Annual Forum


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” 

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”
  • Carolyn McClanahan, MD, CFP® - Life Planning Partners - “Financial Planning at the End of Life”
  • 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  "Geometry of Wealth"

1:30-2:30PM Breakout Sessions                  

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

2:30-3:00PM Break with Partners

3:00-4:00PM  Breakout Sessions                 

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

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


Hotel Info:

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.