Denver: the home of Westcore Funds and our recent visit

Denver: the home of Westcore Funds and our recent visit

We just sent out our consecutive 124 enewsletter. It’s always full of fun financial facts & finds. The type of stuff that you need to know about every day, like “What NOT to buy at the dollar stores” or “How to save $1000 by Black Friday” (one reader suggested you just stay home and you’ll save even more!). We get terrific feedback on these communications. We’d love to hear from you too.

This month we shared about our recent trip to the Denver/Boulder area. We stopped by to visit with some of our favorite mutual fund wholesalers from Westcore Funds in Denver–Steve Wine and Paul Laffrenzen. They gave us the grand tour of their offices and then swept us off for some great BBQ at Russell’s Smokehouse on Larimer.

Next we took in the MillerCoors Brewery Tour in Golden before we checked in at the hotel in Broomfield. We dropped the bags and headed for Boulder for dinner. We were told to head to the Pearl St. Mall. We walked and walked until we found a fellow “foodie” on the street who suggested we dine at Salt Bistro. Unfortunately, it was closed for a private party. However, their sister restaurant, The Kitchen, was open and we had a fabulous meal. We even met some young girls from Hingham at the next table and we found mutual friends from Providence College–small world! We did eat at Salt the next night and it was terrific. Our final night we dined at another farm-to-table restaurant Chautauqua Dining Hall. Another fabulous find!

2013-11-17 10.05.59

The main purpose of our trip was for Bill to attend the national Financial Planning Association’s Chapter Leader conference. It’s an annual event for local board members to get together to talk about the profession. The MA chapter was awarded special recognition for it’s Pro Bono work for military families and Dana Farber patients. It was very energizing to be apart of the weekend.

We squeezed in a tour of the Celestial Seasoning’s factory filled with tea. The famous mint room is amazing. I never knew that mint could make one’s eyes water! We also went to the Butterfly Pavilion and took in the beauty of a 1000 butterflies flying around you.

On my own, I drove up to Estes Park–the gateway to the Rocky Mountain National Forest. I was fortunate to spot a herd of mule deer at the side of the road, as well as, 50+ elk! Oh, the magnificence of nature.

2013-11-16 11.40.53 2013-11-16 12.19.49 2013-11-16 13.19.21

This is the season of giving reflecting on all the good things in our lives. We are most grateful to have experienced this part of our country!

Helping widows rebuild their lives after the loss of a spouse. Love practicing yoga & golf. A connector. Strive to live by the Girl Scout Promise & Law.