Events

Upcoming Events

April 24, 2024

6:30p - 8:00p

The Local Co-Op

Spring 2024 Breathe & Reset

This private class is for you and your guest. A great way to re-center, laugh, and greet Spring. No experience is needed, just come and enjoy.

Past Events

December 6, 2023

6:00p - 9:00p

Dreams and Dragonflies

Colorado Client Appreciation Event

Please join us for a casual evening of music, dancing, food, and drinks as we thank you for being a loyal client.

November 30, 2023

6:00p - 9:00p

T.F. Brewing

RTI Annual Evening of Appreciation - SLC

We would be honored by your presence at the annual RTI Annual Evening of Appreciation held at T.F. Brewing for our valued clients & guests.

November 14, 2023

6:00p - 8:00p

Millcreek Community Library

Women & Wealth

Learn how to build lasting wealth with the fundamentals of investing, and how to use your financial voice to achieve empowered outcomes.

July 6, 2023

12:00p - 12:30p

WebEx

Mid-Year Outlook with RTI Wealth Management

Join RTI Wealth Management & First Trust Portfolios for a live interactive WebEx.

June 14, 2023

6:00p - 8:00p

8645 South Highland Drive

Pickleball Class & Social

Come learn how to play! Space is limited.

June 13, 2023 - December 12, 2023

12:00p - 12:30p

WebEx

Taco Tuesday - Lunch & Learns w/ RTI Wealth Management

Grab your tacos from your favorite taco shop. Listen, Learn, Ask. We want to make sure you are getting the information that will add value to your daily life.

June 6, 2023

5:00p - 6:30p

Millcreek Community Library

Women & Wealth

Learn how to build lasting wealth, the fundamentals of investing, and how to use your financial voice to achieve empowered outcomes. 

May 12, 2023

12:00p - 1:30p

Black Sheep Coffee & Crapes

Money & Mimosas

RTI Wealth Management & MFS Presents: Money & Mimosas. Savvy Women, Smart Investors. How to be financially aware and confident.

May 1 - May 31, 2023

9:00a - 4:00p

At both Colorado and Utah locations

Shred It!

Post-Tax - Spring Cleaning Event. Drop Off DAILY M-F 9 - 1 pm. ALL of MAY - Come say "Hi"

April 29, 2023

12:00p - 1:30p

The Local Co-Op

Spring Into Wellness

Reset your day with friends & yoga.  Join the very talented Katie Schiffgen - 1,000 hr Certified Yoga Instructor, Somatic BreathworkTM Facilitator, International Retreat Guide for a very special restore and breath work class. This private class is for you and your guest. A great way to recenter, laugh and greet Spring! "My offerings are all intended to bring you deeper into your body and help you develop a more authentic connection to your Self!" Katie

April 4, 2023

12:00p - 12:30p

Virtual - LIVE ZOOM

Emotional Investing - Learn How to both Keep Emotions & Investing on Track

Join us for our new monthly LIVE-Virtual Lunch & Learn Series. Each month we will host a live interactive discussion with industry experts, analysist, and lifestyle leaders to dive into investing, health, and lifestyle topics to give you access to the most current and timely information that supports your journey.

April 1 - April 30, 2023

9:00a - 1:00p

At both Colorado and Utah locations

Shred It!

Post-Tax - Spring Cleaning Event. Drop Off DAILY M-F 9 - 1 pm. ALL of APRIL - Come say "Hi"

November 10, 2022

6:30p - 7:30p

Virtual

Where do we go from here?

Where do we go from here? How could the mid-term election impact the markets and economy? Join this LIVE webinar with RTI Wealth Management and Bob Stein, Chief Deputy Economist for First Trust Portfolios for an in-depth interactive discussion post-mid-term elections.

October 20, 2022

6:00p - 9:00p

Salt Fire Brewery

October 13, 2022

6:00p - 8:00p

Comfort Suites Loveland

August 6, 2022

9:00a - 4:00p

Email info@rtiwm.com for location information

Gun Safety & Basics Course

The course covers fundamentals for handling a handgun with lots of hands-on training. The class concentrates on safety, proficiency, malfunctions, disassembly/assembly, and cleaning the handgun. Also, the course includes scenario-based training such as the basics of home cleaning, evasion, and the use of cover and concealment.

June 11, 2022

9:00a - 4:00p

Email info@rtiwm.com for location information

Gun Safety & Basics Course

The course covers fundamentals for handling a handgun with lots of hands-on training. The class concentrates on safety, proficiency, malfunctions, disassembly/assembly, and cleaning the handgun. Also, the course includes scenario-based training such as the basics of home cleaning, evasion, and the use of cover and concealment.

May 25, 2022

6:30p - 8:30p

Biaggi's Ristorante Italiano

Social Security Dinner

Social Security Options to help you maximize your benefits. Topics on the agenda include Social Security Essentials, Benefits and Options, Strategies to Consider, eligibility, sustainability and more.

February 16, 2022

4:00p - 5:00p

Virtual - WebEx

Estate Planning - Building a Legacy That Withstands Legislation Changes

Join RTI Wealth Management and Andrew L. Howell for a frank conversation on Estate & Tax Planning for an enduring legacy, given current and proposed legislation.

January 20, 2022

4:00p - 5:00p

Zoom

Markets in 2022, Now What? RTI Active Investment LIVE Discussion

We have been listening to earning calls, meeting with fund managers, joining 2022 outlook panels, working with CPA and attorneys to understand possible regulation changes. We have a few thoughts and opinions... and questions we know you will find valuable.

October 5, 2021

2:00p - 3:00p

Wherever you are!

You are Invited to a Zoom Workshop!

Join us on Tuesday, October 5th at 2 pm MDT for our webinar: How to Tame Healthcare Costs When You Retire Most of us look forward to retirement as a time to shift gears, worry less, and enjoy a slower pace of life. But that rosy picture can quickly change and include some sticker shock as retirement nears, especially when it comes to paying for health care. Let us help you! We look forward to you joining us for the Healthcare in Retirement Medicare Workshop on October 5th!

Event Registration