Financial education event, but first chocolate

Peak Cowork

1202 Bergen Parkway, 80439, Evergreen, CO, United States

Amelia Kauffman

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I am the founder & owner of Basil Co., a division Five Rings Financial. I co-host Wine, Women, and Wealth (WWW) and Financial Education, But 1st Chocolate events in Evergreen and the City of Golden.As a Financial Consultant, I help clients build stability through financial education events that pay it forward, prosperity mindset work, Tax Free Income, 401(k) Rollovers, Living Benefits, Private Pensions, and 1:1 consultations so that you can learn and integrate best practices for saving and protecting money, feel empowered with financial literacy, and get back to what you love, faster.Credentials for Financial Consulting, Living Benefits, and Life Insurance: I am Licensed as a Life/Financial Producer via the Colorado Secretary of State. I graduated from Naropa University in Boulder, CO in 2008.Serving all fifty states, based out of Evergreen, CO.On a personal note, I have the best community and family a woman could ask for. I love herbalism, community gatherings, mountain biking, paddle boarding, cross-country and downhill skiing, golfing, martial arts, swimming, hiking, tai chi, Yin Yoga, traveling, vegetable juicing, preparing delicious meals, dancing, crocheting, time with family, singing, and making music. Right now I am committed to living a life that supports my vitality. This allows me to serve you to the best of my ability!