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

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.