Tuesday, September 20, 2016 11:30 am – 1:00 pm Maggiano’s Little Italy – Denver Tech Center 7401 South Clinton Street, Englewood 80112 On Tuesday, September 20, I will present at a seminar that I am co-sponsoring with Castle Rock Investment Company.  Any independent brokers and insurance agents who provide services to retirement plans and/or IRAs are […]

Upcoming Speaking Engagement Thursday, June 30, 2016 11:30a.m. – 1:00p.m. Strategies Capital Management 1900 Wazee Street, Suite 1535, Denver 80202 On Thursday, June 30 from 11:30a.m. – 1:00 p.m., I will present at the downtown Denver office of Strategies Capital Management, during a lunch seminar regarding the DOL’s new fiduciary rules, including topics such as: “Fiduciary […]