Quick Links
Past presentations
After each chapter meeting, with the speaker's permission, presentation slides and/or handouts are posted here. Partner CE Series videos will also be posted here. Click on the links below to access:
2026 PRESENTATIONS
Partner CE Series: May 20
Partner CE Series: April 29
Partner CE Series: March 18
January Chapter Event
Out of the Cyclical Storm and into the Policy Fog
2025 Colorado Economic and Demographic Outlook
Partner CE Series: February 26
Leveraging Housing Wealth with Reverse Mortgages
Link to Zoom recording, Passcode XE%Y6^Ta
Partner CE Series: March 26
How 529s Can Enhance Your Client Conversations
Partner CE Series: April 23
A Primer on Private Credit
Link to Zoom Recording, Passcode: %NPjK18+
Link to PDF
Partner CE Series: May 21
The Hidden Costs of Indexing
Link to Zoom Recording, Passcode: $0l77rbP
The Next Generation of Free Cash Flow Investing
Link to Zoom Recording, Passcode: !rS2P6C0
Partner CE Series: October 22
Wealth Planning Trends 2025: Unicorns, Referrals and the Silver Tsunami
Financial Planning and Tax Limits 2025
Partner CE Series: November 5
Empowering Clients to Leave a Legacy: The Business Case for Philanthropy
