Clients of A&I Financial Services LLC enjoy more than just excellent investment selection and management. Here, we offer a broad array of events that broaden our knowledge and experiences. Let’s expand our horizons!

Investment & Economic Outlook Lunch & Learn

Join us on Thursday,September 19th for our current investment outlook on U.S. stocks and bonds and international equity markets.

We'll have a popular representative from one of our two key research firms here to talk about today's economic and investment landscape. Karl Frank, CFP® and Mike Pacitto from Litman Gregory will discuss investment insights to carry us into the end of 2019.

Thursday, September 19, 2019

11:30am - 12:30pm MDT

A&I Financial Services 

9800 Mt. Pyramid Ct., Suite 450

Englewood, CO 80112

Friends and Colleagues are encouraged to attend!  

Lunch will be provided.

RSVP by e-mail to 

or call 303-690-5070.


Staying Secure Series

Attend 1 or all 3 Lunch & Learn events to gainAttend 1 or all 3 Lunch & Learn events to gainpractical tips to protect you and your loved ones in a dynamic and sometimes dangerous world.
SESSION 1 - Investing in Case of a Recession
 Date: Tuesday, September 10, 2019
Time: 11:30 AM Lunch
SESSION 2 - Cyber Security
Date: Tuesday, October 8, 2019
Time: 11:30 AM Lunch
SESSION 3 - Personal Security
Date: Tuesday, November 12, 2019
Time: 11:30 AM Lunch
7800 E. Union Ave.
Denver, CO 80237
Lunch is provided.
Attendance islimited to 30 people.
The Expert Network Team deliversThe Expert Network Team deliversan unparalleled wealth managementexperience:
Karl Frank, Certified Financial Planner™, AIF®,MSF, MBA
Nathan Merrill, JD
Mike Miller, CPA
Jeff Krommendyk


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