Broker Check


Whether it’s keeping up with trends or discussing some other topic, our firm is dedicated to providing sound education and information to people who are concerned about their personal finances. If any of the events below look interesting, please register here or give us a call. We’ll be happy to add you to our guest list.

Upcoming Events

More events are on the way! Check back soon for more information.

Past Events

May 10, 2022

6:30p - 8:00p

Cinemark Greeley Mall

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.

April 27, 2022

6:00p - 7:00p

Online Webinar

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.

April 19, 2022

6:00p - 7:00p

Online Webinar

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.

January 14, 2022

5:45p - 9:00p

Candlelight Dinner Playhouse

January 2022 SUMMIT CLUB Event

The Sound of Music at the Candlelight Dinner Playhouse

December 9, 2021

6:00p - 7:00p

Online Webinar

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.

December 1, 2021

6:00p - 7:00p


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.

September 16, 2021

6:00p - 7:00p

Online Webinar

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?

August 14, 2021

1:00p - 4:00p

Gary's House

Summer BBQ

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

April 1, 2021

6:00a - 7:00p

Online Webinar

2021 Medicare Updates

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

February 25, 2021

6:00p - 7:00p

Online Webinar

Event Registration