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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?

Intelligent Investing Book Signing at The Tattered Cover

Cover for Intelligent Investing by Steve Booren

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

Workshop Series: Get Fed

Friends laughing

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.

4Gen Now Conference

4GenNow logo

David Morrison and Prosperion Financial Advisors were the title sponsor for the 2018 4GenNow Conference held at the CU Denver South Campus.

Workshop: From Clutter to Clarity

Stacks of disorganized papers

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.

Social Security & Medicare Webinar

Two people playing a chess game

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.

2018 Tax Reform

Capitol Building

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.