Our firm is dedicated to providing sound information to people who are interested in financial topics. We offer educational opportunities and client appreciation events several times a year. Along the way, we like to have some fun and support our community too! Check back every so often to see what offerings we have coming up and highlights from past events.
More events are on the way! Check back soon for more information.
December 28, 2019 11:00a - 1:30p US Mountain Standard Time
Our holiday gift to you this year is a private showing of the next Star Wars movie. More info to come.....
November 15, 2019 8:00a - 9:00a US Mountain Standard Time
East Simpson Coffee Company
Casual conversation on all things market and finance.
October 8, 2019 7:30a - 9:30a US Mountain Standard Time
Louisville Recreation Center
An informational session for business owners who may be considering what it looks like to make their business attractive when it comes time to exit and sell the business.
July 27, 2019 11:00a - 1:00p US Mountain Standard Time
Louisville Community Park
Our clients are invited to bring shredding for secure disposal and enjoy lunch with us in the park.
December 29, 2018 11:00a - 1:30p US Mountain Standard Time
Our holiday gift to you this year is a private showing of Mary Poppins Returns. More info to come.....
March 21, 2017 6:00p - 7:30p US Mountain Standard Time
- Understand the major challenges of retirement - Create a plan to help address these challenges - Discuss a strategy that can help provide guaranteed retirement income with a variable annuity available from Prudential companies
October 18, 2016 6:00p - 7:30p US Mountain Standard Time
Learn about health care costs in retirement and coverage options including Medicare