Quick Links
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:
2019 Presentations
October
College Invest- October 2019 Presentation (PDF)
Nicole Marshall- Medicaid Real Estate Declaration (PDF)
Nicole Marshall- Income Trust (PDF)
Michelle Gilly- ITC Infographic (PDF)
Michelle Gilly- FPA Standalone LTC (PDF)
Michelle Gilly- FPA Sample Linked Benefit (PDF)
Michelle Gilly- FPA Life with LTC Rider (PDF)
Rebecca Shandrick- Medicaid: Spousal Impoverishment (PDF)
Third Annual Forum - September
Fritz Meyer- POV (PDF)
Ryan Kirlin- Factoring It All In: ETFs, Financial Planning, & Factors (PDF)
Matt Selihar-Tax-Managed Investing (PDF)
James Tavares- Retirement Crisis (PDF)
Chuck Wachendorfer- Behavioral Finance Advice (PDF)
Liz Wendling- Handout (PDF)
Erica Johnson- Poorly Drafted Estate Planning Documents Handout (PDF)
July
Platinum Partner Presentation- RMF (PDF)
Platinum Partner Presenation-American Funds (PDF)
Ethics CE: CFP Board's Revised Code and Standards- Jeff Rattiner (PDF)
Insurance Ethics_Traditional and Changing Views Handout- John Putnam (PDF)
CFPA Ethics Presentation- John Putnam (PDF)
June
Platinum Partner Presentation - TD Ameritrade (PDF)
Kate Healy - Building a Bridge to the Next Generation (PDF)
April
Dementia and Alzheimers - JJ Jordan (PDF)
Platinum Partner presentation - Fairway Mortgage (PDF)
March
Diamond Partner presentation - Advyzon (PDF)
Platinum Partner presentation - Horizon Investments (PDF)
Platinum Partner handout - Horizon Investments - Who We Are (PDF)
Platinum Partner handout - Horizon Investments - Goals-based brochure - (PDF)
February
Why Smart People Do Dumb Things With Their Money
Reverse Mortgage for Purchase
January
Economic Forecast for 2019: How Long Can the Expansion Continue? With Rich Wobbekind
Update and Market Outlook for 2019 With Jeremy Held and Lindsay Bernum
Diamond Partner Presentation: ALPS Capabilities handout
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)
Pet Care Plan (PDF)
Aging and Driving Instructions (PDF)
Funeral Arrangements (PDF)
Incapacity Instructions (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)
