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EVENTS

We like to host fun and timely topics at local breweries. Everyone seems to love the talks.  Or maybe they just love the good food and beer?

  • Foundational Principles of Investing with Magic
    Foundational Principles of Investing with Magic
    Foundational Principles of Investing with Magic
    Thu, Jan 21
    Zoom link will be provided in advance.
    Jan 21, 2021, 6:30 PM – 7:30 PM MST
    Zoom link will be provided in advance.
    Jan 21, 2021, 6:30 PM – 7:30 PM MST
    Zoom link will be provided in advance.
    Many people feel that investing successfully is often complicated and tricky, and that some investors have a magic touch. But that’s simply not true.
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  • A Different Way to Invest
    A Different Way to Invest
    A Different Way to Invest
    Wed, Sep 04
    Acreage by Stem Ciders
    Sep 04, 2019, 5:30 PM – 7:30 PM
    Acreage by Stem Ciders, 1380 Horizon Ave, Lafayette, CO 80026, USA
    Sep 04, 2019, 5:30 PM – 7:30 PM
    Acreage by Stem Ciders, 1380 Horizon Ave, Lafayette, CO 80026, USA
    Today’s complex investment climate leaves many people wondering what’s ahead and how to best position their portfolios. There are no easy answers to this investment challenge, and choosing among investment opportunities can be daunting.
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  • Retirement: Getting there and enjoying being there.
    Retirement: Getting there and enjoying being there.
    Retirement: Getting there and enjoying being there.
    Wed, Oct 17
    FATE Brewing Company
    Oct 17, 2018, 5:30 PM – 7:30 PM
    FATE Brewing Company, 1600 38th St, Boulder, CO 80301, USA
    Oct 17, 2018, 5:30 PM – 7:30 PM
    FATE Brewing Company, 1600 38th St, Boulder, CO 80301, USA
    Ever wonder what you should expect in retirement? Want to know what successful retirees actually do? Join us for a one-of-a-kind experience hosted by Barry LaValley.
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  • Tax & Estate Planning Benefits of Colorado's 529 Plan
    Tax & Estate Planning Benefits of Colorado's 529 Plan
    Tax & Estate Planning Benefits of Colorado's 529 Plan
    Thu, Jun 07
    The Empire Lounge and Restaurant
    Jun 07, 2018, 5:30 PM – 7:30 PM
    The Empire Lounge and Restaurant, 816 Main St, Louisville, CO 80027, USA
    Jun 07, 2018, 5:30 PM – 7:30 PM
    The Empire Lounge and Restaurant, 816 Main St, Louisville, CO 80027, USA
    Colorado's 529 College Savings Plans offers tax and estate planning advantages to parents or grandparents who open and/or contribute to a savings account.
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  • Redefining Investment Advice
    Redefining Investment Advice
    Redefining Investment Advice
    Thu, Mar 08
    FATE Brewing Company
    Mar 08, 2018, 5:30 PM – 7:30 PM
    FATE Brewing Company, 1600 38th St, Boulder, CO 80301, USA
    Mar 08, 2018, 5:30 PM – 7:30 PM
    FATE Brewing Company, 1600 38th St, Boulder, CO 80301, USA
    Markets throughout the world have a history of rewarding investors for the capital they supply. Companies compete for investment capital, and millions of investors compete to find the most attractive returns. Markets quickly incorporate information from this competition into security prices.
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  • Your Investment Journey and The Rewards of Patience
    Your Investment Journey and The Rewards of Patience
    Your Investment Journey and The Rewards of Patience
    Thu, Oct 19
    The North End at 4580
    Oct 19, 2017, 5:00 PM – 6:30 PM
    The North End at 4580, 4580 Broadway, Boulder, CO 80304, USA
    Oct 19, 2017, 5:00 PM – 6:30 PM
    The North End at 4580, 4580 Broadway, Boulder, CO 80304, USA
    Join us for some wine and cheese while we enjoy a lively presentation on how some key principles can lead to a better investment experience.
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