Annual Forum

SCHEDULE            SESSION INFO          SPEAKER INFO        REGISTER

FORUM SCHEDULE – (TENTATIVE):

7:00-7:30AM Registration & Partner Set-up

8:15-8:30AM Announcements & Breakfast

8:30-10:00AM KEYNOTE – Carolyn McClanahan, MD, CFP®, “Protecting Your Clients, Protecting Yourself” 

10:00-10:30AM Break with Partners

10:15 AM - 12:15PM Headshot Photography (optional)

10:30-11:30AM Breakout Sessions                     

  • Luke Farrell - American Funds- “Myths, Realities and Actionable Ideas in Fixed Income”
  • Carolyn McClanahan, MD, CFP® - Life Planning Partners - “Financial Planning at the End of Life”
  • Keith Renninson - Keith Renninson Enterprises - "Tenacity, Resilience, Imagination, and Purpose"

11:30AM–12:15AM Lunch & Networking

12:15AM-1:15PM KEYNOTE - Brian Portnoy, PhD, CFA - Virtus Investment Partners  "Geometry of Wealth"

1:30-2:30PM Breakout Sessions                  

  • Rick Tomney - Little Harbor Advisors - "Artificial Intelligence in Investing"
  • Chad Hamilton - Advisor Solutions 360 -"Demonstrating The Value of Comprehensive Planning"
  • Tim Jackson - RMF – "Modeling Home Equity Conversion Mortgages (HECMs) in MoneyGuidePro®"

2:30-3:00PM Break with Partners

3:00-4:00PM  Breakout Sessions                 

  • David Lau - DPL Financial - "Utilizing Insurance in a Fee Only Practice"
  • Nick Foley - Segall Bryant & Hamill - "Municipal Bond/Colorado Economic Update"

4:00-5:00PM Unhosted Casual Networking in Bar

 

Hotel Info:

Please make hotel reservations at the Hyatt Regency Denver Tech Center.

 

CANCELLATION Info:

After Monday, October 11, no refunds will be processed. Please send a replacement person to the Forum.