Annual Forum

Register Now for the 2nd Annual Forum


7:00 am - 5:00 pm
Wellshire Event Center
3333 S Colorado Blvd
Denver, CO 80222

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 10/18/2018
  • Nonmembers: $299; $349 after 10/18/2018



7:00-7:30AM Registration & Partner Set-up

8:15-8:30AM Announcements & Breakfast

8:30-10:00AM KEYNOTE – Carolyn McClanahan, MD, CFP®, “Protecting Your Clients, Protecting Yourself” 1.0 CFP CE, 1.0 Insurance CE

10:00-10:30AM Break with Partners

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

10:30-11:30AM Breakout Sessions                     

  • Luke Farrell - American Funds- “Myths, Realities and Actionable Ideas in Fixed Income”  1.0 CFP CE, 1.0 Insurance CE
  • Carolyn McClanahan, MD, CFP® - Life Planning Partners - “Financial Planning at the End of Life”  1.0 CFP CE, 1.0 Insurance CE
  • Keith Renninson - Keith Renninson Enterprises - "Tenacity, Resilience, Imagination, and Purpose"

11:30AM–12:15AM Lunch & Networking

12:15AM-1:15PM KEYNOTE - Brian Portnoy, PhD, CFA - Virtus Investment Partners  "Money, Happiness & Success in Goals-Based Wealth Management"  1.0 CFP CE

1:30-2:30PM Breakout Sessions                  

  • Rick Roche - Little Harbor Advisors - "Artificial Intelligence in Investing"  1.0 CFP CE, 1.0 Insurance CE
  • Chad Hamilton - Advisor Solutions 360 -"Demonstrating The Value of Comprehensive Planning"  
  • Tim Jackson - RMF – "Modeling Home Equity Conversion Mortgages (HECMs) in MoneyGuidePro®"  1.0 CFP CE, 1.0 Insurance CE

2:30-3:00PM Break with Partners

3:00-4:00PM  Breakout Sessions                 

  • David Lau - DPL Financial Partners - "Utilizing Insurance in a Fee-Only Practice"  1.0 CFP CE, 1.0 Insurance CE
  • Nick Foley - Segall Bryant & Hamill - "Municipal Bond/Colorado Economic Update"  1.0 CFP CE, 1.0 Insurance CE

4:00-5:00PM Unhosted Casual Networking in Bar


Hotel Info:

The event will be held at the Wellshire Event Center at 3333 S Colorado Blvd (Colorado & Hampden).

Please make hotel reservations at the Hyatt Regency Denver Tech Center.



After Monday, October 11, no refunds will be processed. Please send a replacement person to the Forum.