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:

Medicare planning

What are the supplemental plans all about? What’s the best plan?

Divorce resources

Where can I go for the best advice at this time?

Charitable giving

How do I select a reputable charity? How do I donate effectively?

Market updates

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.