Upcoming Events
BLUE LABEL EVENTS
Johlfs Financial Group has partnered with our Strategic Partners to provide our clients and their families with four educational seminars this 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!
GOLD 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
Past Events
June 24, 2021
5:00p - 6:00p
ZOOM
JFG Town Hall #5 (final) - LPL Transition*
Keeping you informed: We will stay in contact throughout the transition to LPL so that it is as seamless as possible. Topics covered during this virtual session: What will I get in the mail? What actions do I need to take? What will change? *Special Guest LPL's Casey Furr!
June 3, 2021
6:00p - 8:00p
Desert Willow Golf Resort
Johlfs & Foy - Meet N Greet
Welcoming Gary Foy's clients to the Johlfs Financial Group practice. *Note New Time: 6pm
May 27, 2021
5:00p - 6:00p
ZOOM
JFG Town Hall #4 - LPL Transition
Keeping you informed: We will stay in contact throughout the transition to LPL so that it is as seamless as possible. Topics covered during this virtual session: What will I get in the mail? What actions do I need to take? What will change?
April 29, 2021
12:00p - 1:00p
ZOOM
JFG Town Hall #3 - LPL Transition
Keeping you informed: We will stay in contact throughout the transition to LPL so that it is as seamless as possible. Topics covered during this virtual session: What will I get in the mail? What actions do I need to take? What will change?
April 14, 2021
5:00p - 6:00p
ZOOM
Ivy Investments Presents: Capital Markets Observer
Quarterly update with brief overviews of equity and fixed income markets, the economy and industry trends. While we can’t control the markets, we can understand the factors affecting them and their implications. This session will cover the current market environment, historical perspective and planning for the future.
March 25, 2021
5:00p - 6:00p
ZOOM
JFG Town Hall #2 - LPL Transition
Keeping you informed: We will stay in contact throughout the transition to LPL so that it is as seamless as possible. Topics covered during this virtual session: What will I get in the mail? What actions do I need to take? What will change?
February 25, 2021
5:00p - 6:00p
zoom
Craig Johlfs - LPL Town Hall
Craig Johlfs, CFP® would like to host an open forum to discuss the upcoming transition from Waddell & Reed to LPL Financial. This hour-long town hall style session will be hosted by Craig Johlfs, President of Johlfs Financial Group. He will address any questions you may have regarding this exciting shift. Note: This will be the first meeting, there will be other sessions to attend over the coming months.
January 13, 2021
5:00p - 6:00p
ZOOM WEBINAR
Nationwide Presents: Social Security Seminar
The Social Security decision is one of the most important decisions you will face about your retirement – a decision that could potentially result in accumulating hundreds of thousands of dollars in additional retirement income.
September 16, 2020
5:00p - 6:00p
WebEx Live Stream
Family Wealth Management - Live Stream Only
Due to the COVID conditions, this event will be held via WebEx Live Stream only.
April 23, 2020
7:00p - 9:00p
Indulge Bistro & Wine Bar - Southglenn Shopping Center
Family Wealth Management *POSTPONED*
*Blue Label Event - open to all **POSTPONED DUE TO COVID19** *STAY TUNED WITH UPDATES*
March 25, 2020
11:30a - 1:00p
The ViewHouse - Centennial / DTC Location
JFG Showcase & Sellers Workshop *POSTPONED*
**POSTPONED DUE TO COVID19** **STAY TUNED FOR RESCHEDULE DETAILS** Attention Denver Financial Professionals: Ready to retire? Are you actively thinking about transitioning your practice? Are you seeking information on what you should be preparing for? You have options! Please join us for a unique and informative lunch session.
February 19, 2020
11:30a - 1:00p
Rock Bottom Brewery - Park Meadows - Buffalo Lounge
Six Barriers to Investment Success
*Blue Label Event - open to all
February 13, 2020
6:00p - 7:30p
Maria Empanada *South Broadway Location*
Empanada Cooking Class
*Private Event, by invitation only*
January 30, 2020
5:00p - 9:00p
Grand Hyatt Denver
An Evening With Michael Lewis
*Gold Label Private Event: by invite only* *Seating is limited*
July 30, 2019
12:00p - 2:00p
Lucy Restaurant inside Comedy Works South-Landmark
JEFF LANZA, FORMER FBI AGENT
Protecting Your Family in the Information Age