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Events

Upcoming Events

August 16, 2024

5:00p - 8:00p

Trellis Wine Bar

Client Appreciation & Alan's Retirement Party

Join us for a special evening celebrating the achievements of our valued clients and the well-deserved retirement of Alan Piehl!

Past Events

February 27, 2024

1:00p - 1:30p

LIVE Zoom Webinar

October 31, 2023

1:00p - 1:30p

Zoom LIVE Webinar

Step by Step Legacy Planning: Before You Lose a Parent or Spouse

We do not plan for IF but for WHEN! People spend a lot of time planning for retirement but aging and end-of-life are inevitable. You should have a blueprint for what will happen when your parents or spouse end up ill, incapacitated, or mentally compromised. If you do not plan beforehand things can get very complicated very quickly. Kate Moseley will help you create a step-by-step plan in this webinar.

October 21, 2023

1:00p - 4:00p

Deanna's House (Address to be Shared After Registration)

August 29, 2023

1:00p - 1:30p

Zoom LIVE Webinar

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.

August 19, 2023

1:00p - 4:00p

Carboy Winery

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.

May 11, 2023

2:00p - 3:00p

Zoom LIVE Webinar

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. 

March 1 - March 15, 2023

9:00a - 5:00p

Item Drop-Off at TimeWise Financial's Office in Aurora, CO

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.

March 1 - March 15, 2023

9:00a - 12:15a

Item Drop-Off at either Donovan's Irish Cobbler or TimeWise Financial

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.

February 7, 2023

1:00p - 1:30p

Zoom LIVE Webinar

November 19, 2022

11:00a - 2:00p

Culinary Dropout

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. 

October 25, 2022

11:00a - 12:00p

Zoom LIVE Webinar

September 9, 2022

1:00p - 3:30p

Serenberry Vineyards & Winery

August 30, 2022

11:00a - 11:30p

Zoom LIVE Webinar

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 22, 2022

10:00a - 2:30p

Meaningful Living Program Headquarters

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.

June 15, 2022

11:00a - 11:30a

Zoom LIVE Webinar

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.

May 18, 2022

11:00a - 12:00p

Zoom LIVE 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 25, 2022

10:00a - 2:30p

Meaningful Living Program Headquarters

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.

March 10, 2022

12:00p - 1:00p

Ray's In The City

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!

February 25, 2022

10:00a - 2:30p

Meaningful Living Program Headquarters

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.

February 23, 2022

11:00a - 11:30a

Zoom LIVE Webinar

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!

November 17, 2021

11:00a - 11:30a

Zoom LIVE Webinar

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.

October 9, 2021

12:00p - 3:00p

TimeWise Financial's Office

OctoberFest

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

September 9, 2021

10:00a - 11:00a

Zoom LIVE Webinar

August 17, 2021

12:00p - 1:30p

TimeWise Financial

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. 

March 5, 2021

10:30a - 1:00p

TimeWise Financial

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!

February 9, 2021

12:00p - 12:30p

Zoom LIVE Webinar

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! 

September 9, 2020

12:00p - 12:30p

ZOOM LIVE WEBINAR

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!

Event Registration