Upcoming Events

Join us for an evening at 801 Chophouse in Cherry Creek. Learn how to take your financial plan to the next level—covering advanced topics ranging from portfolio management, tax strategy, and legacy planning—and enjoy some of the city’s finest steak and seafood. Space is limited. Please call to inquire about availability.

• Maximizing your CPA: Tax optimization for the future
• Private Investment: Does this make sense for you?
• Legacy Planning: How to enhance your estate plan
• Why finding the right financial relationship is so important

Join us for an evening at 801 Chophouse in Cherry Creek. Learn how to take your financial plan to the next level—covering advanced topics ranging from portfolio management, tax strategy, and legacy planning—and enjoy some of the city’s finest steak and seafood. Space is limited. Please call to inquire about availability.

• Maximizing your CPA: Tax optimization for the future
• Private Investment: Does this make sense for you?
• Legacy Planning: How to enhance your estate plan
• Why finding the right financial relationship is so important

Join us at the Parker Library for a focused discussion on proactive tax planning—designed to help families make more informed decisions about how their wealth is structured and preserved. In this session, we’ll walk through practical strategies for coordinating investments, income, and long-term planning to reduce avoidable tax friction over time. If you’re looking to approach taxes with more clarity and intention—not just once a year, but as part of a broader financial strategy—this is a thoughtful place to begin.

• Why tax planning should extend beyond annual filing

• Coordinating investment and income decisions for greater efficiency

• Managing capital gains and retirement distributions with intention

• Planning ahead for legislative and life changes

EdgeRock Masterclass was built on the idea that education is empowerment, to give serious savers and retirement-minded investors access to the kind of financial insight that’s too often hidden behind sales tactics or oversimplified headlines.

We offer classroom-style learning environments because we believe families deserve thoughtful answers. Whether you’re navigating complex tax decisions, considering private investment opportunities, or simply want to avoid common retirement pitfalls, our goal is to arm you with clarity—not jargon. Financial fluency, tailored for people who take their future seriously.

• Navigating Medicare, Social Security, RMDs & the latest retirement rules
• Creating a tax efficient income plan to maximize your savings & standard of living
• Designing a portfolio to better address your evolving investment goals
• Building a legacy plan that takes care of your loved ones and the causes you value
• Implementing strategies that reduce exposure to unnecessary taxation

EdgeRock Masterclass was built on the idea that education is empowerment, to give serious savers and retirement-minded investors access to the kind of financial insight that’s too often hidden behind sales tactics or oversimplified headlines.

We offer classroom-style learning environments because we believe families deserve thoughtful answers. Whether you’re navigating complex tax decisions, considering private investment opportunities, or simply want to avoid common retirement pitfalls, our goal is to arm you with clarity—not jargon. Financial fluency, tailored for people who take their future seriously.

• Navigating Medicare, Social Security, RMDs & the latest retirement rules
• Creating a tax efficient income plan to maximize your savings & standard of living
• Designing a portfolio to better address your evolving investment goals
• Building a legacy plan that takes care of your loved ones and the causes you value
• Implementing strategies that reduce exposure to unnecessary taxation

Join us at the Highlands Ranch Library for a unique discussion on estate planning. designed to help families protect what they’ve built and pass it on with clarity. In this session, we will be joined by Nick Bjorklund of Birch Grove Legal to walk through essential strategies for organizing your legacy—proper entity structure, reducing avoidable taxes, and making sure your wishes are carried out smoothly. If you want to feel more confident about the decisions that shape your family’s future, this is an easy place to start.

• Navigating complex family dynamics
• Knowing the right entity structure for you
• How to properly fund a trust
• Maximizing your impact with tax planning

Join us at the Highlands Ranch Library for a unique discussion on estate planning. designed to help families protect what they’ve built and pass it on with clarity. In this session, we will be joined by Anastasia Fainberg of Legacy Law Group to walk through essential strategies for organizing your legacy—proper entity structure, reducing avoidable taxes, and making sure your wishes are carried out smoothly. If you want to feel more confident about the decisions that shape your family’s future, this is an easy place to start.

• Navigating complex family dynamics
• Knowing the right entity structure for you
• How to properly fund a trust
• Maximizing your impact with tax planning