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.
At EdgeRock we believe planning has the power to make a difference. Our approach to philanthropy is focused and deliberate—directing time, attention, and financial support toward areas where meaningful progress is possible.
As the 2026 Putts for Patrick presenting sponsor, EdgeRock is excited to grow our involvement with The Butterfly Foundation and its unique influence on our Colorado community.
Thank you for your contribution & commitment to this important cause.
Join us for an evening at Ruth’s Chris in the Denver Tech Center. 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 Ruth’s Chris in the Denver Tech Center. 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 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 estate attorney Anastasia Fainberg 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 Ocean Prime in the Denver Tech Center. 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 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 estate attorney Nick Bjorklund 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 Ocean Prime in the Denver Tech Center. 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
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 Parker 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 estate attorney Anastasia Fainberg 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 Ruth’s Chris in the Denver Tech Center. 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 Ruth’s Chris in the Denver Tech Center. 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
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 for an evening at Devil’s Kitchen in downtown Grand Junction. 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 Devil’s Kitchen in downtown Grand Junction. 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 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 estate attorney Nick Bjorklund 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