Upcoming Events
GOLD LABEL EVENTS
Johlfs Financial Group has teamed with our Strategic Partners to provide our clients and their families with educational seminars throughout the year. Each educational event will be open to all of our clients at no cost. Everyone is welcome and encouraged to bring a guest, neighbor, family member or friend. Read below for more details on these fun gatherings!
ROYAL BLUE LABEL PRIVATE EVENTS
We are so fortunate to have built such amazing relationships with our clients, many of them have referred us to their friends, family members, neighbors, and co-workers. It is an honor and we appreciate the confidence you have in our team and our value proposition. We are introducing a series of events to thank our clients who have recommended us to others.
SILVER LABEL EVENTS
These style of events are in our minds, a tradition. Tradition contributes a sense of comfort and belonging. It brings families and clients together and it is a chance to reconnect. Tradition serves as an avenue for saying Thank You and and of course creating lasting memories!
Upcoming Events
November 20, 2023 - December 20, 2023
8:00a - 4:00p
JFG Office
Annual Donation Drive: Tennyson Center for Children
Charitable donations accepted 11/15 - 12/20.
December 14, 2023
4:00p - 6:00p
Curtis Ballroom at The Landmark
Holiday Happy Hour - Denver
*By invitation only*
Past Events
November 16, 2023
5:00p - 6:00p
Zoom
Year End Tax Planning Webinar
Review 6 common tax planning strategies that may give you a boost when tax day comes.
September 28, 2023
5:00p - 6:00p
Zoom
Estate Planning Series: Importance of Beneficiary Designations
An urgent task we encourage you to address promptly is to make sure your beneficiary designations are current for all your investments, insurance and financial-related accounts.
August 2, 2023
5:00p - 6:00p
Zoom
Medicare 101 | Presented by Pepple Insurance
Your Questions Answered! - When to enroll? - How much does Medicare cost? - What does Medicare cover?
August 1, 2023
4:00p - 6:00p
Belleview Beer Garden in DTC
June 21, 2023
4:00p - 5:00p
Webinar
A Closer Look At Your Social Security Benefits - Presented by Prudential
Are you planning to take early retirement? Or do you want to continue working until, or beyond, full retirement age?
May 24, 2023
5:00p - 6:00p
Zoom
7 Things No One Tells You About Retirement
Look beyond the dollars and cents of traditional retirement planning. Join us for an eye-opening look at what life might look like after work and develop a more personal and creative approach to everyday life in retirement.
May 13, 2023
9:00a - 11:00a
5299 DTC Blvd.
Paper Shredding Event
There's nothing more important than protecting your identity. Responsibly destroying sensitive documents is a smart way to stay safe.
March 15, 2023
5:00p - 6:00p
Zoom
Connecting Generations | Presented by: Touchstone Investments
Let's get organized! The Connecting Generations Organizer is a place to provide basic information about your finances and personal wishes for family and friends.
January 11, 2023
5:00p - 6:00p
Zoom
Making Cash Count! | Presented by Goldman Sachs
The hidden cost of cash, and what to consider instead.
November 17, 2022 - December 23, 2022
8:00a - 4:00p
JFG OFFICE
Annual Charity Drive: Saint Francis Center
This year, our team will be collecting items for local people in need on behalf of the Saint Francis Center located in downtown Denver. The mission of St. Francis Center is to offer refuge and peace for our community members who experience homelessness, helping them meet their basic needs and transition out of homelessness.
November 9, 2022
5:00p - 6:00p
Zoom
7 Keys to Social Security Seminar
*New Date* Managing your Social Security income benefit is an important part of your retirement income process.
October 27, 2022
12:00p - 1:00p
LPL WebEx
LPL Financial Presents: Cybersecurity Seminar
Join this free cybersecurity presentation hosted by LPL Financial professionals and learn some tips for protecting your information and accounts. This presentation offers best practices for reducing the risk in your life. Register today!
August 18, 2022
5:00p - 6:00p
Zoom
Delaware Funds Presents: Investing in Innovation
Let's review the advances in technology and how they impact our lives today
July 21, 2022
5:00p - 6:00p
Zoom
The World in year 2030
Let's look ahead to 2030 to highlight 10 of the most exciting and in some cases life-changing developments uncovered through global research efforts.
June 11, 2022
9:00a - 11:30a
Prentice Point Building
Electronics Recycling Event
*NEW DATE: JUNE 11TH* Johlfs Financial Group will be providing complimentary Electronics Recycling services for our clients and their families. This is an opportunity for you to responsibly recycle items such as computers, tv's, phones and other small electronics.
April 28, 2022
5:00p - 6:30p
Zoom
Medicare 101 - Virtual Seminar - Your Questions Answered!
This seminar is suitable for those preparing to sign up for the first time AND for those wanting to know more before the next open enrollment period. - When to enroll? - How much does Medicare cost? - What does Medicare cover?
April 21, 2022
4:00p - 5:00p
Zoom
How to Use Account View Online
Special Guest Host: Ryan May, AVP - Business Development - LPL Financial
February 3, 2022
5:00p - 6:00p
Zoom
Preventing ID Theft Seminar
Don’t be a victim of crime. Awareness and proper handling of your personal information is key to protecting yourself from fraud and corruption
November 18, 2021
5:00p - 6:00p
https://us06web.zoom.us/j/84054899398
Visualize Retirement Seminar
What are you saving for?
November 1, 2021 - December 10, 2021
8:00a - 4:00p
JFG Office in Denver Tech Center
Annual Charity Drive
Our team will be collecting items for local children in need on behalf of D.C.A.C. Denver Children’s Advocacy Center was founded in 1995 after over 300 professionals in Denver came together to report that child victims of sexual abuse and domestic violence were “falling through the cracks” in a system that was supposed to help them.
August 5, 2021
5:00p - 6:00p
Webex
August 4, 2021
5:00p - 6:00p
Webex