Events

Equity Compensation 101

How do RSUs, NQSOs, and ISOs work? Register to learn the different types of equity compensation, how they work (including taxation), and a few best practices. What type of equity compensation should you choose? What exactly did you sign up for? Are you eligible for equity compensation in the near future? You will receive a 7-step checklist to help guide you based on your income needs, tax situation, and future goals after registering.

Wine & Dine at Carboy Winery in Denver

For current clients only. Please RSVP to join us for wine, small bites, and appetizers from 1 to 4 PM at Carboy Winery in Denver.

College Education Planning

The costs of college are EXPENSIVE. Potentially thousands and hundreds of thousands of dollars added up. Tuition (in-state or out-of-state), food, dorms, books, supplies, and other personal expenses drive the costs up. Some parents choose to disrupt their savings, debt consolidation, and retirement plans in order to help send their kids to college. A family college plan could help reduce the burden and prevent the strangling grip of massive college debt. 

Support Local Charity, Dress for Success

Dress for Success is an awesome local organization that empowers women to achieve economic independence with career support by providing a network of support, professional attire, and the development tools to help women thrive in work and in life. We hand-picked this charity to help support in March in celebration of International Women's Day! Over the span of the first two weeks in March (March 1st - March 15th) you can help in two ways.

Support Local Charity, Helping Mamas!

Helping Mamas is an awesome local organization that distributes essential baby items and feminine products to women and children in need. We hand-picked this charity to help support in March in celebration of International Women's Day! Over the span of the first two weeks in March (March 1st - March 15th) you can help in two ways.

Zoom Webinar: InSpired Vision

Colorado Meet & Greet Brunch

The Advisors of our newly merged TimeWise Financial team are excited to meet you IN PERSON! Join us for brunch at Culinary Dropout on Saturday, November 19th at 11 AM MST. 

Zoom Webinar: Meet the TimeWise Financial Team

Nursing Home vs. Aging in Place: Zoom Webinar

30-minute Webinar about planning to age. Would you want to "age in place" or stay in a nursing home? What are the pros and cons of each option? What is your financial liability? Join us to learn more!

July Wim Hof Method Fundamentals Workshop

Join a certified WHM Instructor to experience and learn the Wim Hof Method’s 3 pillars: Breathing Technique, cold exposure & commitment. Discover how you can take advantage of cold exposure and oxygen to improve your mind and body. Includes 4 – hour class and healthy salad lunch.

Grieving Well: Zoom Webinar

Prolonged, unresolved grief can leave you feeling lost and detached. Learn how grief could be the hidden barrier preventing you from embracing and loving your next season of life. Published Author and special guest, Janice Jernigan will lead an instructional session on grief, share her personal story, and discuss how learning how to grieve has changed her life in this 30-minute Zoom Webinar.

Webinar: History of the Markets and the Psychology of Investing

Are you worried about rising inflation and recent stock market performance? If so, you are not alone. Investors often experience a “roller coaster of emotions.”

March Wim Hof Method Fundamentals Workshop

Join a certified WHM Instructor to experience and learn the Wim Hof Method’s 3 pillars: Breathing Technique, cold exposure & commitment. Discover how you can take advantage of cold exposure and oxygen to improve your mind and body. Includes 4 – hour class and healthy salad lunch.

Do You Have A Plan? Corporate Employee Benefits Roundtable.

Corporate employees of the most famous beverage company in the world will learn how to navigate: the eight steps to be ready for retirement, the loophole about retiring at age 55...penalty-free, and the five options your pension has to offer! If you are contemplating retirement within the next 5 years...this roundtable is for you!

Wim Hof Method Fundamentals Workshop

Join a certified WHM Instructor to experience and learn the Wim Hof Method’s 3 pillars: Breathing Technique, cold exposure & commitment. Discover how you can take advantage of cold exposure and oxygen to improve your mind and body. Includes 4 – hour class and healthy salad lunch.

Webinar: The Future of Long-Term Care

The pandemic prompted families to have more of the hard conversations we typically avoid. Most people believe they aren't at risk of needing long-term care, but the reality is that 7 out of 10 people will need long-term care after the age of 65. That's 70%! Don't downplay your risk and burden your family with the expensive costs of care. Register and learn more!

Zoom Webinar: Risky Investing vs. Diversification

When euphoria takes over the market, some investors attempt to time it chasing huge returns. We're going to dive into three times in history this happened and investors were caught holding stocks that lost their worth.

OctoberFest

A fun, fall client appreciation event featuring family photos, fall snacks from Mercier Orchards, and a pumpkin patch.

1031 Exchange Webinar

1031 Exchange Workshop

Learn how to effectively execute a 1031 Exchange. We are partnering with Inland, a company that allows investors to utilize DSTs to complete a 1031 without having to be a landlord. 

Fill Welcome Bags for 4Sarah

Join us to fill Welcome Bags for women and children who have been victimized by sex trafficking. Donovan's Irish Cobbler will provide appetizers and snacks for our bagging party!

Do You Have a Plan? Company Restructuring and Retirement

If you are a corporate employee and facing a Restructuring or are contemplating retirement within the next 5 years, this 20-minute Live Zoom Webinar is for you! 

Do you have a plan? Layoffs and Benefits Packages

If you are a corporate employee and facing a possible layoff or are contemplating retirement within the next 5 years, this webinar is for you!