Financial Planning Resources

Name: Tax Talk- Lunch and Learn
Start: 2026-08-13T05:30:00-06:00
End: 2026-08-13T06:30:00-06:00
Location: A&I Wealth Management

Financial planning blog, events, videos, podcasts, and white papers

Periscope blog

Professional financial planning tips

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Live events

Client education including lunch and learn

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Upcoming Events

Aug 13, 2026

Tax Talk- 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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Videos

Recordings of events and short videos too

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Should AI Change Your Investment Strategy? #shorts

Artificial Intelligence is dominating the headlines but does it change the fundamentals of investing?

In this episode of Fully Invested, Karl Frank shares why successful investing still comes down to timeless ...principles: diversification, discipline, and focusing on strong businesses rather than chasing the latest trend.

If you’d like guidance tailored to your financial goals, we’re here to help.

Learn more: https://www.assetsandincome.com/

#Investing #ArtificialIntelligence #FinancialPlanning #WealthManagement #LongTermInvesting

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

Podcasts

Karl Frank, Nathan Merrill, Jeff Krommendyk and guests

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20
May
Elder Planning
May 20, 2026
Karl Frank, CFP, explains what happens and how to make it easier for the family. Includes a mind map with the seven decisions all of...
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05
May
A Virtual Fractional CFO brings big-company expertise to smaller organizations
May 5, 2026
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...
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21
Apr
Solar Energy That Works 24 Hours a Day
April 21, 2026
Welcome to the ENT! A new energy technology combines solar energy with energy storage, providing reliable energy and overcoming a major hurdle to renewable energy....
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