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Monthly Weekly Daily List
August 2025

Lunch and Learn – CollegeInvest

Parenting is a rewarding journey filled with countless challenges, from managing daily routines to nurturing emotional growth, but planning for your child’s higher education shouldn’t be one of them. Preparing financially for college can often feel overwhelming with rising tuition costs and confusing options, but organizations like CollegeInvest are designed to simplify this critical step. […]
26 Aug
11:30 am - 12:30 pm
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October 2025
Karl Frank, CFP, hosting investment and market update session in Denver.

3rd Quarter 2025 Market Update with Karl Frank

Join us! Karl Frank CFP® provides the 3rd Quarter  investment and market update for 2025. Karl will provide investment insights and an economic forecast from our investment team at iM Global Partners and AthenaInvest. Seating in our office will be limited. RSVP to clientcare@assetsandincome.com to attend in person. To register to attend via ZOOM, click […]
16 Oct
11:30 am - 12:30 pm
A&I Wealth Management
9605 S. Kingston Ct. Suite 190 Lone Tree, CO 80112
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Lunch and Learn Session Archive

Enjoy these past Lunch and Learn events hosted by A&I Wealth Management.

2025 Educational Programming

2025 Q2 Investment Market Commentary – 07.16.2025

Subscribe to also download the commentary brief.

Celebrating 100 Years of Giving | Inside  @TheDenverFoundation ‘s Legacy Planning – 05.20.25

2025 Q1 Investment Market Commentary – 04.16.2025

Subscribe to also download the commentary brief.

2024 Educational Programming

2024 Q4 Investment Market Commentary – 01.16.2025

2024 Q3 Investment Market Commentary – 11.06.2024

Cybersecurity Tips and Tricks – 09.17.2024

Download the senior guide for cyber security: One Step Ahead – Client Brochure

Wealth and Wellbeing Album- 08.22.2024

2024 Q2 Investment Market Commentary – 08.08.2024

2024 Q1 Investment Market Commentary – 05.15.2024

My End of Life with Kim Callinan – 04.24.2024

Artificial Intelligence and What it Means for Your Investments and Your Future – 03.28.2024

Artificial Intelligence and What it Means for Your Investments and Your Future – 03.28.2024

Aging Plans with Annalee Kruger – 03.06.2024

4th Quarter Market Update with Karl Frank – 02.07.2024

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