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Events

Upcoming Events

More events are on the way! Check back soon for more information.

Past Events

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!

Event Registration