The 2025 Wealth Playbook: Investment, Tax, and Wealth Strategies

Tuesday, February 25

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Lunch begins at 11:30 am; Presentation from 12:00 – 1:00 pm

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First Western Trust Boulder Office, 1155 Canyon Boulevard, Suite 300

Two women walking on the beach

Discussion Topics

Begin the year with confidence and clarity at an intimate gathering focused on meaningful conversation.

  • Market Outlook and Investment Strategies for the Year Ahead
    Gain insights into the economic trends and market forecasts shaping 2024. We’ll discuss tailored investment strategies that balance growth and risk, as well as opportunities for optimizing your portfolio. Bring your questions on asset allocation, sector trends, and market scenarios.
  • Tax Optimization Strategies Post-Year-End
    Explore tax strategies that make an impact—even at the start of a new year. We’ll cover approaches like asset location, charitable giving, and tax-loss harvesting, as well as how trusts and other vehicles can support your tax planning goals.
  • Maximizing Legacy Planning and Wealth Transfer
    Plan for tomorrow, today. Learn how effective legacy planning preserves your values and protects your wealth for future generations. Topics include trusts, family governance, and philanthropic giving, with real-life examples to show the benefits of proactive planning.
  • Risk Management: Preserving Wealth Through Life’s Transitions
    Life’s transitions bring change—and opportunity. We’ll explore how risk management strategies, including insurance, asset protection, and contingency planning, can help safeguard your wealth through uncertain times.
  • Philanthropic Giving as Part of Wealth Strategy
    Discover how to make philanthropy a meaningful part of your financial strategy. Learn about donor-advised funds, private foundations, and other giving options that allow you to make an impact while maximizing tax benefits.
  • Assessing and Adjusting Risk Tolerance in an Evolving Market
    Markets change, and so can your comfort with risk. Join us to understand how evaluating risk tolerance affects portfolio adjustments and long-term goals. Bring your questions and share your experiences for an interactive discussion.

Register for the event

Join us for a breakfast of insights, where you’ll have the opportunity to engage directly with our experts, ask questions, and discuss strategies for navigating the year ahead.



1. Personal and Commercial banking services offered through First Western Trust Bank, Member FDIC.
2. Wealth Management and Investment Services are Not a deposit, Not guaranteed by the Bank, May Lose Value.
3. First Western Trust Bank cannot provide tax advice. Please consult your tax advisor for guidance on how the information contained within may apply to your specific situation.