Fourth Annual Forum
September 24, 2020
8:00 am - 4:00 pm
get up to 6.0 CFP CEs
and 2.0 Colorado insurance CEs

Virtual Program


Attend Forum and Gain:
  1. Up to 6.0 CFP CEs and 2.0 Colorado Insurance CEs (choose from 9 programs).
  2. Purposeful programming with our excellent education.
  3. Extraordinary experiences that bring problem solving perspectives to the workplace.
  4. Create connections with other financial planning professionals and suppliers that can help you do business better.
Registration - Full Day (6 CEs)

FPA Members: $99- Full Day
Nonmembers: $125- Full Day

Registration - Half Day (3 CEs)
FPA Members: $75- Half Day (3 CE)
Nonmembers- $100- Half Day (3 CE)
After 9/16 add $10

Includes $10 e-gift card for lunch if you register by 9/18.


*Subject to change as the program is refined

8:00-8:15 AM 

8:15-8:30 AM


Welcome and housekeeping

8:30-9:30 AM

KEYNOTE: Jeffrey Sherman, CFA®, DoubleLine Funds - 2020: A Global Pandemic and a Fed Fueled Frenzy - 1.0 CFP CE

9:30-9:45 AM



KEYNOTE: Ross Riskin, DBA, CPA/PFS, CCFC, MS Tax - Planning for College and Higher Education Expenses - 1.0 CFP CE

10:45-11:00 AM


11:00-12:00 PM


Planning for All Generations: What Advisors Need to Know About Student Loans- Ross Riskin, DBA, CPA/PFS, CCFC, MS Tax - 1.0 CFP CE

The Overlooked Gap in Financial Advice- Tom Kammerer, Vice President, Rocky Mountain Sales and Marketing Manager, Chubb Personal Risk Services - 1.0 CFP CE, 1.0 Colorado insurance CE

12:00-12:30 PM

Break- LUNCH 

12:30-1:30 PM

KEYNOTE: Katherine Roy, CFP®, JP Morgan Asset Management - 1.0 CFP CE

1:30-1:45 PM


1:45-2:45 PM


Masterclass FinTech - Dr. Vinay Nair: Wharton Professor, Chairman/CEO of TIFIN - 1.0 CFP CE

Three Insurance Trends Planners Can’t Ignore- Steven Gates, Ash Brokerage - 1.0 CFP CE; 1.0 Colorado insurance CE

2:45-3:00 PM



3:00-4:00 PM


Wills vs. Trusts- Shelley Thompson, Burns Figa and Will, PC - 1.0 CFP CE

Reverse Mortgages: A Powerful Tool in Uncertain Times- Panel: Christian Mills, Reverse Mortgage Funding LLC (RMF); Jan Jordan, Mutual of Omaha Mortgage; and Christine Jensen, Fairway Independent Mortgage Corporation - 1.0 CFP CE





After September 14, no refunds will be processed. Please send a replacement person to the Forum.