Forum 2018

October 25, 2018
11:30 AM MDT - 2:00 PM MDT
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Wellshire Event Center
3333 S Colorado Blvd.
Denver, CO 80222
 Directions

Preliminary SchEDule 

(subject to changes)

 

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

10:15AM-12:15PM Headshot Photography (optional)

10:30-11:30AM Breakout Sessions                           
  • American Funds
  • Carolyn McClanahan - “Financial Planning at the End of Life”
  • Keith Renninson - "4 main traits for a successful and balanced planner business and life:  Tenacity, Resilience, Imagination, and Purpose"

11:30AM–12:15PM Lunch & Networking

12:15AM-1:45PM KEYNOTE - Greg Valliere, Horizon  

2:00-3:00PM Breakout Sessions                  
  • Little Harbor Advisors 
  • Chad Hamilton - Demonstrating the Value of Comprehensive Planning
  • RMF – FORECASTING HECM STRATEGIES IN MGP (AND OTHER SOFTWARE)

3-3:30PM Break with Partners

3:30-4:30PM  Breakout Sessions                     
  • DPL Financial - Utilizing Insurance in a Fee Only Practice.
  • Speaker is David Lau and Kameron McRay
  • Muni Bond/CO Economy – Nick Foley Westcore

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

 

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.