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Events

 

Monthly Weekly Daily List
April 2025

1st Quarter 2025 Market Update with Karl Frank

Join us! Karl Frank CFP® provides the 2025 1st Quarter kick off  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. To register to attend via ZOOM, […]
17 Apr
11:30 am - 12:30 pm
A&I Wealth Management
9605 S. Kingston Ct. Suite 190 Lone Tree, CO 80112
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July 2025

2nd Quarter 2025 Market Update with Karl Frank

Join us! Karl Frank CFP® provides the 2nd 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 […]
17 Jul
11:30 am - 12:30 pm
A&I Wealth Management
9605 S. Kingston Ct. Suite 190 Lone Tree, CO 80112
View Detail
October 2025

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
View Detail
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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 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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