Client Events

We love spending time with our clients and the people they care about. Many of our events focus on educating people in an approachable and valuable way. In addition to educational events, we love spending time with our clients through social events and celebrations.


Upcoming Events

Women & Wealth Workshop

Presented by our Wealth Advisor, Alana Macy, CFP®️️️️, MBA

Our Wealth Advisor, Alana Macy is on a mission to educate and empower more women to take control of their finances and feel confident investing for the future. Her workshop is designed to create a safe space for women to learn valuable skills and resources to find their financial freedom. Alana discusses financial goals, savings strategies, investment education, and retirement planning. If you know of a group of women who would benefit from personalized guidance, motivating tips and education, reach out to Alana at [email protected] to book your next workshop.

Past Events

Identity Theft Lunch & Learn
June 2023

Our Wealth Advisor, Alana taught our clients about the risks of Identity Theft and how to protect yourself at our office for a Lunch N’ Learn.

Women & Wealth Workshop Lunch N’ Learn at Kiln
May 2023

The women of kiln learned valuable skills to take control of their finances

Coffee Talk
May 2023

We hosted our famous Coffee Talk back in person for the first time in 3 years

Galentine’s Day Afternoon Tea
February 2023

We spent the day at the Dushanbe Teahouse with a great group of women.

Santa Clause Event
December 2022

Santa came all the way to the North Pole to take photos with our children!

Rockies Game
June 2022

We had a great evening with our clients in a suite at Coors Field!