Events

2022 JA Stock Market Challenge

Each fall, JA Rocky Mountain puts on an amazing educational event for high school students called the JA Stock Market Challenge. With multiple giant screens, frenzied traders, and 60 days of simulated trading condensed into 60 minutes, this is a wildly fun competition and opportunity for students to learn about the ins and outs of being a stock trader. This year, we are sponsoring a table at the corporate Stock Market Challenge event and would like to extend an invitation to you, our valued friends and clients, to participate in helping us raise money for this worthy cause. Our goal is to raise $2,500 but we're hoping your generosity will help us smash through that goal. Would you please consider helping us bring this valuable educational experience to our Northern Colorado high schoolers?

Protecting And Maximizing Your Estate Webinar

This course offers real-world strategies and methods designed for those who are concerned about proper estate planning, reducing or eliminating estate taxes, and ensuring that their wishes are fulfilled. We will help you take the confusion out of estate planning and empower you to design a plan that will protect you, your assets, and most importantly, your loved ones.

How To Get The Most Out Social Security To Help Maximize Your Income In Retirement

This course offers real world strategies and methods designed for those who are preparing for retirement or are in the early stages of retirement and planning on filing for Social Security benefits.

Private Screening of "The Baby Boomer Dilemma: An Expose Of America's Retirement Experiment"

Joins us to learn what the financial experts are saying about the challenges facing today's retirement generation and what you can do about it.

January 2022 SUMMIT CLUB Event

The Sound of Music at the Candlelight Dinner Playhouse

The Great Retirement Income Gap

Do you have a gap in your strategy? What would happen in retirement if your needs unexpectedly changed and your expenses suddenly outpaced your budget? The difference between your income and your expenses is known as the retirement income gap, and it's triggered most often by health conditions that require long-term care(LTC). Find out how you can offset expenses and help protect your future without spending your nest egg or trying to qualify for a government program.

Protecting Your Wealth With Gold and Silver

The importance of gold in an investment portfolio and the role of precious metals in succession planning and wealth preservation/wealth planning.

Social Security Benefits & Medicare the A, B, C, D's

If there were a significant missing fact that was costing you money, when would you want to find out? Do you know the questions to ask to assure that your financial decisions are based on facts and not emotions, misconceptions, sales pressure or opinions?

Summer BBQ

Join us for our summer BBQ! There will be delicious food, great music, and fun outdoor activities. 

2021 Medicare Updates

Join us for a quick 30 minute update on 2021 Medicare Changes

State Of The Markets