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Curi Capital Wealth Management

Before the Ball Drops: Key Year-End Financial Steps

Upcoming Live Event
December 1, 2025
60 minutes

As the year comes to a close, it’s the perfect moment to review your finances, tie up loose ends, and prepare for a strong start to 2026. Join us for our 30-minute “Before the Ball Drops” Year-End Financial Planning webinar, hosted by Ryan Emerson and Janelle McCreary, CFP®, from our Wealth Builder team.

This interactive session allows you to choose the topics that matter most to you—from tax considerations and retirement contributions to charitable giving, benefits elections, and more. You’ll have the option to submit questions during registration, and we’ll reserve plenty of time for Q&A at the end.

All registrants will receive a Year-End Financial Checklist in advance to help you follow along and identify your key action items.

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Ryan Emerson

S.V.P., Director of Wealth Builder

Ryan is the Director of Wealth Builder at Curi Capital. He is responsible for overseeing and building out our strategies and financial plans for our core clientele. Ryan brings over 11 years of experience in the financial services industry, most recently as a team lead for Personal Capital and Empower in the financial technology space. Ryan is a graduate of the University of Colorado Boulder and enjoys spending time in the mountains and traveling with his family.

Janelle McCreary

Lead Advisor

Janelle McCreary is a Lead Advisor working closely with clients out of Curi Capital’s Denver office. Prior to being a part of the Curi Capital team she was an Associate Wealth Advisor with Mariner Wealth Advisors, and before that a Client Service Manager with Davis & Seiley Wealth Management. Outside of work, Janelle serves on the Board of the San Diego County Commissions on the Status of Women and the Professional Advisory Council for The Denver Community Foundation.