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
 Directions

 

SCHEDULE AT A GLANCE:

8:00-8:30 AM

Check-in/Breakfast/Networking

8:30-9:50 AM


Welcome & Keynote- IRA Planning for Baby Boomers, Jeff Levine, Ed Slott & Co., 1.5 hours CFP CE and 1 hour Insurance CE approved
Location: Cambridge Room

10:00-10:50 AM










Breakouts
- Advanced Roth Planning; How to Squeeze More Juice Out of the Tax Lemon, Jeff Levine, Ed Slott & Co, 1 hour CFP CE and 1 hour Insurance CE approved
Location: Event Tent


- Cyber Security: It's 10PM, Do You Know Where YOUR Data Is? Herb Miner, Complete Technology Solutions, LLC, (no CE)
Location: Tudor Room

- Changing the Approach to College Funding Advice, Joe Messinger, CFP®, ChFC®, CLU®, 1 hour CFP CE and 1 hour Insurance CE approved
Location: Windsor Room

11:00-11:50 AM









Breakouts
- Selling for the Non-Sales Professional, Beverly Flaxington
(No CE)
Location: Event Tent


- Improving Client Relationships by Protecting Clients Assets and Avoiding Sources of Lawsuits, Tarra Balcom, Markel Specialty Commercial, 1 hour CFP CE approved, no insurance CE
Location: Tudor Room


- De-mystifying Financial Aid, Joe Messinger, CFP®, ChFC®, CLU®; 1 hour CFP CE and 1 hour Insurance CE approved
Location: Windsor Room

12:00-12:50 PM

Lunch (Round table Discussions, No CE)
Location: Cambridge Room

1:00-1:50 PM


Keynote - Understanding Other People, Beverly Flaxington
1 hour CFP CE approved, no insurance CE
Location: Cambridge Room

2:00-2:50 PM









Breakouts
- Economic Update, Strider L. Elass, First Trust
1 hour CFP CE and 1 hour Insurance CE approved
Location: Event Tent

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

- Introducing the new ABLE Accounts, CollegeInvest
1 hour CFP CE approved, 1 hour Colorado Insuance CE approved
Location: Windsor Room

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.

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

Tickets

$249.00 FPA Non Members
$299.00 after 07:00 pm July 31

$229.00 Member

$199.00 Additional Partner Attendee
$249.00 after 12:00 am September 5

$229.00 Southern Colorado FPA Member

$0.00 Partner