Events
Upcoming Events
More events are on the way! Check back soon for more information.
Past Events
May 10, 2023
12:00p - 1:00p
anythink Library
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.
November 16, 2022
11:30a - 1:00p
May Farms
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
October 14, 2022
4:00p - 5:00p
anythink Bennett
anythink Bennett Presentation
Learn how to create your own Financial Plan.
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!
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.