HARBOR WEALTH MANAGEMENT EVENTS
At Harbor Wealth Management, we enjoy gathering our clients and friends of the firm for educational, community and social events both at the office and around Boulder and Denver. Small groups are especially conducive for the exchange of information and ideas.
Recent events have included presentations from local experts on:
What are the supplemental plans all about? What’s the best plan?
Where can I go for the best advice at this time?
How do I select a reputable charity? How do I donate effectively?
What should I be aware of in the stock market short term and long term?
Socially responsible impact investing
What’s the best plan for my intentions?
Tax advantaged investments
How can I become a tax-conscious investor?
Current estate planning ideas
What are the best ways to get my affairs in order?
Women’s Investment seminar
What’s the secret to a better investment strategy?
The Harbor Wealth Management team has also hosted brewery tours, wine and cheese tastings, book reviews, and our most recent staff volunteer day that included a bit of puppy playtime.