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:


2020 Presentations


Marguerita Cheng- BOGW Ethics 3hr
Brennan Hannon- CollegeInvest 10-minute presentation


TD Ameritrade Partner message-
RMF Partner Message- The Reverse Mortgage - What to Know Right Now 
Carl Wayne & Carol Craigie- Research on Heart Health and Financial Issues Resources
Carl Wayne & Carol Craigie- Planner Actions Resources
Carl Wayne & Carol Craigie- Charitable Intentions Resources
Carl Wayne & Carol Craigie- AHA PowerPoint


Dan Almuti, Franklin Templeton - Six Barriers to Investment Success: Uncovering Your Behavioral Biases
Franklin Templeton - Six Barriers brochure


Franklin Templeton Diamond Partner presentation
Keynote Presentations - Jeff Levine- Presentations and Handouts


Brian Quinn - Guggenheim's Preparing for the Next Credit Cycle
Elizabeth Garner - Growing Forward: Population & Economic Trends in Colorado
Gary Horvath - The Colorado Economy