The Well-Advised Lunch Series: Successful Long-Term Investing – Denver – Sept 20, 2016 Recap

Cascade Financial Management Presents

The Well-Advised Lunch – A 90-min midday break to learn and connect

This is part of a series of talks on important topics related to getting your financial house in order and enjoying life. Each event will include a complementary lunch, a chance to connect with other attendees, and a talk led by a subject matter expert.


Fundamentals of Successful Long-Term Investing:

What You Need to Know to Preserve Your Wealth

Held on Tuesday, September 20, 11:30am – 1pm

Dave Turner, CEO of Cascade Financial Management, and Zachary Millstein, with J.P. Morgan, led a conversation on time-tested strategies for navigating today’s challenging markets and moving toward tomorrow’s goals.

Thank you to those who came and helped make this a successful event!
For those who were unable to make it, you can access the presentation HERE and view the recording below.

We welcome your questions and feedback!
Send us an email at, call (303) 292-1121,
or take a moment to answer a few quick questions on our survey.