Medicare 101: Understanding Your Options & Eligibility

https://www.youtube.com/watch?v=ukA72xt2oR0 Navigating the complexities of Medicare is both a necessity and a burden. A variety of coverage options, pricing, and public/private coverage can leave people feeling uncertain and discouraged. With…

Discovering & Upholding Your Values:Decisions About Care & Housing

https://www.youtube.com/watch?v=CXJUb8hu3RU As we age asking for help can be a challenging decision, especially when exploring options for housing and care in later years. Evaluating choices, determining costs, and reflecting on the ability…

Understanding & Communicating Your Values

Please join us for a webinar with Dr. Mary McCall, a gerontologist and coach for individuals, couples and families who are navigating mid- and late-life issues from a values-based approach.
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What You Need To Know: Computer Security for Everyone

This 1 hour Zoom video call co-presented by Scott Henke of Onsite Computer Consulting focused on recognizing and avoiding fraudulent emails, websites, and advertisements, and tips for keeping your passwords memorable and secure.
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What You Need To Know: Estate Planning

This 45 minute Zoom video call co-presented by Brown & Taylor will focus on common misconceptions about estate planning, four key documents you need, and other helpful insights about the planning process.
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The Decade in Review

As financial advisors we’re constantly advocating for investors to maintain a long-term view. We consider it to be fundamental, not only as an example of good investor behavior, but as a way of minimizing the emotional toll of “riding the rollercoaster”. But what does it mean to have a long-term perspective? How long is long enough?
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Intelligent Investing Book Signing at The Tattered Cover

Author & LPL Financial Advisor, Steve Booren, will host a conversation and book signing event at the Tattered Cover at Aspen Grove in Littleton.
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Workshop Series: Get Fed

As women we are no strangers to stress. We juggle countless plates, everyday, often at the same time. So we've created a workshop series by women, for women, built just for you.
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4Gen Now Conference

David Morrison and Prosperion Financial Advisors were the title sponsor for the 2018 4GenNow Conference held at the CU Denver South Campus.
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Workshop: From Clutter to Clarity

Are you drowning in data? How can you conquer the clutter? Join Michelle Santaferraro from Organomics for a workshop on organizing the chaos, simplifying the storage, and streamlining your system for dealing with paper.
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Social Security & Medicare Webinar

The right move can make a huge difference in your Social Security and Medicare benefits. If you're 60-65 and approaching retirement, you need to see this. Watch Tim Lenz speak on Social Security, followed by Dave Suplinski on Medicare.
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2018 Tax Reform

Now that the ink has dried on tax reform, join us for an updated presentation with Jay K. Dahl, CPA. He'll cover the unexpected items that did and did not make it into the final legislation.