Fourth Annual Forum

EXHIBIT HALL
September 24, 2020

SCHEDULE        SESSIONS          SPEAKERS        REGISTER

Click on a link below to go directly to a Partner's "booth" to find some first-rate resources. informative videos, and "who do you know" contacts.

BOOTH DIRECTORY

Diamond Partners

 

Platinum Partners

 

Gold Partners

 

Silver Partners





 A Huge Thank YOU to our Partners,
who support our members, offer amazing expertise in their fields, and
make our programming and other member services possible

Diamond Partner



Key Contact:
Mike Rosser
720-212-2068 |
website

 

Diamond Partner

 $100 gift for Colorado newborns

The Colorado legislature passed a bill in the 2019 session giving every child born or adopted in Colorado a $100 contribution to their CollegeInvest 529 college savings account, starting January 1, 2020 and called First Step. For all the details and online applications click here: https://www.collegeinvest.org/first-step/

 

KEY CONTACT
Brennan Hannon | 303-376-8844 | website
Click here to schedule a meeting or CE course

 

Diamond Partner

KEY CONTACT 
Dan Almuti, CIMA®
Vice President – Senior Advisor Consultant
Mobile 303-898-3404 | website
Click here to schedule a brief call
Visit Franklin Templeton's 2020 Volatility Center

 

Diamond Partner

Please contact me to see how a reverse mortgage can be integrated into MoneyGuidePro, e-Money or any other financial planning software.

KEY CONTACT 
Christian Mills,
HECM Loan Specialist, NMLS #1608842

720-984-6622 | website | Upcoming Webinars

 

 

Platinum Partner

KEY CONTACT
Ryan McGee

303-668-8598 | website

 

Platinum Partner

    

KEY CONTACT
Shelley Thompson
303-796-2626 | website

Shelley Thompson handles Wills, Trusts, and Estate matters,
as well as corporate matters and probate litigations, and can add value to your client relationships.

 

Platinum Partner



Christine Jensen has spent 27 years specializing in mortgage lending. She is a CRMP, a CMPS, a CSA, and a Producing Branch Manager for Fairway. She loves working with the 62 plus age group and helping them select the best financing options for themselves as well as for their families.

Given the misconceptions about reverse mortgages, Christine educates clients and industry professionals alike about the new guidelines and their improved safety features. Her purpose in utilizing reverse mortgages is to expand options for her clients as they approach their retirement years, and to help them increase their wealth by incorporating all assets at their disposal.

KEY CONTACT
Christine Jensen
, Branch Manager, NMLS #244648
Direct 303-456-4403 | Mobile 720-232-0828 | website

 

Platinum Partner

KEY CONTACT
James Tavares
704-562-0255 | website 

 

Platinum Partner

KEY CONTACT
Jan Jordan
303-993-7658 | 970-646-8908 | website 

Your local reverse mortgage expert, serving the Front Range
 

Platinum Partner

TD Ameritrade Institutional empowers more than 7,000 independent registered investment advisors to transform the lives of their clients. We provide powerful technology and resources that help simplify running a business and let advisors do what matters most -- spend time serving their clients. Through meaningful innovation, steadfast advocacy and unwavering service, we support RIAs as they build businesses that positively impact their clients and communities. To learn about how we can do the same for you and your clients, visit us at www.tdameritradeinstitutional.com. Find digital collatoral here: tdai.tdameritrade.com/getmoreinfo.

TD Ameritrade Institutional is a division of TD Ameritrade, Inc., member of the FINRA/SIPC, a brokerage subsidiary of TD Ameritrade Holding Corporation. 


What is happening...
Schwab has made the decision to adopt TD Ameritrade's thinkorswim®, thinkpipes® & iRebal® platforms and associated tools to be part of our collective, go-forward offering for all clients when the two companies are combined. For iRebal, this decision includes both the integrated with Veo and the standalone version. SEE press release. 

  • This is good news for our clients and we're happy you will be able to continue using these powerful, intuitive technology platforms to run and grow your business.

  • We believe these platforms, combined with the experience and capabilities of both firms, will create an
    even more compelling offering for Advisors when integration is complete. And, we look forward to
    introducing thinkpipes and iRebal to more advisors.

  • As we and Schwab work together on integration plans, our goal is to combine the strengths of our firms
    to benefit you. Our intent is to build a unified, world-class trading experience for all of our clients.


KEY CONTACTS
Amanda Stankiewicz
201-369-5710
Erik Blankmeyer
Main 800-934-6124 | Direct 704-562-0255 | website

      

 

Platinum Partner  

 

Magnifi, a TIFIN Group company, is the world's first natural language investment marketplace. It helps financial professionals, advisors, and everyday investors find, compare and act on investment options. Magnifi's plain english search results provide insight and simplify investment selection across ETFs, Mutual Funds, SMAs, and Model Portfolios. Try it today.

For Colorado FPA Members, request a 30 min demo of Magnifi and receive access to 30 days of Magnifi Premium (a $500 value). Magnifi Premium includes advanced features that allow for the easy construction of client accounts,Reg BI documentation for fund recommendations, quick portfolio enhancements, and the ability to gather insight across an entire book of business in seconds.

CTA - Schedule here: https://campaign.magnifi.com/meetings/aj95/30-meeting-demo-mkt


Magnifi - Discover a world of investing from Magnifi on Vimeo.

KEY CONTACT
Michael Winnick

 

Gold Partner 


KEY CONTACT
Douglas Draper
303-378-0092 | website

 

Gold Partner 

 At Schwab Advisor Services™, we are dedicated to working with and learning from advisors like you. With 30 years of experience serving independent advisors, we understand what it takes to help you meet your business goals. That's how we deliver the level of support you need to take control of your destiny—and create the firm you want. https://advisorservices.schwab.com/

Handouts

 

KEY CONTACTS

Brian McGinty
Work:  720-418-2572
Mobile:  303-974-0813
website

Todd McMullen
Work:  720-766-6396
website

Set up an appointment or to ask questions –
https://advisorservices.schwab.com/contactus

 

Gold Partner 

The mission of The Denver Foundation is to inspire people and mobilize resources to strengthen our community. Since 1925, The Denver Foundation has helped generous people like you to be catalysts for good by building charitable legacies.

The Denver Foundation:

- Invests funds received from donors and distributes those investment earnings to nonprofit organizations through grants to nonprofits.

- Manages and administers personalized funds for individuals, families, businesses, and other organizations that have specific charitable objectives

- Works with community and philanthropic leaders to address the core challenges that face Metro Denver.

KEY CONTACT
Ben Perry
303-885-7202 | website

   

Click here to learn about what we fund

 

Gold Partner 

DPL Financial Partners is the leading turnkey insurance management platform for RIAs, providing a marketplace of low-cost, Commission-Free products from some of the nation's top carriers. With DPL, advisors are able to more holistically serve their clients with improved pricing and fiduciary implementation of insurance and annuities, ultimately delivering greater benefit to the financial plan and improved retirement outcomes.  

PDF Downloads

- DPL Overview: https://bridge.dplfp.com/dpl-overview-copfa-fall-2020
- How DPL works with Breakaways: https://bridge.dplfp.com/how-dpl-works-with-breakaway-advisors-fpa-colorado-fall-2020
- Repurposing Existing Annuities Overview: https://bridge.dplfp.com/repurposing_existing_annuities_to_meet_goals_in_financial_plan-copfa-fall-2020

Helpful Links

- Schedule a 15 Meeting with DPL: https://bridge.dplfp.com/schedule-an-appointment-with-ria-consultant-copfa-fall-2020
- Watch DPL Webinar Recordings: https://www.dplfp.com/resources?type=webinar 

KEY CONTACTS

Ross McGoodwin
RIA Consultant, Membership
502-287-0342

Nicole Benz
RIA Consultant, Product Engineer
502-242-8925

 

 

Gold Partner

 

 

Guggenheim is a $240b global asset manager with a history of expertise in active fixed income management. Guggenheim's legacy in asset management began in the late 90s, managing money for institutions, pensions, and wealthy families. In 2011, Guggenheim launched a few of their institutional strategies into 40Act mutual funds. Guggenheim's history of outperformance while minimizing downside risk is a testament to their unique investment process and philosophy.

 

KEY CONTACT
Jacob Schultz
303 974 0927 | website

 

 

 

 

Gold Partner

 

KEY CONTACT
Kimberly Cronin
303-534-9343 | website

 

Gold Partner


KEY CONTACT
Shane Smith

502-212-5979 | website

 

Gold Partner

 

KEY CONTACT
Ryan Johnston

303-312-5000 | website

 

Gold Partner

Three Crowns Copywriting & Marketing helps RIAs and fintech firms amplify their value with custom content creation and digital marketing strategy.

Download our 6-month digital ad starter plan to see how you can improve your website traffic and connect with the right leads here: https://threecrownsmarketing.ck.page/advisor-ads-plan

KEY CONTACT
Johnny Sandquist
402-965-1323 | website

Click here to set up a meeting

 

Gold Partner


Vanguard is one of the world’s largest investment management companies, providing an extensive array of investments, services, and practice management solutions to help financial advisors build their practices and serve their clients. As of June 30, 2020, we managed almost $4.34 trillion in U.S. fund assets, including a full range of low-cost ETFs and mutual funds. Connect with Vanguard® at advisors.vanguard.com or 800-997-2798.

KEY CONTACTS

Keenan Graham
480-713-5583

Ben Hammer CFA
503-720-2464


Visit Vanguard's Financial Advisor Website

 

Silver Partners

Aschenberg Law Group
Jesse Aschenberg

720-259-8400 | website


Empower Retirement
Josh Haynes 
303-263-8245 | website