Forum 2017

September 21, 2017
8:30 AM MDT - 3:00 PM MDT
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Wellshire Event Center
3333 S Colorado Blvd.
Denver, CO 80222




8:00-8:30 AM


8:30-9:50 AM

Welcome & Keynote- IRA Planning for Baby Boomers, Jeff Levine, Ed Slott & Co.

10:00-10:50 AM

- Advanced Roth Planning; How to Squeeze More Juice Out of the Tax Lemon, Jeff Levine, Ed Slott & Co

- Cyber Security: It's 10PM, Do You Know Where YOUR Data Is? Herb Miner, Complete Technology Solutions, LLC

- Changing the Approach to College Funding Advice, Joe Messinger, CFP®, ChFC®, CLU®

11:00-11:50 AM

- Selling for the Non-Sales Professional, Beverly Flaxington

- Improving Client Relationships by Protecting Clients Assets and Avoiding Sources of Lawsuits, Tarra Balcom, Markel Specialty Commercial

- De-mystifying Financial Aid, Joe Messinger, CFP®, ChFC®, CLU®

12:00-12:50 PM

Lunch (Round table Discussions, No CE)

1:00-1:50 PM

Keynote - Understanding Other People,Beverly Flaxington

2:00-2:50 PM

- Economic Update, Strider L. Elass, First Trust

-Successful Successions: Setting Yourself up for the Buy/Sell (No CE)

- Introducing the new ABLE Accounts,

3:00-4:00 PM

Social - Join us for ice cream, putt-putt and more!

4:00 PM




FPA of Colorado Cancellation Policy

Registration cancellation for a refund or a transfer to the next chapter meeting may be requested by no later than Noon on the Tuesday prior to the meeting date. No refunds or transfers will be issued after that date.

In case of Emergency - COFPA has an emergency plan for the Wellshire with all our 2017 events. Review the plan and be safe!


$249.00 FPA Non Members

$199.00 Member
$238.00 after 12:00 am September 5

$199.00 Additional Partner Attendee

$199.00 CFA Society Member
$249.00 after 12:00 am September 5

$199.00 Southern Colorado FPA Member
$249.00 after 12:00 am September 5

$0.00 Partner