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

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.