Annual Forum


September 26, 2019
8:00 am - 4:20 pm

The Falls Event Center
8199 Southpark Court, Littleton, CO 80120

SCHEDULE            SESSION INFO          SPEAKER INFO        REGISTER

Attend Forum and Gain:
  1. Purposeful programming with our excellent education and several hours of continuing education credits.
  2. Extraordinary experiences that bring problem solving perspectives to the workplace.
  3. Create connections with other financial planning professionals and suppliers that can help you do business better.
Registration Fees:
  • FPA Members: $199; $249 after 9/19/2019
  • Nonmembers: $299; $349 after 9/19/2019

 

FORUM SCHEDULE

7:30 AM

Registration Opens

8:00-8:30 AM

Breakfast/Announcements/Networking

8:00-11:00 AM

Free Headshots Sponsored by RMF

8:30-9:30 AM

KEYNOTE: Fritz MeyerPoint of View: The Economy, Markets and Investment Strategy -- 1.0 CFP CEs

9:30-9:50 AM

Break 

9:50-10:50AM

KEYNOTE: Ryan Kirlin - Alpha Architects – ETF Benefits and Strategies -- 1.0 CFP CEs

10:50-11:10 AM

Break 

11:10-12:10 PM

Breakouts

Liz Wendling - How to Sell Without Selling your Soul

James Taveras - Horizon – Retirement Ready: Preparing for the Challenges of Retirement Income -- 1.0 CFP CEs

12:10-12:30 PM

Break 

12:30-2:00 PM

KEYNOTE: Chuck Wachendorfer – think2perform - Behavioral Financial Advice - Differentiating Your Firm with Clients and Prospects -- 1.5 CFP CEs

2:00-2:15 PM

Break 

2:15-3:15 PM

Breakouts

Erica Johnson - Ambler Keenan –  
Poorly Drafted Estate Documents - 1.0 CFP CEs

Matt Selihar - Russell Investments – Aim Higher with Tax-managed Investing for End Investors - 1.0 CFP CEs

 

3:20-4:20 PM

Martin Seay & Lauren Schadle - OneFPA Network information session

 

 

 

 

CANCELLATION Info:

After September 12, no refunds will be processed. Please send a replacement person to the Forum.