2019 February Chapter Program Simulcast in Ft. Collins

February 22, 2019
11:30 AM MST - 2:00 PM MST
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Retirement & Estate Advisors, Inc. Office
4703 Boardwalk Drive, Bldg B, Suite 1
Ft. Collins, CO 80525

Behavioral Advice and Financial Intelligence

with Chuck Wachendorfer

1.0 CFP CEs (insurance CEs pending)

Help your clients make smart, values-based decisions with their money and life. What clients want from their financial advisor is changing. No longer are better technology, economic forecasting and an expansive product set competitive differentiators in financial services. In this workshop, you'll learn how to apply groundbreaking behavioral finance tools and techniques to improve your clients' financial decision making and create superior portfolio performance.

Chuck Wachendorfer, partner and President of Distribution for Think2Perform, has a two-decade track record of developing leaders, high achievers and cohesive teams. He has helped organizations build and improve market share, increased client and employee retention and improved the corporate bottom line.

Chuck spent 17 years at American Express and built 10 divisional offices in seven states, working with over 1,000 advisors and staff. At every level and location, performance and results were in the top 5% nationally under his leadership. As a partner with Think2Perform, Chuck has provided leadership and direction for Fortune 500 clients in the areas of financial services, real estate, technology, banking and other service businesses. As an experienced turn-around expert, Chuck has served as an “executive-for-hire" for firms in need of crisis leadership. 

He is a sought-after national public speaker and has been quoted extensively by national media, including: Investors Business Daily, Forbes, Fortune, CNN Money, Dallas Morning News, Milwaukee Morning News, Detroit Free Press, Rocky Mountain News, Denver Post and other national TV and radio outlets on the subjects of leadership and optimizing performance. Chuck has been a certified financial planner for over 20 years. 


FPA of Colorado Cancellation Policy

Registration cancellation for a refund or a transfer to the next chapter meeting may be requested by no later than Noon on the Tuesday prior to the meeting date. No refunds or transfers will be issued after that date.


$10.00 FPA Members
$20.00 after 12:00 am February 16

$10.00 FPA Non Members