Events

We’re currently in the middle of the largest wealth transfer in our world’s history with Baby Boomers passing along their wealth and legacy down to our generation. But what do we do when we possibly receive these assets? Are you financially literate enough to decide how that money should be spent, invested, or saved? Unfortunately, research has shown that financial illiteracy is very common, with the Financial Industry Regulatory Authority (FINRA) attributing it to 66% of Americans. Join us in learning more about this exciting opportunity to make sure you’re ready to start making the right financial decisions for yourself, your business, and most importantly, your family. Ben will also share simple ways to start sharing financial concepts to your children to make sure they understand money, but also the values and legacy you want to carry on within your family.

Ben Rowse CFP®, CAIA® is a CERTIFIED FINANCIAL PLANNER™ Practitioner with Alera Group Wealth Services here in Denver, CO. Ben focuses on serving driven young professionals throughout the country to protect and grow the assets they’ve worked so hard for over their successful careers. Ben believes that in order for people to get on the right track with their finances, they first need to feel empowered to do so. When Ben isn’t assisting his clients with their finances, you can usually find him on the golf course, the slopes, or at a local dog park with his wife Cecilia and their fur baby Rory. Ben is passionate about helping future generations start on the right track in life and puts that passion to work by volunteering at The First Tee of Denver, as well as serving as a mentor for young men at the Colorado School of Mines.