Salons

Welcome to the FPA Salons. The term "Salons" is a concept that allows members an opportunity to gather with peers to discuss issues pertinent to their career, their practice, and the Financial Planning profession.  Salons are educational in nature, but also carry the benefits of a sounding board, different perspectives, and community-building. Salons give you flexibility of topic, time, and location.  Salons are a member-only benefit sure to give an intimate and effective “study group” atmosphere to topics that are of particular interest to many.

2012 Salon Dates - (Various location and times): May 9th, August 8th, October 10th  (Full Listing of Salons)

Do you have a topic to suggest?  Would you like to become a Salon Volunteer Host?  If so, contact This e-mail address is being protected from spambots. You need JavaScript enabled to view it .

May Salons- 5/9/2012

Northern Area Salon: RSVP
This Could Change Everything: An Exploration of Money, Debt, Obligation & Exchange
Presented by:  Richard B. Wagner, J.D., CFP
Be a part of the discussion that Dick Wagner will lead at this salon.  Dick will also will be presenting the same session at the 2012 FPA National Retreat.  In Debt: The First 5,000 Years, David Graeber argues the standard account of the emergence of money (barter replaced by money as a medium of exchange and, much later, credit) is wrong, and the nature of money has always been credit, which exists in the presence of debt. This leads to a much different view of markets, inflation, money and credit relations. Thinking like a CFP requires a fundamental understanding of the domain in which we operate. Explore the historicity of money and implications for the future of our profession.

Metro Area Salons:

Income Investing  This e-mail address is being protected from spambots. You need JavaScript enabled to view it
Thinking about income as an asset class in a low interest rate environment.  We will be discussing different types of assets for producing income such as: Equity Income, Energy Income, REITs public vs. private, the relationship between bonds and interest rates etc.
Subject Matter Expert: Sameer S. Somal, CFA, CFP 
10:00am - 11:00am
LePeep: 1699 S. Colorado Blvd, Denver, CO 

Not Your Father's Efficient Frontier  This e-mail address is being protected from spambots. You need JavaScript enabled to view it ·(limited to 16 attendees)
In this highly interactive and fun group session, participants will be challenged with the goal of building a diversified portfolio with traditional and alternative asset classes. After breaking into small teams, groups will build their optimal portfolio which will go head to head against other team's portfolios and will be run through a sophisticated portfolio optimization model to be reviewed for optimal deviation, stress tested against historical events and a Monte Carlo based analysis. 
3:30pm-4:30pm
361 Capital: 4600 S. Syracuse St., Suite 500, Denver, CO  80237. 303-224-3900.

Items for potential discussion:

1. Income Tax:· What are you doing now to save client tax dollars?· Share some of your newer strategies.· Revisit old techniques under old thinking.· New strategies for 2012/2013.
2. Estate Tax:· Delaying estate reviews until we have a new law? Have you begun any new strategies in the last couple of years that you are willing to share?\
3. As a group, we may choose to go through a tax return from a financial service/value added perspective.

Please feel free to bring your own lunch, coffee and tea will be provided.

Testimonials:

"The FPA Salon provided an excellent opportunity to learn from and interact with other planners in my local area."

-- Wayne F. CFP®

"I did enjoy the salon that I attended. It was a refreshing change of pace from the more structured meetings that I am used to attending. The intimate environment allowed for a natural, free-flow discussion that kept everyone engaged. I hope we continue these in the future!"

-- Josh N. CFP® CEO/Financial Advisor