Annual Forum


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

8:15-8:30AM Announcements & Breakfast

8:30-10:00AM KEYNOTE – Carolyn McClanahan, “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 - “Financial Planning at the End of Life”
  • Keith Renninson - "Tenacity, Resilience, Imagination, and Purpose"

11:30AM–12:15AM Lunch & Networking

12:15AM-1:45PM KEYNOTE - TBA

2:00-3:00PM Breakout Sessions                  

  • Rick Tomney - Little Harbor Advisors
  • Chad Hamilton 
  • Tim Jackson - RMF – "Modeling Home Equity Conversion Mortgages (HECMs) in MoneyGuidePro®"

3-3:30PM Break with Partners

3:30-4:30PM  Breakout Sessions                 

  • DPL Financial - "Utilizing Insurance in a Fee Only Practice"
  • David Lau 
  • Nick Foley - Westcore/SBH

4:30-5:30PM Unhosted Casual Networking in Bar


Hotel Info:

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



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