to take action and entertained at the same time. Fraud is a serious topic, but as with all of Jeff’s presentations, it incorporates humor to engage the audience and help them remember key learning points.

Event Registration