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 Check-in/Breakfast/Networking  

9:00-9:50AM Keynote - IRA Planning for Baby Boomers, Jeff Levine, Ed Slott & Co. 

10:00-10:50AM Breakouts

  • 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, System Confidence, Herb Miner, System Confidence

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

11:00-11:50 AM Breakouts

  • Pocket Guide to Sales for Financial Advisors, 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®, Capstone Wealth Partners, LTD

12:15-12:45 PM Lunch  (Roundtable Discussions, No CE)

1:00-1:50 PM Keynote - Understanding Other People, Beverly Flaxington

2:00-2:50 PM Breakouts

  • Economic Update, Strider L. Elass, First Trust 

  • Successful Successions Panel Discussion (No CE)

  • TBA

3:00-4:00 PM Social - Join us for ice cream, putt-putt and more!

4:00 PM END




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.


$249.00 FPA Non Members

$0.00 Partner/Sponsor

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