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The Made Simple Lunch Series

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About us

The Made Simple Lunch Series is a free monthly lunch for working professionals, hosted by Crestmark Wealth Group. Each month we take one financial decision you face during your career and explain it in plain English. Think company benefits, your 401(k), stock from your employer, or how to keep more of what you earn. You get lunch, a 30-minute talk, and time to ask your own questions. Nobody will sell you anything. Come to one or come every month.

Upcoming events

1

Year-End Made Simple: Money Moves to Make Before December 31
Thu, Nov 12 · 11:45 AM MST
More Coffee House, 6160 S Syracuse Way,, Greenwood Village, CO, US
Some of the smartest money decisions of the year come with a deadline: December 31. In one hour, we'll walk through what to check before the year ends. That includes your benefits, your 401(k), your taxes, your investments, and your family's protection. We'll cover it all in plain English. You'll leave with a one-page checklist you can act on right away. Nobody will sell you anything. We start at noon and end at 1:00 sharp.

Agenda

• 11:45 Doors open. Grab lunch and a seat.
• 12:00 Welcome
• 12:05 Year-end money moves, in four parts:
• Your benefits and 401(k)
• Your taxes
• Your investments
• Your family
• 12:35 Your questions
• 1:00 We end on time
1 attendee

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