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

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. 
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.
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.