Tenth Annual Forum
Featuring a Keynote from Michael Kitces, MSFS, MTAX, CFP®, CLU, ChFC, RHU, REBC, CASL
August 13, 2026
Forum Real Estate Group
240 Saint Paul St., Ste 400
Denver, CO 80206
7:30 am - 3:30 pm
Followed by a Happy Hour
Earn Continuing Education Credits
In-Person Program only
Tickets Are Available
ALL FPA members please choose the "FPA Member" ticket.
FORUM SCHEDULE
| Time | Description | Speaker |
| 7:30-8:15am | Breakfast | |
| 8:15-8:30am | Welcome & Announcements | |
| 8:30-9:20am | Breakout Sessions | |
| Main Floor | Panel - Planning Around When Mom and Dad Can't Live Alone Anymore | Christine Jensen, Lauren Clough, David Marks |
| Top Floor | Navigating Turbulent Markets: From Debt to De-Dollarization | Apollo Lupescu |
| 9:20-9:30am | BREAK | |
| 9:30-10:20am | Breakout Session | |
| Main Floor | Panel - From Property to Portfolio: The 721 UPREIT as an Estate Planning Tool | Ben Low, Darren Fisk, Grant Turner |
| Top Floor | IRAs: Goldmine or Minefield? | Nick Arndt |
| 10:20-10:30am | BREAK | |
| 10:30-11:30am | Keynote | |
| Tax Efficient Withdrawl Strategies in Retirement | Michael Kitces | |
| 11:30-12:30pm | Lunch | |
| 12:30-1:30pm | Keynote | |
| The Four Factors That Really Drive Advicer Productivity | Michael Kitces | |
| 1:30-1:40pm | BREAK | |
| 1:40-2:30pm | Keynote | |
| Stop Selling. Start Serving: What Women Really Want from Financial Advisors | Julia Sewell | |
| 2:30-2:40pm | BREAK | |
| 2:40-3:30pm | Breakout Sessions | |
| Main Floor | Outcome-Based Investing: The Role of Structured Notes | Jay Sforza and Aaron Pratt |
| Top Floor | Unpacking Social Security: A Financial Professional's Guide to Addressing Common Social Security Questions | Steve Sweeney |
| 3:30-6:00pm | Happy Hour |
CANCELLATION Info:
After , no refunds will be processed, but you may send someone else in your place.
