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Events

January 2025

4th Quarter 2024 Market Update with Karl Frank

SAVE THE DATE! Karl Frank CFP® provides the year end 2024 investment and market update. 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. Zoom link registration pending. Friends and colleagues […]

16 Jan

11:30 am - 12:30 pm

A&I Wealth Management

9605 S. Kingston Ct. Suite 190 Lone Tree, CO 80112

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February 2025

A&I Blood Drive

Join us on February 7 from 8am to Noon for our annual blood drive, supporting Colorado Children’s Hospital!

07 Feb

8:00 am - 12:00 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.

2024 Educational Programming

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

Latest News

December 10, 2024
Protecting Your Financial Future: Cybersecurity Essentials for Every Life Stage
Cynthia, a 72-year-old widow, recently found herself dealing with a troubling situation. She’d noticed a few unusual transactions on her bank...
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Karl FrankBlog, Insurance and Risk Management, Investment Advice
December 9, 2024
How DEI Initiatives Can Strengthen Your Business as a Growth Asset
For business owners, fostering a positive and inclusive workplace isn’t just about doing what’s right—it can also be a strategic investment...
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Karl FrankBlog, Business Owners and Executives, Investment Advice
December 3, 2024
Cyber Liabilities for Business
Welcome to the ENT! Cyber security expert, Matt Quammen, joins Jeff, Karl and Nate to discuss the best ways small business...
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Podcast
November 20, 2024
2024-11-20-Internal Use Only
Managed IT Survey This field is hidden when viewing the formNext Steps: Install the Survey Add-OnThis form requires the Gravity Forms...
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Karl FrankUncategorized
November 19, 2024
Cyber Liabilities for Individuals
In this episode, The Expert Network Team delves into the crucial topic of cyber liability and personal cyber exposure, guided by...
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aiadminPodcast

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