Tenth Annual Forum
Featuring a Keynote from Michael Kitces, MSFS, MTAX, CFP, CLU, ChFC, RHU, REBC, CASL
August 13, 2026
Forum Real Estate Group
240 Saint Paul St., Ste 400
Denver, CO 80206
8:00 am - 6:00 pm
Followed by a Happy Hour
Earn Continuing Education Credits
In-Person Program only
EXHIBIT HALL
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.
PARTNER DIRECTORY
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Diamond Partners |
Gold Partners
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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
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Allianz Life Insurance Company of North America (Allianz) commits dedicated resources and invests in helping independent advisors integrate risk management solutions, including annuities, as part of a comprehensive wealth management practice. KEY CONTACT |
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Amid persistent misconceptions about reverse mortgages, Christine educates clients and industry professionals on updated guidelines and enhanced safety features. Her mission is to broaden retirement planning options, empowering clients to build long-term wealth by strategically incorporating every asset available as they enter and navigate their retirement years with confidence together.
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Since 1981, Dimensional has been applying financial science to investing—and supporting financial professionals with time-tested solutions to help grow their businesses. We offer a full range of tools, trainings, and resources – from investment solutions to client communication and business strategy – to help advisors build successful, client-focused practices. KEY CONTACT |
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ALPS Advisors is an open architecture, boutique investment manager offering portfolio building blocks, active insight, and an unwavering drive to guide clients to investment outcomes across sustainable income, thematic, and alternative growth strategies. KEY CONTACT |
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Meketa Capital is an asset management firm focused on expanding access to private market investments to RIAs and other advisors, without the complexity of subscription documents, high investment minimums, and the complex tax treatment associated with traditional institutional private market investment structures. KEY CONTACTS |
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Since 1931, Capital Group has been dedicated to improving people's lives through successful investing. KEY CONTACT |
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CCIG is an independent insurance broker headquartered in Denver, Colorado. Founded in 1985 and recognized as one of the leading insurance brokerages in the U.S., CCIG provides property and casualty services to private and publicly traded businesses and high net-worth individuals and families. In addition, the CCIG team partners closely with wealth advisors to protect and preserve their clients’ assets and long-term financial strategy. KEY CONTACT |
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As a trusted community foundation, Colorado Gives Foundation partners with financial advisors, estate attorneys, CPAs to simplify charitable giving and create customized solutions that align with your clients' philanthropic goals. We provide advisors with tools to enhance their clients' philanthropic impact such as Donor Advised Funds, and Qualified Charitable Distributions. KEY CONTACT |
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College savings made easy We're here to make it easier to save for your child’s higher education with flexible, tax-advantaged 529 college savings plans, scholarships, and matching grants. KEY CONTACT |
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Messner Reeves is a national full-service business law firm providing legal services to a diverse group of clients. From individual entrepreneurs to Fortune 500 companies, no client is too big or too small. Regardless of size, industry or need, we earn our clients’ trust by helping them maximize their business potential with creative, customized and comprehensive legal strategies.
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Segall Bryant & Hamill SBH is a $30bln Chicago-based asset manager with offices in Denver, St. Louis, Philadelphia, and New York. The firm serves the diverse needs of institutions and intermediaries, including brokerage firms, banks, TAMPS, and RIAs. It does so through a robust offering of fixed-income and domestic, international, and global equity strategies which are available in multiple vehicles. KEY CONTACT |
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Social Seed Marketing is a digital marketing company that specializes in email marketing, custom content, social media marketing, and strategic website copy for solo advisors and small financial planning practices. We help you grow your dream business by targeting your ideal client and creating compliance-approved marketing that differentiates you from everyone else. KEY CONTACT |
