Upcoming Events
Your path to financial clarity begins here
EdgeRock events go beyond the basics of personal finance to help families learn what’s possible.
Join us for an evening at Seasons 52 restaurant near Park Meadows. 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 Seasons 52 restaurant near Park Meadows. 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 Ocotillo 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 Lauren O’Dell of Dufford Waldeck Law 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 Ocotillo 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 Lauren O’Dell of Dufford Waldeck Law 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
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