Missed the live webinar? Watch the replay of our Market Update Q&A held on April 9, 2025, with Josh Nelson CFP® and Jeremy Busch CFP®.
Insights
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
Josh and Jeremy joined others and braved the cold for Winter Bike to Work (or Wherever) Day on February 14, 2025.
A heartfelt thank you to everyone who joined us for our Valentine’s Stamping Event! Together, we restamped almost 10,000 valentines that will travel all over the world. It was a wonderful time, and we can’t wait for the next adventure together!
Thank you to everyone who joined us at the Elizabeth Hotel’s Walnut Ballroom for our 2025 Forecast Event! We appreciate your time and engagement as Josh and Jeremy provided a thoughtful recap of 2024 and shared their insights on what’s ahead for 2025. We look forward to navigating the year together and staying connected as it all unfolds!
A huge thank you to everyone who joined us for our Client Appreciation Casino Night! We had an evening filled with fun, excitement, and plenty of laughter. Your trust and support mean the world to us, and we are grateful to have you in our lives.
Watch the replay of our Half-Time 2024 Webinar, where Josh Nelson CFP® and Jeremy Busch CFP® delve into the latest trends and insights shaping the stock market. As they navigate the complexities of the current financial landscape, they discuss how market behavior may affect the rest of 2024.
Our Keystone ladies, valued clients and friends joined hands in a remarkable collaboration for the Habitat for Humanity Women’s Build initiative for 2024. Through this empowering partnership, we collectively worked towards constructing safe and affordable homes for deserving local families in need. Together, our team of passionate women harnessed their skills, compassion, and determination to make a lasting impact in our community to help create a brighter future for all. Thank you, ladies, for all your help and hard work
Thank you to everyone who came out and made our recent shred event such a success! We had a fantastic time, and it was wonderful to see so many of you join us for a day of community, fun, and delicious BBQ catered by Nordy's. Thanks to your enthusiastic participation, we filled over 30 bins of shredded materials and half a truck full, making a significant impact in securely disposing of unwanted documents. We couldn't have done it without your support. Here’s to our collective efforts in protecting privacy and enjoying great company – we look forward to seeing you at our next event!
We are thrilled to announce our active involvement in the Loveland Veterans Honor Monument event. Keystone Financial Services proudly supported the upcoming construction of this meaningful monument, dedicated to honoring veterans from all walks of life. The event, held at Ellis Ranch, was a heartwarming gathering filled with camaraderie and gratitude. Our team, alongside esteemed veterans and their spouses, came together to celebrate this significant occasion. It was an unforgettable evening marked by fantastic food and captivating entertainment. Beyond fundraising, the event served as a poignant reminder of the sacrifices made by these brave individuals, allowing us to express our deepest appreciation and respect.
In this special presentation Josh Nelson, CFP® and Jeremy Busch, CFP® will analyze events that took place in the market during 2023 and consider what it could mean for 2024.
Last Friday Jeremy braved the early cold morning and joined up with Broadcom, HPE and HPI for the WINTER Bike to Work (Or Wherever) Day. Year after year, 100's of local businesses and organizations come together to host free breakfast stations for one of Fort Collins' favorite unofficial holidays. Thank you to everyone who bundled up and joined us for warm beverages and breakfast! In case you missed it, be on the lookout for the next Bike to Work Day happening this summer!
For 78 years, Loveland has perhaps been best known worldwide as the home of the “Valentine Re-Mailing Program”. Every year more than 100,000 Valentines greetings are packaged inside larger envelopes and sent to Loveland, where volunteers handstamp 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 with our amazing clients to stamp thousands of Valentines that were sent all over the world!
We extend our heartfelt gratitude to each and every one of you for making this year's Toys for Tots toy drive an overwhelming success! Your incredible generosity resulted in a record-breaking year with an astounding 215 toys donated, bringing so much joy and happiness into the hearts of numerous local children this holiday season. This far exceeded last year's record of 165 toys! WOW! We cannot thank you enough for embodying the spirit of giving and making a lasting impact on our community!
Caring for a loved one is a profound and often challenging journey, filled with both rewarding moments and complex obstacles. Throughout this webinar, Josh Nelson CFP® and Jeremy Busch CFP® will delve into the various facets of caregiving guiding you through the different stages of caregiving, offering valuable perspectives on topics such as: Recordkeeping, living in the moment, preparing for the future, and life after caregiving.
We want to thank everyone who came out to our Annual Thanksgiving Pie event! It is one of our favorite events and we love spending time with you and your families during this holiday season. We also want to thank you for the AMAZING kick off to our Toys for Tots toy drive!
In this recent webinar Josh Nelson CFP® and Jeremy Busch CFP® as they discuss tax insights, covering income, expenses, capital gains, retirement, charity, HSAs, business deductions, RMDs, estate planning, and stock options. This overview of strategies may help to reduce your tax burden before year-end. Click on the link below to watch the replay.
In this recent 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 extend our heartfelt gratitude for the presence at our recent client appreciation event. We had a Keystone record with 266 registrations! Your participation added immense joy to the occasion, and it was truly a pleasure to spend quality time with each of you and your families. We cherish the relationships we've built and look forward to continuing to serve you with dedication and excellence. We are so thankful to our clients for their trust and partnership - it's what drives us to continuously strive for excellence.
In this special Half-Time Report presentation Josh Nelson CFP® and Jeremy Busch CFP®, look back at the market behavior during the first half of 2023 and discuss how this behavior may affect the rest of 2023.
Every June, Colorado celebrates Bike Month and Keystone is teaming up with Broadcom, for the 35th annual Summer Bike to Work (or Wherever) Day! We will be hosting a free breakfast station and giving away some Keystone swag!
Our Keystone ladies and valued clients joined hands in a remarkable collaboration for the Habitat for Humanity Women's Build initiative. Through this empowering partnership, we collectively worked towards constructing safe and affordable homes for deserving families in need. Together, our team of passionate women harnessed their skills, compassion, and determination to make a lasting impact in our community to help create a brighter future for all.
Keystone Financial Services proudly participated in the Loveland Veterans Plaza event this last weekend. The event helped raise funds for the new construction of the Loveland Veterans Plaza that will honor all veterans and provide a place for veterans, their families and friends to find solace, reflect and heal. The evening at Ellis Ranch was filled with camaraderie and gratitude as some members of our team and some of Keystone’s esteemed veterans and their wives gathered to celebrate the occasion. It was a memorable evening for all, enjoying fantastic food and entertainment. The event provided an opportunity to not only raise money for a wonderful cause, but to acknowledge and honor the sacrifices made by these brave men and women. To learn more, go to: lovelandveteransplaza.org.
Women today are in a strong position to pursue financial security for themselves and their families. Yet seizing the opportunity for long-term financial success requires awareness of potential issues and careful planning. Join Josh Nelson CFP® and Sarah Nelson, as they help you plan and take necessary steps to move forward financially.
A college education can be one of the most important investments you ever make. But the benefits of your child's increased learning power and expanded horizons come at a price - college is expensive. Join Josh Nelson CFP® and Jeremy Busch CFP® as they help you navigate how to prepare and save for your child's college education.
Try to picture yourself on the first day of your retirement. Your last day of work is behind you; what does your future look like?Josh Nelson CFP® and Jeremy Busch CFP® are here to help you wake up on the first day of retirement with the confidence of knowing you have planned well. So, let’s not spend any more time daydreaming. Let’s get started!
For 77 years, Loveland has perhaps been best known worldwide as the home of the “Valentine Re-Mailing Program”. Every year more than 100,000 Valentines greetings are packaged inside larger envelopes and sent to Loveland, where volunteers handstamp 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 with our amazing clients to stamp thousands of Valentines that were sent all over the world!
In this special presentation Josh Nelson, CFP® and Jeremy Busch, CFP® analyzed the events that took place in the market during 2022 and consider what it could mean for 2023.
Some members of our Keystone team braved the cold and joined up with Broadcom, HPE and HPI for the WINTER 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. Thank you to everyone who bundled up and joined us for warm beverages and breakfast!
Our clients and Keystone team spent the morning together for breakfast and our Forecast 2023 event. In this special presentation Josh Nelson, CFP® and Jeremy Busch, CFP® analyzed the events that took place in the market during 2022 and discussed what it could mean for 2023.
We are excited to announce another record-breaking year for our Toys for Tots toy drive! We received 165 toys that will be given to local children to open on Christmas Day.Thank you all for your donations, your kindness and your generosity that made this possible.
We want to thank everyone who came out to our Annual Thanksgiving Pie event! It is one of our favorite events and we love spending time with you and your families during this holiday season. We also want to thank you for the AMAZING kick off to our Toys for Tots toy drive!
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!
Keystone was proud to be the presenting sponsor at the Seeds of Innovation event. More than 1,000 residents and dignitaries from all different areas of government attended the largest celebration of innovation to ever take place in Loveland. Thanks to co-founder David Packard’s love for his home state, Loveland welcomed Hewlett-Packard and its wealth of inventive technology 60 years ago. Noted speakers included Gov. Jared Polis and Gitanjali Rao, inventor and “Time Magazine” Kid of the Year. The ribbon-cutting for the grand re-opening of the campus also featured live music, awards for outstanding businesses, students and citizens, tours of the Forge Campus facility, a historical timeline of innovation in Loveland and a commemorative tree-planting ceremony.
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!
Keystone is a proud sponsor of the upcoming Philo Women's Amateur Golf Tournament! All proceeds will go to the Philo Scholarship Program that awards local graduating students and post high school residents of the Loveland and Berthoud communities a scholarship for Vocational and Technical Education careers. For 17 years, the Philo Scholarship Program has raised approximately $200,000 for local recipients!
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.
