Events
Upcoming Events
SNAG Golf Day – Big Clubs, Bigger Laughs
We're taking over the Mini-Course for a morning of S.N.A.G golf; that's Starting New At Golf. Translation? You'll be swinging cartoon-sized clubs (a Launcher or a Roller) trying to get a tennis ball into oversized holes
Financially Fit: Walks with Aubrey and Elisabeth
Whether you want to chat about financial goals, ask general questions, or just talk about life, the format is intentionally casual and welcoming. No presentations, no pressure; just real conversations while we move. Bring your curiosity, your walking shoes, water, and maybe a question or two. We'd love to walk alongside you.
Financially Fit: Walks with Aubrey and Elisabeth
Whether you want to chat about financial goals, ask general questions, or just talk about life, the format is intentionally casual and welcoming. No presentations, no pressure; just real conversations while we move. Bring your curiosity, your walking shoes, water, and maybe a question or two. We'd love to walk alongside you.
Past Events
April 16, 2026
9:30a - 10:30a
Riverbend Ponds Natural Area - Fort Collins, Colorado, Prospect Road Entrance
Financially Fit: Walks with Aubrey and Elisabeth
Whether you want to chat about financial goals, ask general questions, or just talk about life, the format is intentionally casual and welcoming. No presentations, no pressure; just real conversations while we move. Bring your curiosity, your walking shoes, water, and maybe a question or two. We'd love to walk alongside you. And we encourage you to invite your friends along!
March 5, 2026
10:00a - 11:00a
Spring Creek Trail, Lemay to Human Bean, Fort Collins
Financially Fit: Walks with Aubrey and Elisabeth
Whether you want to chat about financial goals, ask general questions, or just talk about life, the format is intentionally casual and welcoming. No presentations, no pressure; just real conversations while we move. Bring your curiosity, your walking shoes, water, and maybe a question or two. We'd love to walk alongside you.
December 4, 2025
2:00p - 4:00p
Financial Consulting Group 360
November 11, 2025
10:00a - 11:00a
Spring Creek Trail, Lemay to Human Bean, Fort Collins
Financially Fit: Walks with Aubrey and Elisabeth November 11, 2025 Lemay and Prospect
Whether you want to chat about financial goals, ask general questions, or just talk about life, the format is intentionally casual and welcoming. No presentations, no pressure; just real conversations while we move. Bring your curiosity, your walking shoes, water, and maybe a question or two. We'd love to walk alongside you.
October 23, 2025
9:30a - 10:30a
Riverbend Ponds Natural Area - Fort Collins, Colorado, Prospect Road Entrance
Financially Fit: Walks with Aubrey and Elisabeth
Whether you want to chat about financial goals, ask general questions, or just talk about life, the format is intentionally casual and welcoming. No presentations, no pressure; just real conversations while we move. Bring your curiosity, your walking shoes, water, and maybe a question or two. We'd love to walk alongside you. And we encourage you to invite your friends along!
October 2, 2025
9:30a - 10:30a
Environmental Learning Center
Financially Fit: Walks with Aubrey and Elisabeth
Whether you want to chat about financial goals, ask general questions, or just talk about life, the format is intentionally casual and welcoming. No presentations, no pressure; just real conversations while we move. Bring your curiosity, your walking shoes, water, and maybe a question or two. We'd love to walk alongside you.
September 23, 2025
9:30a - 10:30a
Environmental Learning Center
Financially Fit: Walks with Aubrey and Elisabeth
Whether you want to chat about financial goals, ask general questions, or just talk about life, the format is intentionally casual and welcoming. No presentations, no pressure; just real conversations while we move. Bring your curiosity, your walking shoes, water, and maybe a question or two. We'd love to walk alongside you.
August 19, 2025
9:30a - 10:30a
Environmental Learning Center
Financially Fit: Walks with Aubrey and Elisabeth
Whether you want to chat about financial goals, ask general questions, or just talk about life, the format is intentionally casual and welcoming. No presentations, no pressure—just real conversations while we move. Bring your curiosity, your walking shoes, water, and maybe a question or two. We’d love to walk alongside you.
October 22, 2024 - November 22, 2024
12:00p - 1:30p
CB&Potts
February 28, 2023 - March 1, 2023
12:00p - 1:00p
Scottsdale, AZ
February 23, 2021
9:00a - 10:00a
Online Webinar, Register to get the link!
Taxes in Retirement Webinar 9:00 a.m.
Join us to learn more about strategies that may reduce the taxes you pay on your retirement income and information on the recently passed SECURE Act, its critical reforms to our retirement system, and its effect on your retirement saving
January 20, 2021
4:00p - 5:00p
Online Webinar, Register to get the link!
Taxes in Retirement Webinar 4 p.m.
Join us to learn more about strategies that may reduce the taxes you pay on your retirement income and information on the recently passed SECURE Act, its critical reforms to our retirement system, and its effect on your retirement saving
September 30, 2020
4:30p - 5:30p
Online Webinar, Register to get the link!
February 20, 2020
5:15p - 6:15p
Financial Consulting Group 360
Charitable Giving Strategies, February 20th, 2020
In this overview of charitable giving, we will discuss options to consider when making a gift to charities you love to support.
February 19, 2019
4:00p - 6:00p
Windsor CO Office
Open House
Check out our new location and meet your financial planning team!