We were excited to host Karmen Berentsen, owner and CEO of A-Line Boutique, for our August 2022 virtual event. Berentsen, a self-described “serial entrepreneur,” is the owner and CEO of A Line Boutique, which under her leadership has grown into four locations in the Denver metropolitan area, as well as a robust online presence. For the event, she led a workshop on “Entrepreneurship, Authorship, and Decoding the Mysteries to Living Fully Alive.” Please watch the video below to see a full recording of the event.

We recently hosted an “Investing in Your Travel” event with Leah Smith, co-founder and president of Denver-based Tafari Travel. Leah and her team have their fingers on the pulse of the evolving travel industry, which is emerging from a period of disruption and change. Her presentation focused on various topics, including budgeting for travel investment, top destinations, seasonal and timing considerations, planning for trip details and requirements, and sustainable travel trips. Please watch the video below to see a full recording of her presentation.

For our May 2022 Obermeyer Wood Virtual Event, we were honored to host our clients and friends for an “Investing Lessons from Omaha” conversation with members of our executive committee. After wrapping up our team’s annual trip to the Berkshire Hathaway shareholder meeting in late April, we were eager to share our thoughts on the conference and how the lessons from Warren Buffett and Charlie Munger help to guide our firm’s investment philosophy. We also covered topics related to the current challenging market environment and provided an update on how we are working to position client portfolios for the months and years ahead. Click the video below to watch the full recording of the event.

In this episode, we talk about the different options we have when it comes to financing a college degree and take note of the ways our lifestyle in college might affect our future.

For our March 2022 Obermeyer Wood Virtual Event, we were grateful to host a cybersecurity workshop and panel discussion led by Charlton Rugg, Chief Compliance, Legal, and Technology Officer at Obermeyer Wood. The panel featured senior technology consultants Erin Donhom from Charles Schwab & Co. and Jared De Soto of TD Ameritrade Institutional. The event focused on cybersecurity best practices designed to keep users safe in an increasingly complicated digital world, and you can view a recording of the full event by clicking the play button below. Additionally, if you would like to continue your education on personal cybersecurity, check out the resources available at SchwabSafe.

With 2022 tax planning underway, we have put together a one-sheet guide to help you plan income, gifting, and capital gains strategies throughout the year. The information on the helpful document is a summary of publicly available data from the IRS. As always, we encourage you to consult with your tax professional for tax advice and filing assistance.