Lion’s Eye Wealth enjoys hosting events and speaking engagements in Colorado and throughout the US. We enjoy connecting in person, and if need be, over video. Please join us at our events, and if you miss one, find past presentations here and email us to request materials and recordings.
Giving Tuesday Event with the Telluride Foundation
Presentation for nonprofits and donors for Giving Tuesday 2023 focused on how nonprofits can gain participation and donors, and tax smart ways of giving.
F3: Finance, Fashion & Fun with Vail Valley Business Women
F3: Finance, Fashion & Fun is a fun and approachable way for women to learn about finance. How is financial planning like a wardrobe assessment? The financial event explains how wardrobe staples are compared to core asset investments and flourishes are compared to alternative investments or perhaps holding bitcoin directly. Who said finance couldn’t be fun?
What’s to Know about Money for High School Students
What’s to know about finance for high school students is a passion project borne out of an interest to teach students lessons that many of us wish we would have had earlier in life. In cooperation with the Telluride Foundation, True North Youth Program, and high schools throughout San Miguel County, Lisa Durant shared valuable information about saving, investing, and a money plan tracked to student’s goals. The youth finance events are ongoing. Please contact us if you are interested in a youth finance event for your school or organization.
Giving Tuesday: dZi Foundation, Lisa Durant, Ways to Give & Wealth Management
dZi Foundation and Lisa Durant, Lion’s Eye Wealth, ways to give in 2022, wealth management, strategic philanthropic giving, tax changes.
Finance for Small Business with SBDC Western Slope, CO
Investing for small businesses, Lisa Durant, Lion’s Eye Wealth, in partnership with SBDC Western Slope of Colorado.