Events

SUM FSG Services w/ Retirement Plans

Join SUM Financial Services Group for an overview of how today’s retirement plans can support both your business and your long-term financial goals.

Money Smart Week: Managing Your Money Basics

Learn budgeting, banking basics, and retirement planning with Nathan Sumner of SUM Financial Services Group during Money Smart Week.

SUM Financial Fireside: The Generational Wealth Conversation

Generational Wealth Conversation Wine and appetizers Complimentary valet

Employer Sponsored Plan Options – BUSINESS OWNERS ONLY

Learn about Employer Sponsored Retirement Plans!

Employer Sponsored Plan Options – BUSINESS OWNERS ONLY

Learn about Employer Sponsored Retirement Plans!

Employer Sponsored Plan Options – BUSINESS OWNERS ONLY

Learn about Employer Sponsored Retirement Plans!

Investment Themes Update

Topics include: • 2025 Outlook on global economy and financial markets • Positioning for Equities & Fixed Income • Ideas for diversification and income

Employer Sponsored Plan Options – BUSINESS OWNERS ONLY

State of the Markets 2025

Please join us for a comprehensive review of market activity in 2024 and a look at what may happen in 2025.

Tax Strategies Presentation

Managing your taxes efficiently involves a clear understanding of the tax code. To help you prepare for the year ahead, you are invited to join us for our live presentation event focused on tax strategies.

Colorado Secure Savings and SECURE 2.0 - Impactful Legislation Presentation

We'll go over some details from recent legislation that will impact almost every American.

Retirement Plan Options for Small Businesses and the Self-Employed

One of the easiest ways to defer taxes is through group retirement plans, even if you're a small business or self-employed. Come hear more: Retirement Plan Options for Small Businesses and the Self-Employed

anythink Bennett Presentation

Learn how to create your own Financial Plan.

Grand Opening/Open House/Ribbon Cutting

Join us November 10, 2021 for our Grand Opening!

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 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.

Webinar Series: May 2021 - Who is LPL Financial?

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

Stimulus and Implications

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

Webinar Series: March 2021 - Protect Yourself from Yourself

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

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.

Webinar Series: January 2021 - Pre-Retirement Decisions

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

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.

Webinar Series: October 2020 - Five Wishes - Advanced Directives

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

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.

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.

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.

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.

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?

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.