Advertisement
Lunch & Learn on May 6th, 2026, from 11:30 am to 1 pm at BBB Office, 8020 South County Road 5, Fort Collins, Colorado. These events are held on the first Wednesday of the month.
Join speaker Josh Nelson, Founder and CEO of Keystone Financial Services, as he shares with us, “lessons I’ve learned from my mentor, Keith Cunningham
(aka the real-life “Rich Dad”, from the book Rich Dad Poor Dad)—an internationally recognized business thinker and author of The Road Less Stupid.
Keith’s teachings have had a profound impact on how I lead and grow my company, and they offer practical, immediately applicable insights for any small business owner.
The presentation focuses on how to think like a CEO rather than just act like an employee in your own business—using better questions, clearer financial thinking, and disciplined decision-making to create a
business that runs profitably and independently.
Attendees will walk away with actionable tools to improve cash flow, reduce stress, and make smarter choices that drive long-term success.
Josh Nelson is the Founder and CEO of Keystone Financial Services, a nationally
recognized independent wealth management firm based in Colorado.
Josh is a Certified Financial Planner™ and a passionate advocate for helping people build a clear, confident path to financial freedom.
Under his leadership, Keystone has grown into a thriving business that operates with both heart and discipline. He’s also a husband, father of five, podcast host, speaker, and lifelong student of personal growth and leadership. Josh brings a unique perspective on what it means to build a business — and a life — that
runs on purpose, not pressure.
Lunch is included therefore please RSVP. These are on the first Wednesday of every month and open to all professionals.
Free to attend
Brought to you by Northern Colorado Community,
Ann Baron www.northerncoloradocommunity.com
Advertisement
Event Venue
Better Business Bureau, 8020 South County Road 5, Fort Collins, CO, United States
Tickets
Concerts, fests, parties, meetups - all the happenings, one place.
