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

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.