Special Events

As a part of our commitment to our clients, we feature a series of events throughout the year which focus on celebrating our clients and increasing their financial knowledge.

Events

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Open House - October 20, 2016

Oct 20, 2016 07:00 PM - 09:00 PM Mountain Daylight Time

Our last open house was a huge success, so we have decided to host another event to celebrate our clients and to invite potential clients to join us. Wine and snacks will be served. If you or someone you know would be interested in attending please RSVP below. Feel free to bring friends and family to the event!

RSVP

Wealth Building 101

Sep 14, 2016 07:00 PM - 08:00 PM Mountain Daylight Time

Over 20 people improved their financial literacy at our last event which filled up quickly...

 

Most people under the age of 40 are struggling with a dramatic increase in the cost of living, housing and child care and do not know where to turn. We want to help educate young people who are concerned that they may never be able to retire or afford to purchase a house. This is why we are putting on a series of seminars which focus on the changes that are coming for those who are under 40. At this event we will offer strategies that can help make their financial dreams a reality.

 

Hosted by a fellow Millennial who has helped hundreds of families with their financial planning; he will serve as a coach focusing on the many facets of investing and money management. This is a limited seating affair, we will be offering the seminars every second Wednesday evening of the month. Refreshments will be served.

RSVP

Wealth Building 101

Aug 10, 2016 07:00 PM - 08:00 PM Mountain Daylight Time

Most people under the age of 40 are struggling with a dramatic increase in the cost of living, housing and child care and do not know where to turn. We want to help educate young people who are concerned that they may never be able to retire or afford to purchase a house. This is why we are putting on a series of seminars which focus on the changes that are coming for those who are under 40. At this event we will offer strategies that can help make their financial dreams a reality.

 

Hosted by a fellow Millennial who has helped hundreds of families with their financial planning; he will serve as a coach focusing on the many facets of investing and money management. This is a limited seating affair, we will be offering the seminars every second Wednesday evening of the month. Refreshments will be served.

RSVP

Coming Soon... "Will and Estate Planning - Seminar"

Please let us know if you have a seminar you would like to attend! Fill out the form below and let us know of a few topics you would like to know more about.

Seminar Request

Please give us an idea of what you would like to learn at this event.

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