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Name: CyberSecurity Lunch and Learn
Start: 2026-10-01T05:30:00-06:00
End: 2026-10-01T06:30:00-06:00
Location: A&I Wealth Management

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Upcoming Events

Oct 01, 2026

CyberSecurity Lunch and Learn

A&I Wealth Management
9605 S. Kingston Ct. Suite 190 Lone Tree, CO 80112

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Karl Frank, CFP, hosting investment and market update session in Denver.

Oct 22, 2026

3rd Quarter 2026 Market Update with Karl Frank

A&I Wealth Management
9605 S. Kingston Ct. Suite 190 Lone Tree, CO 80112

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Nov 18, 2026

Think Tank – A&I Reading Recommendations – The Year of Magical Thinking

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More Events

Video and Podcasts Library

A selection of some of our most recent videos and podcasts. For more, visit the Investment Advice Videos page, Podcasts page or our YouTube channel.

Are You Running Your Business… or Planning Its Future? #shorts

Keeping the books balanced is essential but is someone helping you look ahead?

In this Fully In-Vested Short, Karl Frank explains the “CFO Effect”: the difference between simply tracking your numbers ...and using them to make smarter decisions for the future.

Whether you’re a business owner or an executive, strategic financial planning can help you move from surviving to thriving.

Learn more about how A&I Wealth Management serves business owners and executives:
https://assetsandincome.com/

#BusinessOwners #FinancialPlanning #BusinessGrowth #WealthManagement #AIWealthManagement

Investment advisory services offered through A & I Financial Services LLC, registered investment advisor. Securities provided through Geneos Wealth Management Inc., member FINRA, SIPC.[+] Show More

Are You Running Your Business… or Planning Its Future? #shorts

Keeping the books balanced is essential but is someone helping you ...

2026 Tax Talk: Smart Strategies for Retirement & Year-End Planning with Matthew Schlanger, CPA

In this 2026 tax update, CPA Matthew Schlanger shares important tax ...

5 Questions to Ask Before Hiring a Financial Advisor #shorts

Not all financial advisor interviews should focus on fees. In this ...

Thinking About Selling Your Business? Start Here. #shorts

Selling a business isn’t just about finding a buyer. It’s about ...

Should AI Change Your Investment Strategy? #shorts

Artificial Intelligence is dominating the headlines but does it change ...

2026 Q2 Market and Investment Update with Karl Frank of A&I Wealth Management

What happened in the investment markets during the second quarter of ...

5 Retirement Investing Myths That Could Cost You #shorts

What if some of the most common retirement investing advice is ...

A Different Kind of Father’s Day Gift #shorts

For many fathers, the most meaningful part of Father’s Day isn’t ...

Inflation Is Quietly Changing Retirement Planning #shorts

Inflation is affecting more than just groceries and gas. According to ...

Episode #139: Elder Planning

Karl Frank, CFP, explains what happens and how to make it easier for ...

Episode 138: A Virtual Fractional CFO brings big-company expertise to smaller organizations

Wyatt’s team builds the infrastructure and the technology stack so ...

Wyatt’s team builds the infrastructure and the technology stack so that small companies can leverage the expert team and software employed by larger companies, at much lower costs. With a ...clear process, Till CFO makes it easy for company leadership to make strategic decisions and have confidence in the details. Improved automation and reporting are among the benefits, and their technology is AI native.

AI Native means that that AI agents can actually become co-workers; agentic workers do the analysis, data mining, and more to help a company leadership make good financial decisions. Till has a unique team with a CFO, controllers, analysts and data engineering as well. And perhaps even more unique, AI agents make hiring expensive, human, on-site experts no longer needed.

Till CFO also works with family offices. Each family office has unique needs, including many goals other than what is taught in business school. Making an impact in the work they do, helping family members be joyful, navigating difficult decisions, these are some of the goals of family offices. These metrics are outside traditional financial statements. Every family office is unique.

As a quick reminder, the Expert Network Team provides free consultations. We would love the opportunity to be of service to you or someone you care about. Just scroll the liner notes to contact one of our experts or today’s guest. And please share this podcast with anyone who you think might find it interesting.

As always, it is good to have an expert on your side.
The Expert Network Team provides a free consultation.

Guest: Wyatt Stovall, Till CFO https://www.tillcfo.com/team-member/wyatt-stovall

Investment advisory services offered through A & I Financial Services LLC, registered investment advisor. Securities provided through Geneos Wealth Management Inc., member FINRA, SIPC.

#FractionalCFO #VirtualCFO #SmallBusinessFinance #FinancialStrategy #AIinBusiness #FamilyOffice #BusinessGrowth #Entrepreneurship #FinanceLeadership[+] Show More

2026 Q1 Market and Investment Update with Karl Frank of A&I Wealth Management

In this Q1 Market Commentary, Karl Frank shares a timely update on the ...

Episode #137: Solar Energy That Works 24 Hours a Day

Welcome to the ENT! A new energy technology combines solar energy with ...

Episode #136: The Tax Strategy Behind Solar Investments

Welcome to the ENT! What are some of the tax benefits of renewable ...

Episode #135: Lights, Camera, Tax Strategy

Welcome to the ENT! What are some of the tax benefits of motion ...

Episode 134: Family Offices Explained: Simplifying Wealth, Protection & Legacy - Part 2

What are some of the keys to the most successful family office? Family ...

Episode 133: Family Offices Explained: Simplifying Wealth, Protection & Legacy - Part 1

Do I want a family office? Learn what successful families do to ...

2025 Q4 Market Update and 2026 Investment Update with Karl Frank

2025 felt like nonstop headlines—tariffs, geopolitics, and ...

Episode #132: Building A Life That Works And Lasts - Part 2

Welcome to the ENT! Are you thriving? Join Nathan Merrill and Karl ...

Join Us for Our Market & Investment Commentary | #shorts

Markets are changing fast and understanding what’s driving them ...

Episode #131: Building A Life That Works And Lasts - Part 1

Welcome to the ENT! Are you thriving? Join Nathan Merrill and Karl ...

Episode #130: Preserving Your Legacy - The Power of Family Storytelling - Part 2

Welcome to the ENT! How can you make sure that your children, and ...

Welcome to the ENT!

How can you make sure that your children, and grandchildren, know the stories that lead to your family’s success?

Family history, recorded in video, audio or written formats, ...can make an immeasurable impact in the lives of our loved ones. Taylor Smith and Jeff Krommendyk interview Jamie Younger, founder and CEO of Storykeep, to discuss her company's work in creating bespoke films and audio-based media to capture family history and values for high net worth families. Jamie shares practical advice all of us can benefit from.

Jamie continues her conversation with Taylor Smith, Goodspeed Merrill, and Jeff Krommendyk. This episode talks about the gifts a recorded story gives the next generation. First, the stories themselves are powerful. Second, the younger generations can be recorded as well; and later on, be able to tell their succeeding generations about their experiences. Everyone, young and old, has the ability to tell a story. And sometimes, just one thing inside the story, is the turning point for someone else–unintentionally improving their lives for good!

As a quick reminder, the Expert Network Team provides free consultations. We would love the opportunity to be of service to you or someone you care about. Just scroll the liner notes to contact one of our experts or today’s guest. And please share this podcast with anyone who you think might find it interesting.

As always, it is good to have an expert on your side.

Contact our Guest:

Jamie Yuenger
StoryKeep
http://www.StoryKeep.com
jamie@storykeep.com

Listen to the Storykeep Podcast: "Who We Remember"

For a free gift from Story Keep, a deck of cards that will help start great family conversations, reach out to any one of us!

—
The Expert Network Team provides a free consultation.

Nathan Merrill
Legal Expert
Goodspeed, Merrill
(720) 473-7644
nmerrill@goodspeedmerrill.com
http://www.goodspeedmerrill.com

Jeff Krommendyk
Insurance Expert
One Digital Insurance Agency
(303) 730-2327
jeff.krommendyk@onedigital.com

Karl Frank
CERTIFIED FINANCIAL PLANNER™
A&I Wealth Management
(303) 690.5070
karl@assetsandincome.com

#FamilyLegacy #LegacyPlanning #Storykeep #EstatePlanning #WealthManagement #FamilyHistory #ExpertNetworkTeam #GenerationalWealth[+] Show More

3 Money Rules for Big Life Transitions #shorts

Life transitions—whether joyful or difficult—can make financial ...

4 Reasons to Stop Delaying Your Estate Plan #shorts

Many of us reach the end of the year realizing we still haven’t done ...

Episode #129: Preserving Your Legacy - The Power of Family Storytelling Part 1

Welcome to the ENT! Family history, recorded in video, audio or ...

Welcome to the ENT!

Family history, recorded in video, audio or written formats, can make an immeasurable impact in the lives of our loved ones. Taylor Smith interviews Jamie Younger, founder ...and CEO of Storykeep, to discuss her company's work in creating bespoke films and audio-based media to capture family history and values for high net worth families. Jamie shares her journey from studying folklore to founding Storykeep, and her structured discovery and co-creation process.

Jamie says, “a family’s story, is part of their estate.” Explore the power of storytelling in estate planning, family transitions, and making compelling legal documents. One of Jamie’s keys to success is to emphasize the importance of human connection and inclusivity in capturing family stories across generations.

Jamie gives an example of a Japanese American family who never spoke about the elder generation’s WWII internment camp experience–and it opened up the family conversations, providing value in countless ways.
As a quick reminder, the Expert Network Team provides free consultations. We would love the opportunity to be of service to you or someone you care about. Just scroll the liner notes to contact one of our experts or today’s guest. And please share this podcast with anyone who you think might find it interesting.

As always, it is good to have an expert on your side.

Contact our Guest:

Jamie Yuenger
StoryKeep
http://www.StoryKeep.com
jamie@storykeep.com

Listen to the Storykeep Podcast: "Who We Remember"

—
The Expert Network Team provides a free consultation.
Nathan Merrill
Legal Expert
Goodspeed, Merrill
(720) 473-7644
nmerrill@goodspeedmerrill.com
http://www.goodspeedmerrill.com

Jeff Krommendyk
Insurance Expert
One Digital Insurance Agency
(303) 730-2327
jeff.krommendyk@onedigital.com

Karl Frank
CERTIFIED FINANCIAL PLANNER™
A&I Wealth Management
(303) 690.5070
karl@assetsandincome.com

#FamilyLegacy #EstatePlanning #Storykeep #WealthManagement #ExpertNetworkTeam #LegacyPlanning #FamilyHistory #HeirloomStories[+] Show More

Second Opinion Service

We offer a free second opinion service for your friends, family and colleagues. When someone you ask about asks you for help, consider sending them a few links in an email. These are popular:

What makes A&I unique

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For more information on how to select a financial planner that best meets your unique needs, call us at 303-690-5070, or chat now!

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