Events & Webinars
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
Living In Retirement Webinar
Presented by our Wealth Advisor, Alana Macy, CFP®️️️️, MBA
Join our Wealth Advisor, Alana Macy, MBA, CFP®️, to learn how to manage:
- The Big, Irreversible Decisions
- Cash Flow in Retirement
- Starting Social Security
- Tax Planning Opportunities
- Utilizing a Bucketing Strategy
This webinar is ideal for someone within 10 years of retiring or in their first 5 years of retirement. However, feel free to join us regardless of what life stage you are at.
Can’t attend? Not to worry! Sign up anyway and we will send you the recording after the webinar.
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.
Webinars
Retirement for Millenials
Saving for Retirement as a Small Business Owner
College Savings Tactics for the Savvy Investor
CPR Segment- How to Get Started with Financial Planning
Identity Theft - What You Need to Know
6 Habits of Financially Savvy Parents
Past Events
Bloom’s Annual Client Appreciation Event
November 2023
Every Thanksgiving we give locally baked pies to our clients as a thank you for their trust. With delicious food, a latte cart and a massage therapist, our clients love coming in for some TLC before the busy holiday season!
Block Party
August 2023
Bloom’s Block Party was hosted in our parking lot with an In N’ Out Burger truck and a local live band! We enjoyed spending some social time with our clients and friends.
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!