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November 7, 2018 | 2–6pm MST

University of Colorado | Folsom Field

2250 Stadium Drive | Boulder, CO 80302


Trailhead CAMP is our Client Appreciation and Mission Program.

Our vision is to provide a place for you to further your knowledge of timely and interesting topics that are relevant to your life.

This year, we are excited to bring you speakers on topics such as:

What's Up on Capitol Hill ~ Thomas Rowley - Director of Retirement Business Strategy (Invesco)

Women & Wealth: A Practical Approach to Financial Security ~ Lara Reinhard - Senior Internal Sales Consultant (Janus Henderson) 

How to Plan & Pay for College ~ Vinny Laverty - Vice President (Legg Mason) & Ceal Barry - Athletic Director (University of CO Boulder)

Field Guide to Social Security ~ Pui Kalyanmitra - Regional VP (Transamerica)

Power Against Fraud ~ Cary Johnson - Director of Crime Prevention (1st Judicial District Attorney's Office) & Jeremy Kaufmann - Regional Manager (Lord Abbett)

“The Memory Switch” Memory Development ~ Matt Goerke – Speaker/Author (Great Memories) & Andy Nash – Regional VP (Nationwide)

Economic Outlook ~ Julien Albertini - Portfolio Manager & Adrienne Aboyoun - Central Sales Director (First Eagle Investment Management, LLC)

Impact Investing ~ Jane Lewenthal - Senior Vice President - Investments (Wells Fargo Advisors)

 *Topics and speakers provided at CAMP are subject to change based on availability

Featuring Keynote Speaker: Charles "CJ" Johnson

former CU Quarterback and Director of Diversity and Inclusion at Ball Corporation


Fun from Last Year – CAMP 2017

When: Wednesday, November 7, 2018 - 2pm–6pm, MST

Where:
University of Colorado - Folsom Field

2250 Stadium Drive
Boulder, CO 80302

Host: Trailhead Wealth Management, LLC

Phone: (720) 625-3315

Directions: Parking for the event is available in the Folsom Garage located directly off Stadium Drive.

From Folsom Street, turn onto Stadium Drive and make your first left into the parking garage. There will be signage and a parking attendant at the entrance.