- November 23rd 9:oo am - 11:00 am
- Keystone Financial Services
Come help us celebrate a decade of pies! We have so much to be thankful for and to show you our appreciation, we are
Insights
Menu
Whether it’s keeping up with trends or discussing some other topic, our firm is dedicated to providing sound information to people who are concerned about their personal finances. Along the way, we like to have some fun, too.
If any of the events below look interesting, please give us a call. We’ll be happy to add you to our guest list.
Upcoming Events
Past Events
Thank you to everyone who joined us for our Client Appreciation Event! We had a night full of smiles and laughter! We love and appreciate our clients and are grateful to every one of you for your trust and for allowing us to be part of your lives. We extend sincere appreciation to all who attended, as well as to those who wanted to be there but were unable to make it. We love celebrating ALL of you!
A huge thank you to all of our clients who came out to our Half-Time Report event at the old HP/Agilent site. We had a great evening discussing a look back at the market behavior during the first half of 2022 and how this behavior might affect the rest of the year. Great food and drinks, followed by a nostalgic tour of the campus where a lot of our clients once worked! Also, at our Half-Time Report event we had the opportunity to celebrate Josh's 23rd anniversary as a financial advisor. Josh's children were there to present him with a cake to celebrate this milestone. We are very thankful to have a leader who is as loyal and hardworking as you are. Congratulations on 23 years, Josh!
Last month Keystone teamed up with Broadcom, HPE and HPI for Bike to Work (or Wherever) Day! Year after year, 100s of local businesses and organizations come together to host free breakfast stations for one of Fort Collins’ favorite unofficial holidays. We had a record-breaking event in the number of stations visited and most number of station visits for several locations. Here are a few stats that you will enjoy! Total estimated individual participation: 5,950 (+/- 3%) Total station visits: 22,7490, breaking the record from 2019 at 21,704 Estimated vehicle miles save from BTWD: 34,674. We’re grateful that so many in our community continue to come together to support our one-of-a-kind culture and Keystone is happy to be a part of this awesome community event!
The Keystone ladies teamed up with Habitat for Humanity for the 2022 Women's Build. We are excited to involve women within Keystone and our community in our building project. We spent the day working together to build affordable homes, helping families gain strength and self-sufficiency through home ownership. Women's Build inspires women to be proactive and help the women and families in their community. Thank you for all that joined us on this special day!
For 76 years Loveland is perhaps best known worldwide as the home of the “Valentine Re-Mailing Program”. Every year, more than a hundred thousand Valentines are packaged inside larger envelopes and sent to Loveland, where volunteers hand-stamp them with a Valentine’s verse and send them on to the intended recipients. This year Keystone Financial Services helped sponsor this event and worked together to stamp thousands of Valentines that were sent all over the world!
Watch the replay of our Forecast 2022 Webinar. In this special presentation Josh Nelson, CFP® and Jeremy Busch, CFP® will analyze the events that took place in the market during 2021 and consider what it could mean for 2022.
Our clients and Keystone team spent the morning together for breakfast and our Forecast 2022 event. In this special presentation Josh Nelson, CFP® and Jeremy Busch, CFP® analyzed the events that took place in the market during 2021 and discussed what it could mean for 2022.
Christmas is the time to celebrate the spirit of giving. We are excited to announce another record-breaking year for our Toys for Tots toy drive! 161 toys will be given to local children to open on Christmas day. Thank you to all our clients who donated, your kindness and generosity made all of this possible.
It's our favorite time of year! During Thanksgiving we are reminded how much we have to be thankful for. To show our clients our appreciation we host our Annual Thanksgiving Pie Event! We gift a pie for their holiday table and host an open house where they can pick up their pie, enjoy some refreshments and company from our Keystone Team. It's a great way to kick off the holiday season!
We had an incredible evening filled with lots of laughter as we tested our painting skills. This year we offered two ways to participate, in-studio and virtual and we all had a blast!
Pastels on 5th is a sidewalk chalk art festival that highlights one of Loveland’s most distinguished features – its internationally renowned art community.
Watch the replay from our Equity Awards Webinar. Josh Nelson CFP® and Jeremy Busch CFP®, discuss company equity awards- restricted stock, stock options, and employee stock purchase plans. You will learn how these plans work, tax implications, and effective strategies to make most of your company-provided benefits.
We count our blessings every day and cherish the time we spend time together with our clients and their families. Thank you for making this event a great success. It is our honor to share this time celebrating you!
CFP®, AAMS®, look back at market behavior during the first half of 2021 and discuss how this behavior may affect the rest of 2021.
Did you know a cyber hack occurs every 39 seconds? We want to share with you the strategies to STOP, LOOK, THINK, and VERIFY. Using these tools and learning the current terms can help protect yourself and your family.
A beautiful morning recycling and sharing coffee with our clients!
The women of Keystone were proud to work in the Women Build event! Thank you to our clients who raised $1550, and with Keystone's donation we were able to raise $2500 total for Habitat for Humanity!
A fun morning spent recycling, social distancing and seeing some familiar faces that we hadn't seen in several months.
A volunteer work day for Keystone women and friends during International Women Build Week.
Josh Nelson, CFP® and Jeremy Busch discuss how the markets fared in 2019 and the expectations for 2020.
Our generous clients efforts make this a successful campaign each year by donating new, unwrapped toys for local children.
Our favorite event of the year, clients choose a pie and take it home to enjoy for their upcoming thanksgiving celebration.
A celebration fun-filled day for Keystone to say "Thank you for being our client!"
Presenter, Jamie Hopkins, Esq., MBA, LLM, CFP®, ChFC®, distinguished author and former College of Financial Services Professor
Our celebration dinner welcoming new clients to the firm and who referred them to us.
Our ladies and their friends enjoying a fun evening drinking wine, painting and shopping.
Josh Nelson, CFP® discussed how the markets fared in 2018 and the expectations for 2019.
We are proud to be part of the efforts to help local children by collecting new, unwrapped toys to donate to this toy drive.
Our clients and their friends enjoying a morning of getting to know our team and asking Q & A on current happenings with Keystone.
Our team participating in the Loveland Corn Roast Festival and giving of our time for the community.
