Virtual Coffee Talk
Let’s Connect Over Coffee!
In a matter of weeks, the world has become a very different place. Our team wants to help create some normalcy by hosting a Virtual Coffee Talk on Wednesday, July 14th at 9:00 am MDT!
Many of us are unable to physically meet up in our favorite coffee shops with our favorite people. Thank goodness for technology, which allows us to sit together and have a face-to-face conversation virtually!
During this event, we’ll be using a conferencing platform to relax, reconnect, and get to know each other a little better.
This is the perfect opportunity to set aside concerns about the state of our world for a little bit and share what’s going on in our lives with one another. If you’re looking for a happy distraction, our Virtual Coffee Talk is the perfect thing for you.
Meet Level 5 Financial, LLC, the Host of This Virtual Coffee Talk
Todd began his career in the late 1990's working for Prudential Securities in NY soon after graduating from Hamilton College. Since then, he has developed a diverse and valuable financial background as an investor and advisor, working for both small boutique investment firms, as well as larger financial corporations. Since 2010 he has focused on working with CPAs, helping them offer more proactive and holistic planning to their clients. Todd enjoys empowering small business owners and families to design creative wealth creation and preservation strategies in concert with strong CPA partnerships. He currently resides in Colorado Springs with his wife and son. Outside of work, he is an hiker, runner, and occasional hockey player.
Hosted by:
Level 5 Financial, LLC
A Pick-Me-Up We Can All Benefit From
Humans are social creatures. Even the most introverted among us crave a bit of interaction! Instead of brewing up a cup of coffee and firing up your television set for company, our Virtual Coffee Talk will give you a much-needed outlet to socialize.
Even if you only want to stop in for a few minutes, we know that having a reason to get out of your pajamas and run a comb through your hair can do a world of good for your mental health.
Our goal for this Virtual Coffee Talk is to inject a dose of energy and good-intention. Our time together will be dedicated to upbeat conversation, respectful listening, and open participation. Instead of spending time lingering on the hardships that we’re facing as a society, this get-together will be focused on what we’re learning from this unprecedented chain of events as well as what we’re grateful for.
We Can’t Wait to Share With You on Wednesday, July 14th at 9:00 am MDT!