Events
We are deeply committed to this community, having spent years utilizing our skills to empower individuals through accessible, clear, and actionable financial education. Our mission is to help people understand personal finance concepts in a way that is straightforward and practical, enabling them to take control of their financial future and achieve their goals.
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We invite you to join us at our upcoming events and become part of our vibrant community. We look forward to the opportunity to share knowledge, build relationships, and celebrate our shared commitment to financial well-being...
Upcoming Events
More events are on the way! Check back soon for more information.
Past Events
March 12, 2026
6:00p - 6:30p
Zoom
5 Steps to Better Your Financial Plan Webinar - 3/12 at 6pm
Ready to take charge of your finances in 2026? Join us for an informative webinar where we'll break down five key steps to help you build a stronger financial foundation.
March 11, 2026
11:00a - 11:30a
Zoom
5 Steps to Better Your Financial Plan Webinar - 3/11 at 11am
Ready to take charge of your finances in 2026? Join us for an informative webinar where we'll break down five key steps to help you build a stronger financial foundation.
October 23, 2025
11:00a - 11:30a
Zoom
Legacy Planning Webinar - 10/23 at 11am
Discover the 6 most common financial missteps in legacy planning and how to avoid them. In this webinar, you'll learn how to protect your assets, plan for long-term care, reduce taxes, and communicate your wishes clearly so your loved ones are cared for and your legacy is preserved.
October 22, 2025
7:00p - 7:30p
Zoom
Legacy Planning Webinar - 10/22 at 7pm
Discover the 6 most common financial missteps in legacy planning—and how to avoid them. In this webinar, you’ll learn how to protect your assets, plan for long-term care, reduce taxes, and communicate your wishes clearly so your loved ones are cared for and your legacy is preserved.
June 4, 2025
4:30p - 5:30p
The Brick Room
Retirement Distributions: Strategies for Success
📚 Join us for an educational workshop on optimizing wealth distributions for a secure retirement. We will explore essential topics like legacy planning and tax-efficient strategies to help you maximize your retirement income and preserve your wealth. Gain valuable insights to create a sustainable retirement plan and make informed decisions about your assets and future. 💡💼
May 14, 2025
4:30p - 6:00p
Golden Wealth Solutions (Lobby)
Finding Relief: Managing Financial & Physical Stress
Join our workshop to improve both financial and physical well-being! Learn practical budgeting tips to reduce financial stress, then explore fascia release techniques to relieve tension, improve flexibility, and enhance mobility. The first 20 registrants will get a real-time fascia release session!
March 26, 2025
6:00p - 7:00p
Arvada Library
Estate Planning Workshop
Join us for an informative session on protecting your assets and legacy. Learn how to safeguard your IRAs, avoid probate, use living trusts effectively, and prepare for tax changes in 2025. Ensure your beneficiaries are protected and your estate plan is solid.