Past presentations

After each chapter meeting, with the permission of the speaker, presentation slides and/or handouts are posted here. Click on the links below to access recent chapter meeting presentations:

2018 Presentations

2018 Forum

Protecting Your Clients, Protecting Yourself, Carolyn McClanahan, MD, CFP®, Life Planning Partners (PDF)
Financial Planning at the End of Life, Carolyn McClanahan, MD, CFP®, Life Planning Partners (PDF)
Myths, Realities and Actionable Ideas in Fixed Income, Luke Farrell, Capital Group (American Funds) (PDF)
Money, Happiness & Success in Goals-Based Wealth Management, Brian Portnoy, PhD, CFA, Virtus Investment Partners (PDF)
Modeling Home Equity Conversion Mortgages (HECMs) in MoneyGuidePro, Tim Jackson, RMF (PDF)
Demonstrating the Value of Comprehensive Planning, Chad Hamilton, Advisor Solutions 360 (PDF)
Utilizing Insurance in a Fee-Only Practice, Kameron McRay, DPL Financial Partners (PDF)
Municipal Bond/Colorado Economic Update, Ken Harris, Segall Bryant & Hamill (PDF)

September

Blockchain and Cryptocurrencies (PDF)
Diamond Partner Presentation: Advyzon (PDF)

July

Ethics 2018: Enhancing Your Ethical Intelligence Part 1 (PDF)
Ethics 2018: Enhancing Your Ethical Intelligence Part 2 (PDF)
Platinum Partner Presentation: RMF (PDF)
Platinum Partner Presentation: American Funds (PDF)
Platinum Partner Handout: American Funds (PDF)

June

Maximizing Social Security - What Every Retiree Needs to Know (PDF)

Diamond Partner Presentation: CollegeInvest (PDF)

 

April

Divorce: Advising Clients Before, During and After Panel discussion (PDF slides) with a CDFA Sandi Gumeson, Mediator Beth Henson, Attorney David Littman and Moderator Ben Briggs.

Top 35 Divorce Financial Planning Mistakes
(PDF Handout)


What is Divorce Financial Planning (PDF Handout)

 

March

GROWING YOUR BUSINESS BY ADVISING COMPANY RETIREMENT PLANS, speaker: Skip Schweis (PDF)


Fairway Mortgage - The Rueth Team (PDF)

 

February

2017 Tax Update - Fran Coet (PDF)

Complete Technology Solutions Partner Presentation (PDF)

Horizon Investments Partner Presentation (PDF)

 

January 

P
STRONG
SPAN

 

2018 THE YEAR AHEAD - NEWS AND NOISE
Speaker: 
Samantha Azzarello, Global Market Strategist & Vice President, J.P. Morgan Asset Management 


BOK Financial/CBST Partner Presentation (PDF)