Events
Upcoming Events
More events are on the way! Check back soon for more information.
Past Events
February 19, 2026
4:00p - 7:30p
Empower Field at Mile High Stadium
October 22, 2025
11:30a - 1:00p
Webinar
Healthcare in Retirement: Medicare made Easy
Medicare can be confusing! We'll help you make sense of it. From enrollment deadlines to the impact of private insurance, join us to learn how to avoid costly mistakes and plan ahead for health care in retirement.
October 16, 2025
5:30p - 7:30p
Cetera
Privacy Protection and Cyber Security Seminar
Join Koren, Ann, and Steve as they welcome Chad Swats from Eagle Life for an important conversation on **how to stay safe and protect your personal information in today's digital world. 📅 Date: October 16, 2025 🕒 Time: 5:30 PM - 7:30 PM 📍 Location: 5299 DTC Blvd. Greenwood Village, CO 80111
September 11, 2025
11:30a - 1:00p
Webinar
How Tax Planning Evolves Through Retirement: Keep More of What's Yours
Taxes don't stop when you retire - but with a little planning , you can keep more of your money. Learn how tax rules shift and what you can do now to prepare for the future.
August 21, 2025
11:30a - 1:00p
Webinar
Savvy Social Security - Make the Most of What You've Earned!
Learn the rules for how to get the most of out of your Social Security benefits.
August 16, 2025
11:00a - 2:00p
Pindustry
April 25, 2025
12:00p - 1:00p
Zoom
“How to Stay Safe Online”
Join us for a complimentary, professional-led webinar hosted by Carefull, a financial safety platform designed to safeguard your money, credit, and identity.
February 19, 2025
4:00p - 7:00p
Denver Art Museum
The Art of Accumulation
As a "thank you" for your business, we are hosting a Client Market Update event for you and your guests! We are so grateful for your support. Please Register to join us in celebration friends and family are welcome.
August 13, 2024
5:00p - 7:00p
Prentice Point - 2nd Floor Classroom
Privacy Protection Workshop and Shred Event
Join us on August 13th from 5-7 PM for an exclusive Privacy Protection Workshop, designed to empower you with actionable steps to secure your personal information. Enjoy a complimentary dinner and beverages, and take advantage of our onsite shred truck for safe document disposal. Don’t miss this opportunity to enhance your privacy protection and integrate these measures into your financial planning.
June 11, 2024
5:00p - 7:00p
Denver Botanic Gardens
Flora, Fauna and Finance
Join us on June 11th at the Denver Botanical Gardens for an exclusive Client Market Update Event. Enjoy world-class cuisine, beverages, and expert insights on AI, market trends, and more. RSVP today to celebrate with us and bring your guests!
May 8, 2024
11:30a - 12:30p
your desk or kitchen table
Wealth Wednesdays Series - Savvy Social Security Planning
Join our lunchtime webinar on maximizing Social Security! Learn when to apply, how to estimate benefits, coordinate with spouse's benefits, minimize taxes, and more. From 11:30-12:30, get advice to help you maximize your retirement income. Register for the Zoom link!
May 3, 2023
11:30a - 12:30p
Zoom Webinar
Maximize your Social Security
Savvy Social Security Planning What baby boomers need to know to help maximize retirement income
May 3, 2023
11:30a - 12:30p
Zoom Webinar
Maximize your Social Security
Savvy Social Security Planning What baby boomers need to know to help maximize retirement income
April 5, 2023
11:30a - 12:30p
Zoom Webinar
February 9, 2023
6:30p - 7:30p
Zoom Webinar - Link will be provided via confirmation email
October 5, 2022
4:00p - 7:00p
Cetera Investors at Prentice Point
October 5, 2022
4:00p - 7:00p
Cetera Investors at Prentice Point
June 17, 2021
11:30a - 12:30p
Virtual Meeting on Zoom Platform
Managing Healthcare Expenses in Retirement
Join us if you have questions about planning for healthcare expenses in retirement!
June 9, 2021
6:30p - 7:30p
Virtual Meeting on Zoom Platform
Savvy Social Security Planning
Join us to learn how to maximize your retirement income with Savvy Social Security Planning
February 18, 2021
11:30a - 12:30p
via zoom from your desk
Financial Wellness 101
Learn how to make progress toward your financial goals, and how to take the first steps!
February 10, 2021
6:30p - 7:30p
in the comfort of your home via Zoom
Savvy Social Security Planning for Women
Learn what every woman must know about Social Security, and how to plan to maximize your benefits!
November 18, 2020
6:00p - 7:00p
in the comfort of your home via Zoom
Savvy
Learn how to maximize your social security earnings with Savvy Planning
April 6, 2020
10:00a - 11:00a
a live conference call from the comfort of your home
A call with our Chief Investment Officer on todays market volatility
Join us to get perspective on current market volatility, outlook, and ask questions of Cetera CIO Gene Goldman
April 2, 2020
2:00p - 3:00p
https://cetera.zoom.us/j/375866609?pwd=Mks2cUJncmVjNWd3UzB5b3lwVkEvdz09
A Conversation with Gene Goldman
Discuss current market volatility, outlook, and ask questions of Cetera CIO Gene Goldman